Our Values
Our values shape who we are as a business and how we act. We can separate them into three clear areas…
Our clients
We want our clients to live the best lives they can. That means helping them reach their own version of financial independence and achieve their goals.
Our employees
We want our employees to enjoy their work and reach their potential. We’re committed to helping them develop and realise their dreams.
Our social responsibility
We believe in giving back. We engage with both local and national charities, communities and events to help make a difference where we can.
Meet the team
Sarah Hogan
Company Director and Chartered Financial Planner
Jack Leatherland
Operations Director
Leyna Shuter
Area Manager
Conor Quealy
Business Development Manager
Ken Bates
The Founding Father of KBA
Karen Fogg
Operations Lead
Beccy Brooks
Client Support Manager
Emma Bell
Events & Marketing Executive
Emily Bartley
Paraplanner
Maura Baines
Paraplanner
Laura Jones
Trainee Paraplanner
Sarah Tate
Client Support
Jane Catterall
Client Support
James Nelson
Operations Assistant
Sara Malheiro
Operations Assistant
Howard Bartley
the Founding Father of Howard Bartley Financial
Garry Lomon
Financial Planner - Servicing
David Parkinson
Financial Planner - Bury
Elysia Walsh
Financial Planner - Leigh
Mollie Scotson
Client Support
Katie Smith
Client Support
Cheryl Clarke
Agency Manager
Gary Fletcher
Financial Planner - Southport
Hannah Needham
Financial Planner - Bury
Mandy Mycock
Customer Consultant
Philip Robinson
Financial Planner - Nantwich
Kerry Lee Marais
Customer consultant
Laverne Picart
Financial Planner - Manchester
Jaymee Stone
Agency Manager
Matt Marsh
Trainee Financial Planner
Emma Hull
Customer Consultant
Melissa Wright
Customer Consultant
Lisa Roberts
Customer Consultant
Hanna Wolny
Customer Consultant
Steven Bill
Customer Consultant
Ciara Fitzgerald-Nolan
Customer Consultant
Susan Bennett
Customer Consultant
Julie Leeson
Customer Consultant
Andrew Sumner
Customer Consultant
Joe Webster
Customer Consultant