Meet the team

Robert Dullage

Partner/ Independent Financial Adviser

I began my career in Financial Services in January 1987 with Royal Life. Over the following thirteen years I worked as both an Adviser and as a Manager providing financial advice to clients and support to a team of advisers. This has helped me gain a good understanding of the financial planning market and the benefits to clients. I hold the level 4 Diploma in Financial Planning.

In January 2000 two colleagues and I started Harbour Financial to enable us to provide a more bespoke service to our clients. At Harbour we believe it is important to provide a broad range of financial planning services including reviewing investment and pension options, protection in the event of life’s unforeseen circumstances and reviewing mortgage options.

I enjoy helping clients understand how they can reach their financial goals and putting the plans in place to make them a reality. Many new clients are introduced via the family and friends of existing clients which is very rewarding for me as an adviser.

As a husband and father of two teenage boys I’m certainly kept busy outside of work but we still find time to enjoy sailing, family weekends away and attending motorsport events.


Sarah Williams

Partner/ Independent Financial Adviser

I joined Harbour Financial in 2012, having completed my Level 4 Diploma in Financial Planning through an 18 month course alongside my previous position in recruitment. Since then, I have enjoyed developing my knowledge and experience, and am now working towards my Level 6 Chartered qualification. I became a Partner in the business in 2016, and am really enjoying developing our business to make it work even better for the future.

My favourite aspect of my role here at Harbour Financial is the relationships that I am able to develop with my clients, and I thoroughly enjoy being that trusted person that my clients are comfortable to approach. I work with people to help them plan to achieve their financial goals, be it ensuring a comfortable retirement, knowing that their family is financially protected, or buying a first home. No two days are the same here, and the variety of my work is a challenge that I thrive upon.

Outside of work, I spend time volunteering as a school governor at a local primary school – it’s always good to get a child’s view on the world. Aside from this, my partner James and I like to spend our time out and about with friends and family, taking a leisurely walk along Leigh seafront, I am also rather partial to the odd afternoon tea!


David Styles

Partner/ Independent Financial Adviser

I began my career in Financial Services back in 1987 as a Financial Adviser with Royal Life. This helped me understand the importance of planning for the future as well as protecting for life’s unfortunate events. After 5 years I moved to HSBC where I continued my development of investment and retirement planning for both personal and corporate clients. I joined Harbour Financial as an Independent Financial Adviser in 2002 and became a full Partner in 2003. I hold the level 4 Diploma in Financial Planning as well as qualifications in Long Term Care Planning and Equity Release.

For me, the most enjoyable part of what I do every day is meeting clients and helping them achieve their goals whether that be planning for retirement, making the right decisions on how to use their hard earned savings to support them in retirement, or making their savings and investments work well for them. I also still keep my hand in on mortgages as many of my long term clients now ask me to help their children buy their first homes.

I married my beautiful Wife Brenda in 1981 and we have 3 wonderful children. When I am not at work golf is my biggest passion outside of my family as well as travelling the world with Brenda. I also enjoy DIY and can often be found at home at the weekends carrying out one home improvement or another.


Holly Knight

Adviser Support

I joined Harbour in April 2018, as a member of the Adviser Support Team. I have worked within the financial services industry for the past 5 years, mainly focusing on mortgages and compliance.

My role is to provide administrative support to the financial advisers and also carry out the day to day administration for the business as a whole. I am currently studying towards my Diploma.

Outside of work I enjoy spending time with my partner and our young daughter. We enjoy attending a variety of motorsport events and I have a real passion for cars. We also like to travel and are slowly ticking places off of our bucket list.


Georgina Richmond

Senior Adviser Support

I joined Harbour Financial in October 2018, having worked in Financial Services for over 10 years in administration and most recently as a Paraplanner. I have also recently obtained the level 4 Diploma in Financial Planning, which is one of the main achievements of my career.

I enjoy the technical side of financial planning, analysing pensions and investments and helping the Advisers to provide solutions to their clients.

In my spare time I like to draw, write blogs on spirituality and I am a Reiki level 2 practitioner. I also like to spend time with my family and friends and take long walks along the seafront near my home.


Trudi Keeler-Stone

Adviser Support

I have worked within the Financial Services Industry for some time and have taken on various roles within it. To name a few, I have fulfilled roles such as a personal assistant, paraplanning, administering pension schemes and reviewing pension transfers.  I have worked for both Independent Financial Advisers and also larger companies such as Aviva and NatWest.  I currently take charge of the office administration within Harbour Financial.

In my spare time I like to be creative, making home furnishings, dress making, gardening and decorating.


Get In Touch

Harbour Financial

Suite 2, Quay House,
Battlesbridge Harbour,
Battlesbridge, Essex SS11 8TD

Tel: 01268 562502
Email: ifa@harbourfinancial.co.uk

Opening hours
Mon-Fri 9:00 am to 5:00pm

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What to do if you have a complaint   |   Privacy Policy   |   Disclaimer   |   Cookie Policy

Harbour Financial is the trading name of Harbour Financial Limited Liability Partnership which is Authorised and Regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 626323 at https://register.fca.org.uk/

The Financial Conduct Authority does not regulate, taxation and trust advice, school fees planning and will writing is not regulated by the Financial Conduct Authority.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of your investment can go down as well as up and you may not get back the full amount invested.

The FCA offers free and impartial money advice via their consumer website: http://www.moneyadviceservice.org.uk/

Registered in England Company No. OC392912
Registered address 16-18 West Street, The Square, Rochford, Essex, SS4 1AJ.

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