Associates

Running a modern Financial Planning firm is very different now to how it was 10 years ago. Outsourcing non-core expertise to other professionals in their field allows us to deliver excellent and consistent service. Our “Associates” are part of the firm, take an interest in the firm, but may well support other organisations as well. This all makes for higher standards, better advice and enables us to change suppliers easily if circumstances dictate.

One client likened it to a Formula 1 motor racing team. The driver is clearly the key component, but the 9 strong team both in an out of the pits are rarely seen, but are crucial to the overall success of the team. I thought that summed it up nicely.

James Harvey’s Associates

Brett Davidson, FP Advance – Business Development
Carrie Bendall, inspire: – Marketing
Tim Hale, Albion Strategic – Investment Strategy
Paradigm Group – Compliance
Chris Picknell, EpicNet – Technology
Sheila Huxley & Debbie Evans Dudley, CHD Accountancy – Accounting & Regulatory Returns
Tony Wickenden, Techlink – Technical Services
Katharine Bonner, Katalyst Paraplanning