Financial Advisor Team

Our Independent Financial Advisers

We have independent Financial Advisers and Planners that are based around the country.

With our headquarters in Harrogate and an office in Newcastle, plus with our expansion into Edinburgh, we can offer independent financial advice to most of the UK. We have been in the financial sector for over 35 years and are well placed to help you to plan your finances effectively.

Whatever your means and whatever your thoughts on your current financial situation we have the right people to advise and guide you. From pensions to mortgages, equity release to inheritance and much more, we offer truly independent financial advice to suit your circumstances.

Mike Andresco

Financial Planner

Stuart Matheson

Chartered Financial Planner

Ian Barker

Financial Planner

Nicky Matheson

Financial Planner

Jill McGuire

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

Margery Gledson

Financial Planner

Ray Ward

Financial Planner

Trevor Shelley

Financial Planner

Mike Gent

Financial Planner

Nigel Swan

Head of Pensions