Our team
We set out to build relationships that last a lifetime - so it’s only right that we introduce ourselves properly. Come and get to know us.
Financial planning
Financial advice
Mortgages
Investment management
Financial planning
Financial advice
Mortgages
Investment management
Everything you need under one roof
Consider us your one-stop shop for all your financial needs. Our experienced and specialist team can cover the whole advice spectrum, from tax planning to investments, mortgages to wealth management. Whatever you need, we’ve got someone to help.
You can learn more about the Hartley Ross team below: our history, our specialisms and what makes us tick.
Dan Ross
Director & Financial Planner
Luke Hartley
Director & Financial Planner
Andrew Goman
Mortgage, Equity Release and Protection Adviser
Roberto Cervi
Mortgage and Protection Adviser
Matthew Williams
Mortgage, Equity Release and Protection Adviser
Amanda Watson
Personal Assistant
Natalie Smith
Paraplanner
Christian Markwick
Head of Adviser Support
Katie Ross
Business Support
Colin Stewart
Paraplanner
Richard Allum
Head of Paraplanning
Debra Wilde
Personal Assistant
Keeley Paddon
Pension Specialist
Martin Pickles
Tax & Trusts Specialist
