- 01992 633100
- info@hertsfs.co.uk
- 42 High Street, Cheshunt, Herts, EN8 0AQ
Sharon Coleman
Owner & Director
Sharon is Director and main shareholder of the business. She works behind the scenes to en-sure the smooth running of the office and to ensure that we provide the best possible service to our clients. Sharon was previously a manager in Social Services for over 20 years and has a wealth of experience providing service to the public.
Sharon Richardson
Mortgage, Protection & Equity Release Specialist
Sharon has worked with Herts Financial Services for 5 and a half years. Before this, she was a top performing branch manager for Halifax. She has over 28 years experience in finance. Before realising that her true passion was in the financial sector, Sharon worked in the legal industry and also has a background in investments. Her passion is equity release and believes it really helps people. Sharon is office manager at Herts Financial Services.
Aimee Turvill
Estate Planning
Aimee has recently joined the Herts FS team with over 10 years’ experience in the financial services industry, she has worked her way up from Administrator to paraplanner and has a number of exams including an Award in Financial Administration for Pensions & Administration, Certificate in Regulated Financial Services Operations, some mortgage qualifications and more. Aimee also has extensive legal knowledge and currently works with Harvey under Later Life Legals to help plan for clients future needs around their estates and is passionate about learning as much as she can within the legal sector to help clients plan for the future.
Harvey Gelman
Director
Harvey has been in Financial Services for over 40 years and in that time has specialised in Estate planning which involves a combination of financial and legal advice in connection with both personal and business related matters. One cannot buy experience it has to be earnt and in his many years he has assisted hundreds of individuals and families on their journey in particular into retirement and beyond. He is passionate about and ensures that estates are set up correctly so assets are protected wherever possible and effectively manage wealth and tax planning.
Michelle King
Owner & Pensions and Investment Specialist
Michelle joined Herts Financial Services 3 years ago. Michelle is currently taking her exams in pensions and investments after shadowing Harvey for the last 2 years. She has learnt an copious amounts and met hundreds of clients already, learning about all the different types of financial needs. Michelle, not only works full time at Herts Financial Services but also has a separate business which she has successfully run for 20 years. She is key to the running of the business and is in charge of monitoring compliance.
Elise Coleman
Owner & Mortgage and protection adviser
Elise has worked at Herts Financial Services for 3 years now after finally deciding she wanted to follow in her Dads footsteps. With over 90% in her mortgage exams, it is safe to say Elise found her true passion in Mortgages. You will often hear her saying ‘I actually love my job’. Previously, Elise worked in banking since 2018. She has a 2.1 degree in Public Relations which helps her to run the business. She is also in charge of all the social media accounts and branding. Elise is currently in the process of getting her Equity Release qualification.
Steve Gilbert
Mortgage, Protection & Equity Release Specialist
Steve has worked in the industry for over 35 years, initially advising as a tied agent and then as an Independent Financial Adviser in most areas of financial planning. However, 10 years ago when the industry seemed to be encouraging advisers to become more specialized and advise on a narrower range of financial planning areas, Steve decided to go down the mortgage and protection route having already achieved the required qualifications and soon after and soon after passed the Equity Release certificate. It was around this time that he joined Herts Financial Services having previously worked in London. Steve has his own loyal customer bank.