Meet the team

At Oakleaf, we care as much about your financial well being as we do our own

About Us

Our team

Ensuring we remain at the financial cutting-edge is taken very seriously and we have a dedicated team of advisers, specialising in financial planning and wealth management. Our Financial Advisers have a wealth of experience, providing financial solutions that are individually tailored to clients needs. All our Financial Advisers are qualified to the highest standard and have already gained their Statements of Professional Standing well ahead of the 1st January 2012 deadline.

Dawn MorganDawn Morgan DipPFS, Financial Adviser

Dawn has worked in financial services for over 20 years providing independent financial advice for more than 12 years.


Steve LongSteve Long,
Financial Planner

Steve has over 30 years' adviser experience working in a national accountancy firm, a high-street bank, a major building society as well as financial advisory companies. 

His experience has given him a vast knowledge of the industry to utilise in his role of servicing and advising clients throughout their lifetime.

Raj BharjRaj Bharj, Paraplanner

Raj has worked in financial services for more than 15 years and as a Paraplanner for over 10 years, her wealth of experience is invaluable to our processes. Raj keeps on top of regulatory matters, new products and technology offerings by attending seminars and viewing online webinars offered by product providers and other professional institutions.

Our Paraplanners work alongside our Advisers to establish the most suitable solutions to meet your objectives and Raj would be delighted to speak with you at any time.

Rachel LewisRachel Lewis, Paraplanner

Rachel works alongside Raj as a Paraplanner and has over 4 years' experience within financial services having previously spent several years in print and logistics.

Rachel is studying towards her Certificate in Financial Administration & Planning (CeFAP) and to maintain her continued professional development also attends seminars and online training provided by product providers and professional institutions. This ensures Rachel is abreast of industry matters such as new products and regulatory changes.

Rachel works alongside the Advisers in establishing the best solutions for you and would be delighted to speak with you at any time.

Helen KnowlesHelen Knowles,
Client Relationship Manager

Helen has over 20 years experience leading teams responsible for delivering financial service operations.



Sadie FewerSadie Fewer,
Client Relationship Co-ordinator

Sadie has worked within financial services for 5 years and liaises with Clients and Providers and carries out the policy servicing

Sarah WadeSarah Wade,
Client Relationship

Sarah has over 20 years experience within the financial services industry and specialises in client management and policy servicing.

Contact us now for a FREE initial consultation!

Margaret House
2 Devonshire Crescent
ss LS8 1EP

0113 268 4341

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