Paul Smith
DirectorPaul is a Chartered Financial Planner and has worked in financial services since 1989, having held advisory positions with some of the County’s largest IFA firms. Paul attained Individual Chartered status in May 2008 and is now a Fellow. Paul Joined the firm in April 2009 and was subsequently appointed director of Harrogate Financial Solutions. Paul specializes in key client relationships primarily with high net worth Clients and in developing business relationships with other professional firms such as accountants and solicitors for the benefit of mutual customers.
Hilary Stephenson
Financial PlannerHilary has been providing financial advice to clients for around 3 years, having worked in the industry for some 20 years in a paraplanning role. She has Certified Financial Planning status and is Diploma in Financial Planning (Dip PFS) qualified.
Hilary’s focus is on providing an exemplary financial planning service to all of her clients whether new or existing and advises in areas such as investments, protection, pensions and Inheritance Tax Planning.
Mick Doyle
Senior Financial PlannerMick has worked in the financial services sector for over 36 years having previously worked at a management level at the Prudential. Mick joined Harrogate as an Independent Financial Adviser in 2001 and specialises in offering advice on Pensions and Investments whilst providing a personal, professional and complete advice service to all his clients.
Brian Stone
Senior Financial PlannerFormerly an adviser with the Prudential, Brian joined the firm in 2002 as an Independent Financial Adviser and deals primarily with individual clients and advising on individual investments and pensions. Brian is based west of the Pennines which enables the firm to provide a personal service farther afield than Yorkshire and Humberside.
