We pride ourselves on our warm, friendly service. Most of our clients come to us through personal recommendation and we believe this is due not only to our financial expertise and integrity but to the individual and in-depth approach we take to helping you meet your financial goals.
Steve has been advising on investments, insurances and pensions for over 23 years and continues to take great pleasure in seeing the financial planning process benefitting his clients.
Originally from Gorseinon, he worked for the National Westminster bank for many years and settled in Bridgend after relocating as part of his work with them.
Outside of work, Steve and and his wife Gill enjoy spending time at their holiday home in Spain as well as gardening and socialising.
A former Rugby Union Referee Steve follows all rugby in general and the Wales team wherever they are playing.
Jonathan has been advising on investments, insurances and pensions for over 20 years and really enjoys helping people plan for their future.
Before entering the world of financial advice Jonathan was in the Royal Air Force and worked in Air Traffic Control in London and Scotland before settling in Wales.
Jonathan has been married for 26 years and his wife Ann – a local magistrate and teacher – now spends much of her time working alongside him. They have two children.
In their spare time, they enjoy exploring the Welsh countryside and walking their two Springers, Oscar and Poppy. Living in Wales Jonathan finds it is compulsory to be a rugby fan and with a Welsh father and English mother he can support whichever side is winning!
In a fast-evolving and complex financial world, Chris combines the experience gained from working with a large building society for 8 years with his expertise as a fully qualified financial adviser, to provide clear and constructive financial advice to his clients.
He enjoys building and maintaining strong client relationships and aims to give the same high level of care, focus and attention to financial planning for his clients that he would offer to his closest friends and family.
With a passion for sport in general, most notably for Rugby Union, Chris is pleased to be an adviser to several professional rugby players.
Ruth has been working with Steve & Jonathan for over 10 years ensuring high standards of client service. Ruth is responsible for the running and management of the office and is the first port of call for clients where she gives a first-class service and builds an excellent rapport
Ruth has over 20 years’ experience in the Financial Services industry having previously worked as a Mortgage and Financial Planning Adviser with HSBC. Prior to this she was in the civil service working for many years as a Team Manager in the National Savings Office in Durham City.
Away from work Ruth is a keen cook and has taught her skills in night classes. She attends many cookery classes and demonstrations and enjoys eating out and socialising with her wide circle of friends.
Gillian brings a wealth of knowledge and experience to her role having worked in financial services for over 10 years. Mainly working behind the scenes with back office systems, Gill is often on hand to help with enquiries when required.
Gillian has particular skills in helping our employer clients to satisfy their workplace pension compliance and is the first point of contact here in all matters relating to such arrangements.
Her experience in customer service, combined with her skills in finance and compliance, ensure the smooth running of our service, for both staff and clients alike.
Olivia has been working for Harries, Powell & Price since February 2016 following her 8 years at a well-established retail Building Society.
As a former Operations Manager, Olivia brings a variety of administrative and customer service skills to her role as well as creating a welcoming atmosphere for clients, helping to build strong relationships.
Working closely alongside Steve as the administration manager, Olivia endeavours to ensure the client’s financial journey runs smoothly.
Harries Powell & Price are authorised and regulated by the Financial Conduct Authority (FCA No 588442)
You are also covered by the Financial Ombudsman Service www.fscs.org.uk