Our Team of Financial Experts

Professional financial advice from professional people

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Ken Hart

Cert PFS
Ken has more than 35 years’ experience in providing Independent financial planning advice, during which time he has gained a wealth of experience along with many grey hairs. He is now advising a third generation of the family for some of his longest standing clients. As a public speaker he has addressed many pre-retirement courses for some of the largest institutions in the UK. He has served a term on the editorial board of a solicitor magazine specialising on the elderly client. He is regularly invited by a major UK financial institution to attend a forum where his views on the industry are sought. His considerable experience means he is able to advise on all areas of financial planning covering Inheritance tax planning, Enterprise Investment Schemes. (EIS) Venture Capital Trusts (VCT) and maximising pension freedom through using pensions for commercial property purchase. His clients include High Court and local Judges, Lawyers QC, accountants and may other professionals who value his expertise. Ken Hart is trustee of Kenya Thriving, a charity set up by Ken and his wife Coral provide holistic care to 51 children in a rural part of South West Kenya www.kenyathriving.com
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Paul Greaves

FPMI, CFPTM
Paul is a financial planner specialising in helping business owners, professionals and retired investors, with particular expertise in the areas of pensions and divorce. He also provides specialist pension consultancy services to solicitors, accountants and other financial planners. He is a Chartered Financial Planner, holds the Certified Financial PlannerTM qualification and is a CFP Chartered Member of the CISI, the Chartered Institute for Securities and Investment. Paul is also a Fellow of the Pensions Management Institute, making him one of few in the country to hold both of the top financial planning and pensions qualifications. Paul has contributed to BBC local radio and the national press on pensions and financial planning issues, including articles for the Financial Times. He previously worked with the Institute of Financial Planning as an assessor for the Certified Financial PlannerTM qualification.
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Chris Hunt

BEng (Hons), DipPFS
With over 20 years in the financial services industry and considerable experience managing financial planning scenarios for private individuals and business owners. Chris focuses on portfolio & estate management for individuals and the relationship between businesses and their owners, working alongside professional practices in the accountancy & legal sectors. Bespoke financial planning solutions for large estates. Implementing advanced financial services tax planning solutions to manage income tax, capital gains tax corporation tax, inheritance tax. Chris is an active trustee of Bristol Dementia Action Alliance.

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John Philp

DipPFS
With some 30 years’ experience in Financial Services, John has primarily spent this time advising private clients on how to get the best out of their resources through the provision of effective, Mortgage, Pension, Protection and Financial Planning advice. A recent example is the potential saving of a substantial Inheritance Tax on behalf of one client, enabling this money (when the time comes) to be passed down to future generations for the benefit of the client’s family, rather than passing direct to HMRC. In the light of an ageing population, and the issues surrounding the ‘asset rich, cash poor’ partially as a result of substantial increases in property values, John realised the potential difficulties for certain client situations, and therefore qualified in 2007 to provide advice on Equity Release matters. Since then he has also gained qualification to provide advice in the related area of Long Term Care insurance and funding. John is a member of the Personal Finance Society and the Chartered Insurance Institute, by Diploma as well as the Chartered Institute for Securities and Investment.
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Grant Sheppard

BScEcon (Hons), Chartered Financial Planner
Grant joined Hart Greaves in 2015. He graduated from University with a degree in Economics and had always set his sights on a career in the world of finance. Grant is a Chartered Financial Planner, he is advising clients as an Independent Financial Adviser. Although , the youngest in our team of advisers he is rapidly gaining respect from clients and colleagues alike. He also carries out investment research in preparation for our regular investment reviews,
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Emma Thorpe

Paraplanner, Chartered Financial Planner
Emma has been with the company since its formation and became a Partner in 2018. Emma is a Chartered Financial Planner with a high level of technical knowledge which is invaluable to the practice at many levels. In addition she oversees paraplanning and compliance for all advisers. Emma has worked in the financial services industry for over ten years after graduating from University with a BA in History.

Sarah Evans

Paraplanner, DipPFS
Sarah joined Hart Greaves in January 2019 as a Paraplanner. Sarah has over 14 years in the financial services sector and holds the Diploma in Financial Planning. Sarah provides technical support and analysis to the advisers.

Sarah Lane

Administrator
Sarah joined Hart Greaves in August 2019 as an Administrator. Sarah is responsible for helping to deal with the general administration of the firm including tracking and keeping clients up to date as to how investments, pensions etc. are progressing from application stage through to completion. Sarah has been working in the financial services industry since 2016 and is studying towards achieving the Diploma in Regulated Financial Planning.

Expert Financial Services

Our wide range of services are aimed at strengthening and benefitting your financial position, whether for you individually or in conjunction with your business. Our financial services cover full range of private, professional and corporate financial planning and management services. Whatever advice you need, our highly experienced and friendly financial advisers will provide expert, unbiased advice.

 

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Financial Planning

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Pensions & Investments

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Wealth Preservation

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Corporate Services

Request a Call Back

If you would like one of our friendly team to call you back, please fill out the form. Alternatively, our contact details are below.

We look forward to speaking to you.

Hart Greaves LLP
Kelston Park
Bath
BA1 9AE
Tel: 01225 316416

E: [email protected]

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