MEET THE TEAM:
Paul, together with his wife Pauline, established Harrold Financial Planning in 1988, having already been involved in financial services for 21 years. Paul qualified as an Associate of the Chartered Insurance Institute in 1975. Paul is still actively involved in advising both personal and corporate clients, although an increasing proportion of his time is taken up by compliance and regulatory issues. Paul is married with two sons, James and Giles. In his spare time he enjoys motor-sport, gardening and supporting Norwich City Football Club.
Neil WarneNeil 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 and became a co-owner and director in April 2008 with Paul and Robyn. Apart from enjoying playing sport and running to keep the middle aged spread at bay, Neil also likes to spend time at his ‘retreat’ in North Norfolk with his wife and family of four daughters and two large dogs, which he also attributes to the reason for turning bald early!!
Robyn joined Harrold Financial Planning in July 2001 before becoming a co-owner and director of Harrold Financial Planning Limited in April 2008. Prior to joining HFP, Robyn had amassed a wealth of experience from his previous 15 years with Aviva (formerly Norwich Union), Robyn is a Chartered Financial Planner, one of only 55 in Norfolk (as at 20 January 2012). Outside work, Robyn lists his interests as Norwich City Football Club and spending time with his family.
Anna Needs
Anna has worked in financial services since 1988 and joined Harrold Financial Planning Ltd in June 2008 as a mortgage adviser. Any spare time revolves around her family and road running, which she does on a social and competitive basis.
Max Samuel
Patrick Dewing
Patrick worked at Aviva (formerly Norwich Union), 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. His outside interests include almost all sports, but mainly cricket.
Jo Foster
Having previously worked at HMRC & Virgin Direct, Jo joined Harrold Financial Planning Ltd in April 2008 following a 9 year career break, spent looking after her two daughters. Her work involves reception duties and general administration. Outside work her interests include walking and music.
Clive Smith
Clive has worked in the financial services industry since 1982 in various roles and joined HFP in March 2010 as a Paraplanner; providing the team of advisers with admin support and dealing with clients on a day to day basis. Clive is the proud father of two grown up daughters and lists his interests as golf, cycling, running and swimming.
Kirstie Lovatt
Kirstie is our latest recruit and as you may have guessed is Robyn's daughter. Kirstie acts as support for all members of the team and outside of work she lists her interests as dining out and running (not at the same time!).