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Our Team

A great personal service is the feedback we often hear back from our clients and this is only possible because of the calibre of the individual who work within the practice.

The firm strives to empower its advisers and staff to enable them to develop and continue to deliver a great service to our clients. We don’t pretend to get it right all the time but strive to do our best at all times.

We have specialists in Pension Transfers and Retirement Planning as well as Mortgages and Protection. We also have specialist it Inheritance Tax Planning and investing and work with other professionals when needed to deliver and monitor our client’s goals.


Dean Harris

As well as acting as Practice Principal, Dean is also a practicing IFA with nearly 20 years experience. Past accolades have included being awarded ‘Midlands Young Businessman of the Year’, as well as being recognized within the industry with various awards and press articles. Dean has helped his clients achieve their chosen goals and believes passionately about providing his clients with an enjoyable and rewarding financial planning experience.

“I believe every individual is entitled to sound financial advice from a professionally qualified adviser, as this enables them to make more of what they have now, protect what they have built and plan for their future.”

Being married with a young family Dean understands both the aspirations and concerns of his clients. Outside of work Dean is involved as Vice Chairman of Governors for the local school as well as being Chairman of the 1st Tidbury Green (Wythall) Scouts.


Catherine Doyle, Diana Field & Sharon Noakes

We are the office based support staff to our Clients & team of Advisers and we are located at Head Office in Wythall, Birmingham.

Catherine Doyle

I joined Harris & Associates as Office Manager in August 2009 having previously worked as P.A. to the Director of a Property Development firm, for 5 years.

I am married with a young family and reside locally, so working for Harris & Associates was a welcome new venture to embark upon. I ensure that support systems for both clients and advisers are optimised and am part of the management team reviewing overall strategy and IT systems.


Diana Field

I have been working for Harris & Associates for 9 years and was introduced to the company when I had a financial review myself. I assist Catherine in the running of the office and its systems and provide back up and administration to the advisers and the leadership team. I am also married with two children and reside locally.

Our clients are very important to us and we always try to give them the first class service that we believe they deserve.

Sharon Noakes

I have worked for Harris & Associates for 2 years after joining the team to help out assisting in the running of the office and administration to the advisers and the leadership team. I am also married with four children and reside in the local area so the family/work life balance is great.

Our clients are very important to us and we always try to give them the first class service that we believe they deserve.


Jane Bowyer

Following a previous career as an Architect, and a break for children, I have now been in the financial services industry for over 17 years, with the last 8 years as an Independent Financial Adviser. I joined Harris & Associates Financial Consultants Limited in November 2006 to concentrate on advising clients, having previously been employed within a compliance department offering technical assistance to other advisers, as well as being an adviser myself. I work from home in Wiltshire though most of the clients that I deal with are introductions from other advisers and professional contacts from all over the country, who are looking for specialist advice in the pensions and retirement market.

As a pensions specialist I deal in all areas of pensions including personal and group pensions, pension investment including self investment, pension transfers and options at retirement, with the relevant qualifications in these areas and holding Diploma Status with the CII. In addition I have undertaken specialist independent training in Pensions and Divorce and I am an accredited affiliate member of Resolution, the Family Law Association.

Though Retirement Planning is the main area in which I deal, I also advise on Investments & Savings, Personal & Group protection and Inheritance Tax Planning.


Brian Warne

A fully licensed Adviser for Mortgages, Protection and General Insurances offering a complete service for the life of your mortgage.

Brian has a proven track record spanning many years within the Mortgage Market. His experience covers both dealing with the High Street Lenders and the Specialist Providers.

Over the years Brian has gone through rigorous training programmes to ensure that he meets the required strict disciplines set out by the FCA. He holds industry qualifications and is a member of the Personal Finance Society. He ensures that he maintains his knowledge of the ever-changing market that he is in. This is achieved by attending seminars and continuous on-going meetings with business development managers of the lenders. He also reads many trade publications each week.

His network and company also provide support and important research facilities for that difficult or unique circumstance the client may have.

Brian is a seasoned professional offering help and advice to both new buyers and house movers. Whether it is for the purchase of your main residence or an investment property, he is very capable to assist you through the mortgage maze.

He is personable showing great integrity and honesty in his approach to his clients both old and new. He makes every effort to put his customer first in his dealings with them.


Lorraine Muldoon

Being married with a young family, I personally understand the importance of having financial stability. Specialising in mortgages, my aim is to help families and individuals create and manage their financial assets. I believe my clients are unique and I make a commitment to serving you with your best interest in mind.

I will spend the time to understand your financial concerns and work in partnership with you to ensure you have the financial peace of mind you deserve. As our relationship builds over time, I will be able to anticipate your changing circumstances and advise you on appropriate financial strategies.

I believe my clients’ hopes and dreams for the future are dependant on the financial plan we prepare today. For more than 15 years, I've made it my personal goal to help all my clients this way.

Each and every client has a specific financial goal; I want to help you achieve yours!


Maureen Atkinson

From being a Private Secretary juggling raising a young family in Birmingham, moving to Shropshire running my own business and training others. Joining Financial Services in early 1980’s for providing advice to women in business working for various large investment houses and insurance groups, such as Save & Prosper, Legal & General, AMP Pearl, as either a Financial consultant or Area Sales Manager.

Now as an Independent Financial Adviser and an Associate Member of the Institute of Professional Will Writers, I offer advice in most areas of financial planning, and as a mature married lady with my past experiences in life and financial services, feel well placed to offer professional advice to clients of all age groups in varied situations as part of Harris & Associates.

 

Get in touch to discuss YOUR wealth creation, management and engagement

Call us on 01564 829009