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.

 

Gareth DoegDirector / Financial Adviser

Gareth embarked on a successful career as a Financial Adviser in 1991 and since then has maintained his commitment to improve his technical knowledge and competence. His wealth of practical experience, combined with his dedication to provide the highest possible standards of advice and customer service, has enabled the diverse range of individual and corporate clients to embark on and maintain beneficial long term relationships.

Gareth is married with two sons and lives in York. His interests out of work revolve mainly around his family, playing football and coaching football with York Cubs. He also has a keen interest in all types of motorsport.

E: [email protected] T: 01904 215510
Niki DoegHead of Client Services

Niki has an extensive background in operational management, project management and communication with experience gained in Banking, TeleComms and a range of FTSE 100 firms. Niki oversees the client experience along with the team at StanfordRhodes Wealth Management and manages all operational elements of the business.

Niki is married and has two very sporty boys. As well as supporting her kids at all their various sporting events, Niki enjoys running, swimming, reading, going to the theatre and also coaches rugby at York RUFC.

E: [email protected] T: 01904 215510
Steve RhodesClient Account Manager

Steve is a highly experienced individual who is currently working on his Financial Planning Diploma. He manages all aspects of client support and works closely with the Financial Adviser researching and processing business such as Investments, Pensions and Protection.

Steve is married to Sharon and has a son, Michael. Steve enjoys watching rugby union, especially at the local club when Michael is playing. Steve spends his spare time with family and taking photographs, either at the rugby club or of landscapes while on days out.

E: [email protected] T: 01904 215510
Chloe LumbyClient Account Administrator

Chloe has recently achieved her Business Administration Diploma and works alongside the Client Account Manager with responsibilities for communication with third party companies and general client support in addition to working closely with the Financial Adviser.

Outside of work Chloe spends a lot of time with her family and close friends. She also enjoys hobbies such as swimming and long walks with her dogs.

 

E: [email protected] T: 01904 215510

Company address: StanfordRhodes Wealth Management Ltd, 4 Clifton Moor Business Village, York, North Yorkshire, YO30 4XG

T: 01904 215510 E: [email protected]

Stanford Rhodes Wealth Management Limited is registered in England and Wales, Number 5517447. Registered Address: 4 Clifton Moor Business Village Clifton Moor Business Village, James Nicolson Link, York YO30 4XG.

StanfordRhodes Wealth Management Ltd is an Appointed Representative of Quilter Financial Limited,which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (http://www.fca.org.uk/register) under reference 497604.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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