Mary Barnett

I joined Prudential after leaving school and left 30 years later when my job role moved to Scotland.

Following  a long and varied career working at Prudential I decided to change  tack and train as a paraplanner, working alongside Financial Advisers.  In 2013 I joined Harpsden Wealth Management (Formerly Oaktree) to work  with an adviser with his own client base who had also recently joined the company. 

I have known Julian since I joined Harpsden and have worked with him since early in 2018 when he joined the company.

I  enjoyed working at Harpsden as it allowed us to look after clients in a  personal and bespoke manner. However, I left in July 2021 because  Harpsden had just been purchased by a larger company and I decided not  to stay with them.

I  retired to Devon but have been lured back to work as Julian approached  me offering the opportunity to support him and his clients working for Arborfield Wealth Limited.