PHIL
Director & Chartered Financial Planner
Following a successful career with Prudential, spanning nearly 20 years, in a variety of financial adviser roles, Phil left the company in 2001 and in 2003 joined forces with Phil Perry, as a co-founder and co-director of ARK Financial Planning.
Phil is Chartered Financial Planner as recognised by the Chartered Insurance Institute. As part of his qualifications Phil has to demonstrate higher levels of professionalism; exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.
Phil is a regular contributor to the industry press and for over 5 years wrote a personal finance column for a local newspaper. Phil featured in a Panorama programme helping to save and protect a vulnerable ladies’ pension from disappearing into a wholly inappropriate investment vehicle.
Phil advises clients on the full range of wealth management issues.
BRADLEY
Director & Financial Planner
Brad served in military intelligence before transferring his skills to the financial services industry in 2017. Prior to advising his own clients, Brad worked in compliance and investment roles with industry leading financial services companies
Brad is a self-proclaimed wiz kid when it comes to the technology in the financial services industry and regularly uses technology to lead cashflow modelling sessions and portfolio x-rays with clients.
Brad is passionate about financial planning and improving peoples lives through comprehensive financial planning and is working to become a Chartered Financial Planner.
Brad has been featured in 'The Telegraph' newspaper and holds specific qualifications in investment management, securities and dealing, mortgages and equity release.
When he’s not studying, Brad enjoys spending time with his young family - apart from a week every winter - when he escapes Saddleworth to go Skiing!
REBECCA
Director & Financial Planner
Rebecca joined ARK in 2016 after graduating from University in Leeds.
Rebecca worked her way through all of the roles in the business and qualified as a Financial Planner in 2020. Rebecca is now responsible for ARK's day to day operations and works along side the other financial planners at ARK to ensure clients are looked after, as well as servicing her own clients.
Rebecca is meticulous in her approach to financial planning and has been recognised for her outstanding technical knowledge and swift development in the financial services industry.
Rebecca spends her spare time in the with her young family gym and walking the beautiful scenery of Saddleworth with her favourite walking partner, Oscar the dog.
KARA
Office Manager
Kara joined the ARK team as Office Administrator in 2022, stepping back from a 34 year career in the banking industry.
Kara brings a wealth of experience in financial analysis, underwriting and customer service. She prides herself on attention to detail, good communication and delivering high levels of customer service and quality oversight, to support clients throughout all stages of their journey with ARK.
Kara lives in Greenfield with her husband John and is a proud mum to Matthew and Ellie. In her spare time, she likes to spend time meeting friends, staying active by running, walking , gardening and just generally enjoying the great outdoors. Kara has recently achieved a personal best whilst completing the Great Manchester Run 10km, and is now trying her hand at Padel.
ZOWIE
Trainee Paraplanner
Zowie joined ARK in 2024 as a client manager and is now working to become a paraplanner.
Building on her knowledge across different areas of financial services while gaining hands-on experience within the business, she supports the team with client transfers and report writing, helping to keep things running smoothly and ensuring great outcomes for clients.
Zowie is keen to develop her skills and is always looking to learn more as she grows in her role.
Outside of work, she enjoys reading and working on creative projects.
ANNA
Client Manager
Anna joined the ARK team in 2025 after five years in teaching.
She plays a key role in supporting the day-to-day client experience, coordinating meetings, managing calls and enquiries, and acting as a reliable point of contact. Working closely with the wider team, she helps ensure smooth operations and a consistently professional and welcoming service for clients.
Anna is known for her approachable manner, attention to detail, and ability to build positive relationships. Outside of work, she enjoys spending time with family and friends, staying active, and is a keen runner - with her sights set on completing her first half marathon.
