HARRIDGE FINANCIAL SERVICES - Key Persons
Job Titles:
- Mortgage and Protection Administrator
Cain joined Harridge Financial Services in 2020 and is the key administrator for Mortgages and Protection for the business.
Cain has several years of experience in the industry and is keen to help guide clients through the processes, whether they are purchasing a property, remortgaging or applying for insurance. Cain is also working towards obtaining his Diploma in Regulated Financial Planning.
Job Titles:
- Client Relationship Manager
Ebonie joined us in 2018 and is working towards her Diploma in Regulated Financial Planning. Her main role within the practice is supporting our Financial Advisers ensuring that they have all of the information they need to give advice. This includes data gathering, liaising with clients and providers, and compiling reports.
Fraser has over thirty years' experience in financial services. Based in St. Helens, Fraser provides financial advice to clients residing predominantly in the Northwest of England. Fraser can assist you with every aspect of financial planning and his considerable knowledge and expertise ensures that your financial security is in safe hands. Whether you are buying your first home or retiring, Fraser can help to make your financial planning journey smooth and stress free.
Job Titles:
- Client Relationship Manager
Lauren joined us in early 2021 and has developed very well within the firm. Lauren's main responsibility is to provide administrative support to all advisers within the practice. This involves liaising with clients, providers and other parties in order to gather information to support the financial adviser in their decision making. Lauren spends a lot of her working day creating reports for clients to keep them up to date on their investments. Lauren plays a vital role in the administration team and is always on hand to support clients when they make contact and ensures that they get to speak to the right person. Lauren has a very keen eye on the numbers so clients can rest assured that the figures being reported have been scrutinised by Lauren.
Job Titles:
- Trainee Financial Adviser
Luc joined the company in October 2021 as a trainee financial adviser. Luc has joined a program that will enable him to qualify as a full financial adviser next year where he will be able to advise on all aspects of financial planning. Luc is an energetic, dedicated member of the team and has all of the attributes to become a fantastic financial adviser. Luc is spending a great deal of time shadowing more senior advisers and members of the administration team to get a good understanding of what we do. As a business we take supporting our staff very seriously and do our utmost to ensure that they are fully equipped to do their role to the best of their ability.
Job Titles:
- Client Relationship Manager
Rebecca joined us in 2022 and has settled into our administration team. Rebecca is responsible for day to day administration supporting financial advisers of the practice. Her duties include reporting to existing clients on their pensions and investments and handling telephone queries. Over time, clients will become familiar with Rebecca as a main point of contact on their investments and pensions.
Job Titles:
- Director
- Financial Adviser
- Owner
SUE JUKES - Chief Compliance Officer
Job Titles:
- Director
- Head of Compliance
Sue and Simon have worked together since 2007 building the business from a quite small practice to the professional, somewhat larger business in front of you today. With a wealth of financial services experience behind her, Sue has worked incredibly hard to attain and keep the right talent in the business. Sue vets all candidates thoroughly to spot the right candidate for the company. Sue oversees all aspects of compliance in the business, ensuring that everyone meets the minimum quality standards of the company. All staff (administration and advisers alike) must adhere to the quality controls in place to protect clients and ensure that the advice is sound and fully justifiable. Sue has a great understanding of the administrative duties of all staff as she spent a great deal of time supporting Simon administratively before taking on further administrative staff.
Simon is the owner of the company along with his wife Sue. He is the principal adviser at Harridge Financial Services Ltd and it's his job to meet with clients. He has vast knowledge on financial planning from years of experience in building solutions for clients' pension, investment, insurance and mortgage needs. He will be able to assess your situation and provide a solution that is right for your individual needs. He has some clients that have been with him since he started out in the industry (in 1991) who still rely on him to advise on their investments.
Job Titles:
- Client Relationship Manager
Yasmin joined the company in the latter quarter of 2021. Yasmin supports the firm's financial advisers with administrative duties including reporting to our existing clients and answering the phone. Yasmin is progressing well within her role and we have every confidence in her professionalism. Yasmin will become more familiar to our existing clients as the person who communicates with them about pensions and investments.