• Helping you take control of your finances Helping you take control of your finances
  • The perfect fit for your finances The perfect fit for your finances
  • Precision and control for your finances Precision and control for your finances
  • Enhanced financial security and trust Enhanced financial security and trust

Emma Thorpe, Paraplanner

Emma is Paraplanner to all the advisers at Hart Greaves, preparing and administering technical research and reports. Qualified as a Chartered Financial Planner, Emma and has been working in the financial services profession in the Bristol and Bath area for the last ten years. Emma has been with Hart Greaves since the formation of the company in 2012 and has been instrumental in helping design processes which have helped us to provide a high level of service to our clients. We are very pleased to have made Emma a Partner from 1st September 2018

Jennifer Taylor, Financial Planning Administrator  

Having worked in the financial services profession for over ten years, Jennifer joined Hart Greaves in July 2014 as a part-time Administrator. Jennifer is responsible for helping to deal with the general administration of the firm and tracking and keeping clients up to date as to how new investments, pensions etc are progressing from application stage through to completion. 

Danielle Kelly, Financial Planning Administrator  

Danielle joined Hart Greaves in 2017 as an Administrator. Together with Jennifer, Danielle is responsible for helping to deal with the general administration of the firm and tracking and keeping clients up to date as to how new investments, pensions etc are progressing from application stage through to completion. Danielle is studying towards achieving the Diploma in Regulated Financial Planning

Contact Hart Greaves 

Hart Greaves, Kelston Park, Bath BA1 9AE
Tel 01225 316416
ken@hartgreaves.co.uk