Meet the Team
Mark A Werner APFS
Chartered Financial Planner & Managing Director
Mark is aged 45, married to Jackie and has been a practicing adviser since 1992. He started his career with AXA Equity & Law, then moved on to Eagle Star, before establishing Harvard Financial Management in 1996, he is a Chartered Financial Planner and advises Private and Corporate Clients.
Jacqueline A Werner
Director
Jackie is aged 42, married to Mark and has been actively working within the company since 2002. Prior to that she was an NVQ assessor, after working for many years with Marks & Spencer. Her responsibilities include day to day Compliance monitoring as well as Accounts.
Julia Whitaker BA (Hons)
Account Manager
Julia is 33 years old and completed her degree in financial services at Bournemouth University in 2000. She started working for Bournemouth Financial Services shortly after this, before joining Harvard in 2005 from Scottish Equitable. She has completed her Financial Planning Certificate and currently is providing a support role to Mark as well as liasing directly with existing and new clients. Her area of expertise is in the Pensions market, dealing with occupational pensions work on a day to day basis. Julia is studying for her advanced qualifications in this area.
Tina Grice
Office Manager
Tina is 31 yrs old and started her career in Financial Services with Bournemouth Financial Services. She then went on to work for Chase Manhattan Bank and Grant Thornton Accountants where she completed her Financial Planning Certificate, before joining Harvard in 2004 as an administrator.
Tina was promoted to Office Manager in 2005 and has responsibility for day to day compliance as well as the processing and completion of new business. She also provides extra support to Mark.
Matthew Dewsnap Cert PFS
Investment Manager
Mathew is 36 yrs old and married to Kerry a local teacher. He first entered Financial Services as an adviser for CIS Financial Services where he completed his Financial Planning Certificate. After relocating to Bournemouth from Manchester, Mathew joined Rowan Investment management where he began to specialise in Investments. He joined Harvard in 2006 as Investment Manager and is now part way through his Investment Management Certificate. His responsibilities are in constructing and managing our client’s Pension and Investment Portfolios.
Steve Worboys Cert PFS Cert CII
Client Services Manager
Steve is aged 43 and has been in Financial Services for over 24 years, the last 13 as an IFA for Bridle Insurance and more latterly, the LEBC Group. He has recently joined Harvard and provides support to all the team and their clients.
Stephanie Seabrook
Senior Administrator
Stephanie is aged 36, and has recently rejoined the Harvard Team as an administrator, after taking a career break to sail to the Mediterranean with her husband. She previously worked for Harvard from 2002-2006 as a Mortgage Administrator, and prior to that worked for Halifax Bank for 11 years. Stephanie will be providing administrative back up to new and existing clients.