After a successful career in management in the rental car industry, I decided to have a career change and pursue my passion for finance. St. James's Place was an obvious choice because of its approach to putting clients at the heart of the business. I subsequently joined St. James's Place Academy in February 2020, where I went through a rigorous training programme to become a qualified Financial Adviser.
Whilst helping my clients meet their goals ever since, I decided to continue my learning and development which has led me to qualify as a Chartered Financial Adviser in November 2023.
I currently practice in all areas of wealth management, including retirement planning, wealth protection, and investment planning. I particularly enjoy helping my clients understand the consequences of an ageing demographic on their pensions through cash-flow forecasting. Throughout my career, I have obtained the following qualifications:
1st class degree BA (Hons) in Business Management with a year in industry from the University of Liverpool
- Chartership in Advanced Financial Planning
- Diploma in Financial Planning
- Certificate in Mortgage advice
I live and work in the Leeds area but often travel the width and breadth of the county. Outside of work, I watch and play football and other sports. I love to travel and have seen some amazing parts of the world, including the Blue Mountains in New South Wales, Australia and the Northern Lights in Iceland.
Meet Harry's Financial Advisory team
Your home may be repossessed if you do not keep up repayments on your mortgage.
Please do not hesitate to contact myself to discuss all aspects of your financial planning.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.