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Who we are

Lee Hurst, Director

29bwHaving worked in wealth management since 1997, experienced independent financial adviser Lee Hurst founded Harrogate Wealth Management with the aim of building a truly service-led, independent, fee based financial planning firm.

Lee is qualified to diploma level and holds the advanced pension qualification allowing him to advise on all forms of pension and retirement planning.

“Our business is built on the principle of putting the client first. We believe that the solution lies in the quality of the financial planning advice provided which means looking at all of the options available and then structuring a bespoke package.

“Whether providing advice about retirement, tax planning, personal inheritance, investment or pensions, clients can rely on us to consistently offer expert, tailored advice to meet their specific needs. Our reputation is steadily growing through recommendation and our aim is to build long term relationships with both clients and other professional advisers.”

Away from the office, Lee keeps himself busy spending time with his young family and is a keen cricketer and Yorkshire CCC member.

Ralph Zoing, Director

Ralph has worked in the financial services industry for over 30 years and has gained invaluable experience, greatly benefitting our team. He is keen to develop links with fellow professionals and deliver a wealth planning service to their clients that is second to none. Ralph is qualified to diploma level and also holds the advanced pension qualification allowing him to advise on all forms of pension and retirement planning.

“I am staunchly wedded to the principles of independent financial advice and am delighted to be working in a firm that is also fiercely protective of its independence. I am looking forward to building on our growing business, reputation and service and putting our clients at the heart of everything we do.”

Ralph is a collaboratively trained adviser and specialises in working with family lawyers and their clients to help guide them through the financial consequences of marital breakdown.

In Ralph’s spare time he enjoys spending time with his family, coaching his beloved sport of rugby and volunteering as a school governor and a charity fund raiser.

Lynne Bowman, Office Manager

27bwLynne has over 30 years’ experience working for various financial institutions ranging from large building societies to small advisory firms. Most recently, Lynne worked for a highly respected local wealth management business where she managed a team of experienced administrators and paraplanners.

“Our aim is to become one of the leading fee-based financial planning practices in Yorkshire. With an experienced and attentive team based in modern offices in the lovely town of Harrogate, we are committed to consistently delivering a first class, personal service to clients, giving you the peace of mind of knowing you are in the best hands.”

In her spare time, Lynne enjoys spending time with her family as well as listening to live music and socialising with friends.

Michael Best, Paraplanner

Mike has worked in the financial services industry with a number of well respected IFAs for almost 35 years, with 23 years’ experience as an adviser, as well as a variety of other roles. Mike is qualified to diploma level and also holds the advanced pension qualification, with experience in a Pension Transfer Specialist role. Most recently, Mike worked for a highly respected local wealth management business, before taking some time out and then joining Harrogate Wealth Management.

““I have always strongly believed in the benefits of independent financial advice, and providing a top quality ongoing service to clients. I am delighted to be working in a company which mirrors my views, with all our processes centred around the needs of our clients.”

In his spare time Mike enjoys sport, especially football, socialising and spending time with his family, and listening to music.

Amanda Jones, Senior Administrator

Amanda has worked in the financial services industry for 12 years and is passionate about providing the highest level of service. She has most recently worked for a small local wealth planning firm and fully understands the need to deliver the very best offering to clients. Amanda is responsible for the Harrogate Wealth Management review process and has previously written company procedures for this vital function of any wealth management firm.

In her spare time Amanda enjoys riding motorbikes and socialising with friends.

Howard Marshall, Non advisory Consultant

Howard has almost 30 years’ experience in the wealth management industry, previously a founder of a well respected and highly successful financial services firm in Harrogate which he spent 13 years building.

“Harrogate Wealth Management’s ethos of providing a fiercely independent service with the needs of the client central to the business, is a perfect fit with my own beliefs.  I am looking forward to being part of a boutique firm offering the skills of larger national firms, but with the bespoke, personal involvement clients need from their trusted advisers.  It is only by getting close to clients and really understanding their life goals and financial objectives, that we can be really effective.”

Active in the local community, Howard is also known for his role as a Trustee of Harrogate International Festivals; Vice Chairman of the board for Disability Action Yorkshire; and Vice Chairman of the board for Ataxia UK.  He is also Vice President of The Harrogate Club.

Enquiries

Harrogate Wealth Management
Windsor House
Cornwall Road
Harrogate
North Yorkshire
HG1 2PW

01423 530277

01423 530281

info@harrogatewealth.co.uk