Neil joined Harrold Financial Planning, in 1993 after 7 years with Aviva (formerly Norwich Union), straight from school. Since then he has been advising clients in many areas of financial planning. Following Paul's retirement in January 2015 he is now joint owner with Robyn.
Robyn joined HFP in July 2001 and prior to joining he had amassed 15 year's service with Aviva (formerly Norwich Union). Robyn is a Chartered Financial Planner and has passed the specialist examinations required to advise on Pension Transfers (from Final Salary Schemes) and also Long Term Care needs. In his spare time he enjoys watching most sports (particularly Norwich City Football Club), travelling and spending time with his family (especially his grandson). Following Paul Harrold's retirement in January 2015 he is now joint owner with Neil.
Max has worked in financial services since 2002 and joined Harrold Financial Planning in 2004. Having worked as an administrator and then paraplanner he has now achieved the Diploma in Financial Planning and advises both new and existing clients.
Gordon has worked in the financial services profession since 1997 and re-joined Harrold Financial Planning as an adviser in 2016 having previously worked for Paul Harrold between 2001 and 2004. He has obtained the Diploma in Financial Planning and the FCA’s Statement of Professional Standing and is well qualified to help clients as a member of the HFP advising team. In addition Gordon also holds specialist qualifications in the field of Long Term Care planning. Gordon is married to Laura with one child Sonny, and in his spare time enjoys following football and Formula 1.
Anna has worked in financial services since 1988 and joined Harrold Financial Planning Ltd in June 2008 as a mortgage adviser.
Patrick worked at Aviva for 23 years before joining Harrold Financial Planning Ltd in February 2009, supporting the advisers in day to day administration. He is married to Joanne with two children.
Having previously worked at HMRC & Virgin Direct, Jo joined HFP in April 2008 following a 9 year career break, spent looking after her two daughters. Her role involves working closely with Patrick and supporting the advisers.
Jonathan joined HFP in October 2016, after spending 6 years at Aviva. Based full time in our Norwich office, Jonathan holds the Diploma in Regulated Financial Planning, and is working towards becoming Chartered. He mainly works with Robyn, assisting with client work and report writing.
Rebecca joined Harrold Financial Planning in September 2015 as an office administrator and her primary role is with client support. Her job involves reception duties, general administration and ensuring our clients feel welcome. In her spare time Rebecca enjoys socialising, spending time with her partner and travelling.
Sarah joined HFP in January 2013 working under Anna as a mortgage administrator. She has previous experience in the mortgage industry and has worked with Anna in the past. She has 2 young children and spends nearly all her spare time with her family and their pet dog.
Lisa joined HFP in October 2016, working in the Mortgage Team as an administrator. She has over 13 years' experience within the mortgage industry and, has worked with Anna and Sarah in the past. She has a son who she spends most of her time with but also enjoys socialising, running and mountain climbing.
Steph joined HFP in November 2016 to cover maternity leave for Kirstie. Steph was previously at Aviva (formerly Norwich Union) in 1991 where she worked for 17 years before leaving to be a full time mum.
Kirstie joined HFP in November 2010 and as you may have guessed is Robyn’s daughter. Kirstie started as an office administrator but in 2015 she started a new role as the Office Co-ordinator, working closely with Neil and Robyn. In her spare time she enjoys going to the gym and spending time with her partner, family and her pug Darcy! Kirstie is currently away on maternity leave (congratulations) having given birth to Tilly in January 2017!