Meet the Team
Mark A Werner Dip PFS
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.
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 32 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.
Christine Drake
Account Manager
Christine is 33 yrs old and started her career in Financial Services with Rapide Mortgage services and has CEMap 1. She completed her HND in Business & Finance at Sparsholt College Winchester. Christine has been with Harvard since 2000 and is responsible for accounts and compliance with Jackie.
Tina Grice
Office Manager
Tina is 30 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 35 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.
