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The team

Meet our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

 

Stephen Whittingham-Jones Financial Adviser

Steve has worked as a Financial Adviser for the past twelve years. His experience ranges from advising expatriates in South East Asia and Kazakhstan to working for the National Farmers Union Mutual in Cornwall and Devon.

Harbour Wealth Management was set up in 2017 and since then it has gone from strength to strength. The company covers all areas of Financial services but particularly specialises in Investments, Inheritance tax and Pension planning both personally and for business.

Steve’s approach is to build long term relationships with clients, ensuring they receive the financial advice they need and establishing a trusted relationship. He attributes his success as an advisor to always taking the time to understand what really matters to his clients and providing a high-quality service.

Steves’ spare time is spent with his wife, 4 year old daughter and his crazy Cocker Spaniel, exploring the incredible coastline in his little boat.

E: [email protected] T: 01209311846
Bec Whittingham-JonesPersonal Assistant

Bec has worked in Education for 15 years. She has owned businesses and had previous experience in Investment banking. Bec gave up teaching in September 2017 to support Steve in the development of Harbour Wealth Management. Her role includes administration, marketing, social media, accounts, event management and client support.

E: [email protected] T: 01209311846
Kate RobertsPersonal Assistant

Welcoming the newest member of the team!

Kate has had extensive experience in administration and customer facing roles. Her love of all creatures four legged and furry makes her a good fit at Harbour Wealth Management. Her role includes administration, client management and client support.

E: [email protected] T: 01209311846

Company address: Harbour Wealth Management, Hillywych, Sunnyvale Road, Portreath, Cornwall, TR16 4NE

T: 01209311846 E: [email protected]

Harbour Wealth Management is a trading style of Blueprint Financial Solutions Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Blueprint Financial Solutions Ltd is registered in England and Wales, No: 05176438. Registered Address: C/O KINGSCOTT DIX (ACCT), Malvern View Business Park, Stella Way, Bishops Cleeve, Cheltenham, Gloucestershire, GL52 7DQ.

 

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