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Meet the team
Sarah Hogan
Company Director and Chartered Financial Planner
Jack Leatherland
Operations Director
Leyna Shuter
Area 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
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