Meet the Team |
Hayley Owen - Chartered Financial Planner, LLB
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Director and Independent Financial Adviser |
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Hayley has worked in financial services for over 25 years, building up a wealth of experience on a wide range of compliance, advice and business management matters, and has been working with our existing clients since 1999 in various roles.
Hayley is committed to continued professional development within the industry, to ensure top quality advice for our clients. Hayley is based in the Lancaster office with Kerry but you are able to book appointments with her in the Preston office. |
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Email hayley@cjt.uk.com 01524 782250
Peter Yates DipPFS Independent Financial Adviser Peter has over 20 years experience in financial services, working in a number of roles within national financial advice firms and for some of the largest insurance companies in the UK. In 2024 he relocated to an office nearer home and his wife Louise joined him to provide him with more hands on admin support. Whether they are just starting out on their financial planning journey, are looking for advice on when and how they can retire, or are looking to ensure that wealth passes down the generations, Peter has built up a wide range of knowledge and experience that will help our clients achieve their financial goals. Email peter@cjt.uk.com |
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Harris Bokhari ACA, DipPFS, Cert CII (Life & Pensions), Cert PFS (DM)Independent Financial Adviser
Harris is a qualified chartered accountant who has previously worked for PwC, KPMG and Baker Tilly specialising in corporate tax. He has worked in financial services for many years and as he is based in the London area, advises an array of clients in London and the surrounding postcodes as well as Manchester. He describes himself as highly efficient and feels that his high quality manner defines his reputation. |
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Gillian Anderson CertPFAOffice ManagerGillian comes from a financial services background, is highly experienced and has a wealth of knowledge. Gillian is a problem solver and thoroughly enjoys the challenges this role brings, and is always on hand to resolve any queries. Predominately based in our Admin Hub in Redcar, Gillian visits all office locations periodically to catch up face to face with the team.Email: Gillian@cjt.uk.com |
Kerry Owen-Lockwood, Louise Yates, and Karen Taylor |
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The admin team hail from varied backgrounds but all have one thing in common - a commitment to excellent customer service! They each have strong skills and knowledge and a "can do" attitude, having spent many years providing invaluable administrative support not only in our sector but also in civil service and insurance roles. Kerry is Hayley's PA, Louise supports Peter and Karen provides support to Iwan. For clients contacting the office or any of the advisers Gillian, Kerry, Louise and Karen will generally be the first point of contact and are already well known to many of our clients. |
Email kerryo@cjt.uk.com, louise@cjt.uk.com or karen@cjt.uk.com. |
