The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Azim Harun
Client Account Administrator
Azim is building his career within Wealth Management. Alongside his role, he is currently studying towards the Level 4 CII Diploma in Regulated Financial Planning, with the aim of progressing his knowledge and expertise within the financial planning profession.
Outside of work, Azim enjoys going to the gym, watching football and Formula 1, and travelling to new destinations. He also enjoys spending time with family and friends and keeping up to date with the latest developments in sport and finance.
Gareth Doeg
Director / 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, 6 a side football and playing tennis at his local club in Poppleton. He also has a keen interest in all types of motorsport.
Niki Doeg
Director
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 is married and has two very sporty boys. She enjoys cycling, reading, going to the theatre and cinema, and she also likes to take part in far flung adventures with friends.
Scott Clayton
Client Account Associate
Originally from Sunderland, Scott moved to York upon the completion of his Bachelor of Law (LL.B) degree and is currently studying to obtain his level 4 Diploma in Regulated Financial Planning.
Outside of work Scott enjoys reading, going to the cinema and spending weekends away exploring the countryside with his husband in their caravan.
Rocky
Rocky enjoys long naps and provides support and entertainment for everyone in the office. He is easily motivated with the occasional dog treat.
Outside of work he enjoys long walks, chasing balls and being on guard against marauding squirrels.