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What we doSimon Jukes
Company Director & Financial Adviser
Simon is the owner of the company along with his wife Sue. He is the principal adviser at The Penny Group Harridge and it’s his job to meet with clients. He has vast knowledge on financial planning from years of experience in building solutions for clients’ pension, investment, insurance and mortgage needs. He will be able to assess your situation and provide a solution that is right for your individual needs.
To get in touch with Simon please call 07702137756 or email simon.jukes@tpgh.co.uk
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Sue Jukes
Board Adviser
Sue and Simon have worked together since 2007 building the business from a quite small practice to the professional, somewhat larger business in front of you today. Sue joined the business in 2007 and, after playing a key role in shaping its compliance culture, now acts as a Board Adviser, providing strategic and regulatory oversight.
To get in touch with Sue please call 07753937687 or email sue.jukes@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Tayler Aitken
Assistant Director & Financial Adviser
Tayler joined The Penny Group Harridge in 2019, having previously worked for some large Financial Service providers, most recently Zurich. Tayler is fully licensed to give advice on a wide range of your financial planning needs. This allows him to advise holistically and look at the client’s full circumstances to advise on a wide range of your financial planning needs. Tayler is diploma qualified and continues to take responsibility for his own professional development by looking to further his professional qualifications and keeping up to date on developments in the industry. This desire to succeed is reflected in his determination to always do the right thing for his clients. Tayler lives close to the office and as such has built good relationships through structured networking in the surrounding area.
To get in touch with Tayler please call 07944558177 or email tayler.aitken@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Fraser May
Financial Adviser
Fraser has over thirty years’ experience in financial services. Based in St. Helens, Fraser provides financial advice to clients residing predominantly in the Northwest of England. Fraser can assist you with a wide range of your financial planning needs and his considerable knowledge and expertise ensures that your financial security is in safe hands. Whether you are buying your first home or retiring, Fraser can help to make your financial planning journey smooth and stress free.
To get in touch with Fraser please call 07785115657 or email fraser.may@tpgh.co.uk
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Phil Done
Chartered Financial Adviser
Phil Done, started his career in financial planning having left Durham University with a BSc in physics and an MSc in theoretical physics. Since then, Phil has amassed a wealth of experience in a wide range of areas within financial services and now specialises in wealth management, retirement and estate planning. Phil is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
To get in touch with Phil, please call him on 07885 066568 or email him phil.done@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Luc Poyda
Financial Adviser
Luc joined the company in October 2021 and has since thrived in the Hungerford and Newbury areas as a holistic financial planner, able to assist his clients through all stages of their financial journey. Luc is diploma qualified and currently on track to achieving his chartered status. As a younger individual in the financial services industry, Luc has a very developed understanding of technical financial tools, including financial forecasting and cash flow modelling, adding real value to the ways in which his clients are looked after. Luc is available for online or face to face meetings
To get in touch with Luc please call 07801272663 or email luc.poyda@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Cain Thomas
Mortgage & Protection Adviser
Cain joined The Penny Group Harridge in 2020 and is the key adviser and administrator for Mortgages and Protection within the business.
Cain has several years of experience in the industry and is keen to help guide clients through the processes, whether they are purchasing a property, remortgaging or applying for insurance. Cain is also working towards obtaining his Diploma in Regulated Financial Planning.
To get in touch with Cain please call 07957555617 or email cain.thomas@tpgh.co.uk
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Toby Warn
Financial Adviser
Toby joined our team in April 2024 as a Trainee Financial Adviser and has since qualified as a Financial Adviser. He previously worked for one of the UK’s largest Chartered Financial Planning firms and holds a BSc in Economics and Business. Now qualified, Toby is committed to building strong client relationships and delivering personalised financial planning advice. He is currently working towards achieving Chartered Financial Planner status, further demonstrating his dedication to professional development and providing the highest standard of service.
To get in touch with Toby, please call him on 07975 764365 or email him on toby.warn@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Sam Lobb
Financial Adviser
Sam joined us in May 2025, as a Trainee Financial Adviser. He has a background in accounting and is currently working towards achieving his Diploma in Regulated Financial Planning, he is now a qualified Financial Adviser. Sam has a BSc in Business and Management. Whilst on the journey of becoming a qualified Financial Adviser, Sam will be supporting the back office to allow us to continue to provide the highest quality service to all our clients. Sam has recently qualified as a mortgage and protection adviser.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Sam Wilson
Financial Adviser
Sam joined the team in August 2025 as a Trainee Financial Adviser and quickly progressed to become a fully qualified Financial Adviser. He holds a BSc in Economics and Business, giving him a strong analytical and commercial foundation to support his clients’ financial planning needs.
Sam is passionate about building long-term relationships and helping clients make informed, confident decisions about their financial future. He takes a clear, structured approach to advice, tailoring recommendations to each client’s individual circumstances and long-term objectives. Using tools such as cashflow modelling, he helps clients understand their goals and the long-term impact of their decisions.
To get in touch with Sam, please call him on 07386740681 or email him on sam.wilson@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Calvin Husbands
Chartered Financial Adviser
With over 30 years of experience in the financial services sector, Calvin is a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS), a title representing the pinnacle of professional achievement in the industry.
In 2004, Calvin founded Heavenly Finances Limited, which provided both personal and corporate planning and advice. In 2025, this journey reached a significant milestone when he sold the business to The Penny Group Harridge, one of the largest wealth businesses within the Openwork Partnership.
As part of this transition, Calvin continues to provide expert guidance that ensures that his long-standing legacy of ethical practice and technical excellence is supported by The Penny Group Harridge’s enhanced infrastructure and technology, securing the long-term financial goals of his clients in the North West area and beyond.
You can reach Calvin on 07973 602460 or email him calvin.husbands@tpgh.co.uk.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
David Openshaw
Financial Adviser
David joined Harridge Financial Services in 2025 following the merger with Heavenly Finances. With around seven years’ experience in financial services, he provides comprehensive financial advice tailored to each client’s circumstances. Based in Lymm, Cheshire, he works with clients locally and across the wider region.
He advises on a wide range of financial planning needs, with a particular focus on retirement planning, pensions, investments and inheritance tax planning. He is also mortgage advice qualified. Prior to entering the industry, David was the owner and Director of two food manufacturing businesses, successfully exiting the most recent in 2006, bringing valuable commercial insight to his advice.
As a member of the Society of Later Life Advisers, David specialises in later life financial planning and regularly works alongside solicitors acting under powers of attorney.
To get in touch with David, please call 07976244458 or email david.openshaw@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Stuart Burrows
Financial Adviser
Stuart brings a methodical, client focused approach to financial services, combining knowledge gained over 30 years with ethical driven advice. Stuart helps ensure that every recommendation supports long-term client wellbeing and professional integrity. He helps clients make the right decisions for their needs and translates complex requirements into practical, outcome driven solutions.
To get in touch with Stuart please call him on 07828937594 or email on stuart.burrows@tpgh.co.uk
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Ebonie Bateman
Head of Client Services
Ebonie joined us in 2018 and is working towards her Diploma in Regulated Financial Planning. Her main role is supporting our Financial Advisers ensuring that they have all of the information they need to give advice. This includes data gathering, liaising with clients and providers, and compiling reports. Ebonie ensures that the client journey is as hassle free as possible, ensuring that clients know what we are doing for them and are updated effectively.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Charlotte Webb
Client Services Executive
Charlotte joined in October 2023 and brings with her a wealth of administration experience having worked at one of the UK’s biggest building societies. Charlotte is a point of contact in supporting clients and assisting advisers to carry out their role. A crucial part of Charlotte’s role is reporting to clients to keep them fully informed on their pension or investments. Charlotte is currently working towards her Diploma in Regulated Financial planning and has passed R01 recently.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Genie Marshall
Client Services Executive
Genie joined in November 2023 and was recruited to support our financial advisers in an administrative capacity. Genie is a point of contact for existing and prospective clients. In her role, she will assist advisers by producing reports and gathering information for them to advise clients. Genie is also working towards her Diploma in Regulated Financial Planning and passed her R01 exam recently.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Kyle Scott
Work Placement Student
Kyle joined us in February 2025 on a placement from Swindon College whilst studying a T level Course in Financial Services. Kyle’s 12 months’ work experience with The Penny Group Harridge should provide practical learning and help him to successfully complete the course as well as help support the administration in our Client Services Team.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Shelley Done
Client Services Executive
Shelley came across to The Penny Group Harridge in 2023 when her husband Phil’s business, PDA Financial merged with us. Shelley has supported Phil and clients across 3 decades on all aspects of client service. Her passion and drive to deliver best possible client outcomes is outstanding.
The Penny Group Harridge is a trading style of Harridge Financial Services, an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Reagan Trill
Mortgage and Protection Administrator
Reagan joined us in March 2026 as a Mortgage and Protection Administrator, where he provides dedicated support to both our mortgage advisers and clients. He plays an integral role in ensuring each application progresses smoothly from start to finish, offering clear communication and a reassuring presence throughout the process.
Abbie Barlow
Client Services Executive
Abbie joined the team in April 2026 to support the admin team, after recently graduating with an honors degree in psychology. Abbie provides devoted support to both the financial advisers and clients and is currently working towards her R01 exam.
Charlotte Goodrick-Meech
Client Services Executive
Charlotte joined the team in April 2026 to support the admin team, after recently graduating with a bachelor’s degree with Honours from the University of Gloucestershire. Charlotte provides devoted support to both the financial advisers and clients.