Meet The Team

As an Independent Financial Adviser I am responsible for providing bespoke financial advice that is tailored around my clients individual or business needs.

I am a lvl 6 Pension Transfer Specialist and currently working towards my chartered status through the London Institute of Banking & Finance.

Outside of work I enjoy walking my two German Shorthaired Pointers, whom you may see in the office from time to time. I also enjoy riding my motorcycle as well as spending time with friends and family.

I joined Harper Financial Associates in May 2024 following 11 years with 2plan Wealth Management Ltd based in Leeds.

I bring a wealth of pension and investment knowledge from 2plan, excelling in roles focused on quality assurance and compliance, and later as an Independent Financial Adviser (Pension Transfer Specialist).

Since 2017, I have worked as a dedicated Pension Transfer Specialist, where I provided invaluable support to clients in navigating the complex work of Defined Benefit Pensions.

Prior to 2plan, I gained a wide range of knowledge and expertise in several financial institutions, and it’s during this time where I achieved my Level 4 Diploma which was qualified along with my AF7 (Pension Transfer Specialist) qualification.

I am enthusiastic about helping clients achieve their financial goals as well as providing an excellent customer experience.

Outside of work, I am currently pursuing my interests in keeping fit, playing golf and dedicate much of my time spending it with family.

As a paraplanner I am responsible for producing the technical research needed for our client’s cases. I also write reports and support the advisers where needed. In my spare time I enjoy keeping fit at the gym, cooking and love going to watch Huddersfield Town (when they’re not losing) as well as also spending time with my friends and family.

My role within Harper Financial Associates is a Junior Paraplanner, I am responsible for the research of cases, preparing of documents and reports for client meetings and advisers. Looking at producing specific charts and graphs to aid the advice process.

I am actively working towards a level 4 Diploma in Financial Advice through the London Institute of Banking & Finance. I chose to make the step into the financial sector as I enjoy working with clients and helping them to achieve their financial goals, I believe that building relationships is extremely rewarding.

Outside of work, I enjoy long walks with my dog Benji and my weekends are spent doing lots of baking or cooking for friends and family.

We love coming to the office and greeting all the staff and visitors. We are extremely friendly and will do anything for a belly rub or a game of fetch. Our standard daily routine usually consists of a walk around the estate yard before a quick nap, then some playtime, followed by another quick nap then we sniff around at lunch before having our third nap of the day. Afternoons are usually our busiest time as the sun comes in through the sky lights, so we make sure we are in prime spots for an afternoon sunbathe before you guessed it.. yet another nap. Our roles are very tiring as you can see! 

Anyway, looking forward to meeting you. 

Love O & R XoX

My role within Harper Financial Associates is ‘Paraplanning Administrator’. Within this role I am responsible for back-office tasks such as onboarding new clients and the maintenance of existing ones. 

My interest in pursuing a career in the advice industry came from my time spent studying Financial and Investment Management at York St John University, in which I graduated with a First-Class Honours Degree. During this time, I studied three core modules related to the Financial Advice process, it was these modules that allowed me to gain a broader understanding of the industry and subsequently sparked an interest in this area of employment. 
 
I hope to eventually work towards the CII’s (Level 4) Diploma in Regulated Financial Planning. Increasing my competencies and allowing me to grow with the company. 
 
Outside of work you can find me either watching football (Newcastle United), taking a hike or alternatively travelling to new and exciting places.