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.
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
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.
01623 651 773
Samantha Webzell BA (Hons) AFPS CeMAP
Chartered Financial Planner
Samantha is a highly experienced Chartered Financial Planner.
01623 651 773
Pippa Bown BSc (Hons) DipFA
Chartered Financial Planner
Pippa has worked for Park Hall Financial Services for eight years, having previously worked in a high street bank. Pippa has worked as an administrator, paraplanner and has now progressed to a Chartered Adviser role.
01623 651 773
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.
01623 651 773
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.
01623 651 773
Edward Massey LL.B (Hons) DipFA
Paraplanner
Edward is an experience Paraplanner with over 8 years experience.
01623 651 773
Mike Cavin
Paraplanner
With nearly 23 years in financial services, Mike brings a wealth of experience and a deep understanding of client needs across South Yorkshire and beyond.
01623 651 773
Samuel Blackwell
Paraplanner
Sam has been working in the industry for 5 years and has been with Park Hall for 2 years.
01623 651 773
Simon Mason
Administrator
Simon has been with Park Hall for around 5 years, he is an experienced administrator in the Financial Planning sector.
01623 651 773
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.
01623 651 773
Marvin Owens DipFA
Financial Planner
Marvin has over 30 years of experience in Financial Services, providing comprehensive advice across all areas of financial planning.
01623 651 773
Emma Snowden CeMAP
Mortgage Adviser
Emma is a highly skilled CeMAP qualified mortgage and protection adviser with over 16 years experience in financial services.
01623 651 773
Suzanne Moloney AAT Level 2
Paraplanner
Suzanne is a trainee Paraplanner who is an integral member to the Park Hall Financial team.
01623 651 773
Olivia Howe
Administrator
Olivia is our apprentice administrator who is extremely capable and an integral part of the team.
01623 651 773
Harry Mavromatis
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.
01623 651 773
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
Rheo Crew
Paraplanner
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.
01623 651 773
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
Julie Howe
Cashier
Julie has joined the team at the Yorkshire Building Society Agency Cashier at Park Hall Financial services Ltd since early August 2025.
01623 651 773
