Our Team

Harvey has over 20 years experience in financial services, which are now starting to show. Harvey enjoys working with his clients, helping them to plan their financial futures.

Stephen has been advising clients since 1974 having worked for Prudential and Halifax Bank.
Steve's philosophy in building long term relationships with clients is 'going the extra mile' and delivering quality service.

He believes this is much easier to achieve working as an IFA with a 'close knit' team.
Known as 'dad' to some of his colleagues - he plans to be around for some years yet !!

David has been with us for over 5 years and even though he looks young, he has a wealth of experience and knowledge which he shares with his clients.

David is in a unique position as given his age, he will be able to look after his clients long into their retirement.

Ben is the newest addition to our team and one for the future!
After graduating from university with a 2.1 Business Degree, Ben embarked on a financial services career that began in 2007.

Ben aspires to become a successful adviser in his own right in years to come and will often be the first point of call from many Suttons clients.