Our Team




Team Section


Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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James Dunn LL.B (Hons) DipFA Cert CII (MP & ER)

Managing Director / Financial Planner

James has been at Park Hall since 2011. Although James remains an advisor, his main role is now Managing Director at Park Hall.

01623 651 773

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Chris Dunn DipFA Cert CII (MP)

Director / Consultant

Although now retired, Chris remains a Director and Consultant for the management of Park Hall.

Peter Cook FPFS

Business Manager / Advisor

Pete has been in the industry since 1986 and now is responsible for the management of the advice team. He remains an excellent Chartered Advisor, is a Fellow of the Personal Finance Society and has a STEP diploma.

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Samantha Webzell BA (Hons) DipPFS CeMAP

Financial Planner

Samantha is a highly experienced Financial Planner. She is now working towards Chartered Financial Status.

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Pippa Bown BSc (Hons) DipFA

Financial Planner

Pippa has been at Park Hall for over 8 years and is has a wealth of knowledge in Financial Planning. She is now working towards Financial Planner Chartered Status.

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Andrew Surtees DipFA Cert CII (MP)

Financial Planner

Andrew has been an advisor for over 18 years and has a wealth of knowledge in all areas of Financial Planning.

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Diane Mason

Office Manager

Diane has been at Park Hall since 1998 and plays an integral role in the running of the office.

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Karen Holland

Administrator

Karen has been at Park Hall for over 15 years and has a wealth of knowledge and experience in Financial Services administration. 

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Edward Massey LL.B (Hons) DipFA

Paraplanner

Edward is an experience Paraplanner with over 8 years experience.

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Samuel Blackwell

Paraplanner

Sam has been working in the industry for 5 years and has been with Park Hall for 2 years.

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Simon Mason

Administrator

Simon has been with Park Hall for around 5 years, he is an experienced administrator in the Financial Planning sector.

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Amanda Armson ACCA

Accountant

With more years of experience in accounting than I care to remember, I bring a wealth of knowledge to every client relationship.

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Marvin Owens DipFA

Financial Planner

Marvin has over 30 years of experience in Financial Services, providing comprehensive advice across all areas of financial planning.

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Emma Snowden CeMAP

Mortgage Adviser

Emma is a highly skilled CeMAP qualified mortgage and protection adviser with over 16 years experience in financial services.

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Olivia Howe

Apprentice Administrator

Olivia is our apprentice administrator who is extremely capable and an integral part of the team.

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Suzanne Moloney AAT Level 2

Trainer Paraplanner

Suzanne is a trainee Paraplanner who is an integral member to the Park Hall Financial team.

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Harry Mavromatis

Trainee Paraplanner

With over two decades of experience as a commercial pilot, I developed a deep commitment to precision, discipline, and professionalism—qualities that now define my work as a paraplanner.

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John Amor

Compliance Support Officer

John Amor is an independent consultant who provides support to the Board in all matters related to Governance and Compliance.

07824 660 246

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Rheo Crew

Trainee Financial Planner

I’m a 22-year-old trainee paraplanner and recent Business Management graduate from Manchester Metropolitan University, where I also completed a placement year in the marketing sector.

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Yorkshire Building Society Team

Julie Walters

Cashier

Julie Walters has been an integral part of Park Hall Financial Services Ltd since April 2007.

01623 651 773

Marie Fanshaw

Cashier

Marie is part of the Yorkshire Building Society team and has been with the company for around 3 years.

01623 651 773

Kirsten Tackie

Cashier

Kirsten is part of the Yorkshire Building Society team and has been with the company for around 8 years.

01623 651 773