Our Team
Howard Morgan
Employed by Sun Life of Canada 1988 as a Financial Adviser in Sidcup Kent and Promoted to Senior Sales Manager. Moved to an IFA role in 1999 with Membership Services affinity group marketing providing financial advice to union affiliated trade union member the largest being the Royal Collage of Nursing. 2001 joined Zurich Advice Network in a recruitment and management development role. 2003 Joined Ravensbourne Financial Services who were an appointed Representative of Openwork Financial Services as a financial adviser. 2013 joined Charles Derby Financial Services Ltd. Charles Derby Ltd were then taken over by Quilter Financial Services in 2020.
In November 2022 Howard started Hartley Associates Ltd which is a trading style of Octo Financial Services who are an appointed representative of 2plan wealth management.
Oliver Morgan
With 10 years of experience in the finance industry, Oliver has developed a wealth of technical knowledge in all areas of financial planning. He specialises in mortgage advice, helping clients with a diverse range of needs. Whether it be first time buyers getting their first step on the property ladder or helping portfolio landlords achieve their goal, regarding their portfolio.
Jason Summerfield
Jason acts as our link to the wider financial planning network. Jason founded OCTO FP after having held several senior positions within the financial industry. He has a strong link to Hartley associates and helps us access the wider world of financial planning when needed.
