Meet the Team
Please use the links below to learn more about the team.
Steve Chapman
Director
Thomas Fletcher
Practice Support Manager
Michael Brearley
Senior Wealth Management Consultant / Chartered Financial Planner
Matthew Rogers
Senior Wealth Management Consultant / Chartered Financial Planner
Balina Rai
Wealth Management Consultant
Alexander Burnett
Wealth Management Consultant
Gareth Clough
Wealth Management Consultant
Emma Baker
Financial Consultant
Ben Jarvis
Trainee Wealth Management Consultant
Stephanie Nicholson
Operations Manager
Caroline Walker
Harrogate Practice Manager
Marie Pickard
Administrator
Ashleigh Bint
Administrator
Katie Jowett
Administrator
Lorrie Marshall
Administrator
Charlotte Dobson
Administrator
