About Us

About Us

We are a leading and growing Independent Financial Advice practice with offices in York and Leeds – with clients across Yorkshire. We work with Business Owners and Individuals to create financial plans in line with their goals for the future.

We offer a full range of specialist services tailored for a wide range of business owners to aspiring individuals that want to plan for their financial security in the future. With a passionate team harvesting a positive culture we aim to deliver exceptional service to our clients to inspire confidence and success, helping you to achieve your wealth ambitions.

Why we’re different? Because we care. Our model is structured around a long-term relationship therefore we really get to know our clients so we can provide the best possible service for them.

The first thing we do is listen. Before we discuss your finances we’ll want to understand your goals and objectives.

 

Click here to take a look at our digital brochure 

Our People

Spencer Bennett

Spencer Bennett

Financial Planner

Tel: 07485 329147

Email: sbennett@ge-wm.co.uk

David Booth

David Booth

Chartered Financial Planner, HKA

Tel: 0113 239 3388

Email: dbooth@hkafs.co.uk

Jane Wilkinson

Jane Wilkinson

Financial Planner

Tel: 07387 020419

Email: jwilkinson@ge-wm.co.uk

Richard Lord

Richard Lord

Chartered Financial Planner

Tel: 07483 069513

Email: rlord@ge-wm.co.uk

Kevin Hilton

Kevin Hilton

Financial Planner

Tel: 07703 714827

Email: khilton@ge-wm.co.uk

Shaun Davison

Shaun Davison

Financial Planner

Tel: 07483 069 544

Email: sdavison@ge-wm.co.uk

Jonathan Lecomber

Jonathan Lecomber

Financial Planner

Tel: 07483 068200

Email: jlecomber@ge-wm.co.uk

David Holdsworth

David Holdsworth

Financial Planner

Tel: 07788 140473

Email: dholdsworth@ge-wm.co.uk

Jerry Sisk

Jerry Sisk

Financial Planner

Tel: 07483 066754

Email: jsisk@ge-wm.co.uk

Jon Noake

Jon Noake

Chartered Financial Planner

Tel: 07483 066819

Email: jnoake@ge-wm.co.uk

Warwick Ivel

Warwick Ivel

Financial Planner

Tel: 07483 066751

Email: wivel@ge-wm.co.uk

Ricardo Da Silva

Ricardo Da Silva

Financial Planner

Tel: 07483 069 514

Email: rdasilva@ge-wm.co.uk

Nick Wadeson

Financial Planner, HKA

Tel: 0113 239 3388

Email: nwadeson@hkafs.co.uk

Nick Wheatley

Financial Planner, HKA

Tel: 07546 420953

Email: nwheatley@hkafs.co.uk

Steve Campsall

Chartered Financial Planner, HKA

Tel: 01904 610495

Email: scampsall@hkafs.co.uk

Ian Bruce

Chartered Financial Planner, HKA

Tel: 01904 610495

Email: ibruce@hkafs.co.uk

James Tollefson

Chartered Financial Planner, HKA

Tel: 0113 239 3388

Email: jtollefson@hkafs.co.uk

Karen Fawcett

Chartered Financial Planner, HKA

Tel: 07940 268754

Email: kfawcett@hkafs.co.uk

Robert Simpson

Robert Simpson

Managing Director

Email: rsimpson@ge-wm.co.uk

Mark Frier

Mark Frier

Financial Planning Director

Tel: 07483 068120

Email: mfrier@ge-wm.co.uk

Christian Hall

Christian Hall

Finance Director

Email: chall@garbutt-elliott.co.uk

Natalie Oliver

Natalie Oliver

Head of Research

Email: noliver@ge-wm.co.uk

Caroline Say

Caroline Say

Operations Manager

Email: csay@ge-wm.co.uk

Thomas James

Thomas James

Compliance Director

Email: tjames@ge-wm.co.uk

Kirstin Hardisty

Kirstin Hardisty

Head of Business Support

Email: khardisty@ge-wm.co.uk

David Booth

David Booth

Director, HKA

Tel: 0113 239 3388

Email: dbooth@hkafs.co.uk

Richard Lord

Richard Lord

Director of G+E Private Wealth

Tel: 07483 069513

Email: rlord@ge-wm.co.uk

Jon Noake

Jon Noake

Director of G+E Private Wealth

Tel: 07483 066819

Email: jnoake@ge-wm.co.uk

Jennifer Mo

Jennifer Mo

Senior Financial Planning Analyst

Email: jmo@ge-wm.co.uk

Sam Walker

Sam Walker

Financial Planning Analyst

Email: swalker@ge-wm.co.uk

Kirk Wilkinson

Kirk Wilkinson

Financial Planning Analyst

Email: kwilkinson@ge-wm.co.uk

Louise Hewitt

Louise Hewitt

Financial Planning Analyst

Email: lhewitt@ge-wm.co.uk

Emma Lundy

Emma Lundy

Senior Financial Planning Analyst

Email: elundy@ge-wm.co.uk

Alison Beardsell

Financial Planning Analyst

Email: abeardsell@ge-wm.co.uk

Peter Spence

Financial Planning Analyst

Email: pspence@ge-wm.co.uk

Mark Calvert

Paraplanner, HKA

Email: mcalvert@hkafs.co.uk

Karine Wells

Karine Wells

Business Support Associate

Email: kwells@ge-wm.co.uk

Gabby Crowley

Gabby Crowley

Business Support Associate

Email: gcrowley@ge-wm.co.uk

Victoria Armeson

Victoria Armeson

Business Support Associate

Email: varmeson@ge-wm.co.uk

Sara Reece

Sara Reece

Business Support Associate

Email: sreece@ge-wm.co.uk

Will Baker

Will Baker

Business Support Associate

Tel: 01138 194027

Email: wbaker@ge-wm.co.uk

Gideon Fairhall

Gideon Fairhall

Business Support Associate

Tel: 01132 739799

Email: gfairhall@ge-wm.co.uk

Gill Butler

Administrator, HKA

Email: gbutler@hkafs.co.uk

Jenny Kong

Administrator, HKA

Email: jkong@hkafs.co.uk

Samantha Hardaker

Administrator, HKA

Email: shardaker@hkafs.co.uk

Victoria Scriven

Administrator, HKA

Email: vscriven@hkafs.co.uk