Meet the Team
Meet our team based in Harrogate North Yorkshire. We specialise in retirement planning for people who are planning ahead or for people who have already retired. Our aim is to help you make the most of your assets so you can enjoy your retirement.
Planning your retirement… and making it happen
Jonathan Baggaley
is the managing director and a fully qualified financial planner. He’s responsible for all client meetings and advice
Alexandra Dean
is the practice manager and responsible for dealing with questions, queries, updates, portfolio valuations and all documentation.