Financial Advisor Team

Our Financial Planners - based in Harrogate

Warwick Heap

Financial Planner

Mike Andresco

Financial Planner

Stuart Matheson

Chartered Financial Planner

Ian Barker

Financial Planner

Nicky Matheson

Financial Planner

Alison Harrison

Financial Planner

Michael Cope

Managing Director

Mark Chandler

Head of Estate Planning

Dawn Elkington

Financial Planner

Bob Wood

Head of Mortgages

Neil Brining

Financial Planner

Jim McHugh

Financial Planner

Alan Cram

Head of Investments

Our Financial Planners - based in Newcastle

Margery Gledson

Financial Planner

Ray Ward

Financial Planner

Trevor Shelley

Financial Planner

Mike Gent

Financial Planner

Jo Fisher

Chartered Financial Planner

Nigel Swan

Head of Pensions