Who we are

Meet the team

Variety is the spice of life so they say, and no two days here at Curo Paraplanning Limited are the same.
Our team is made up of many individual personalities but together we have one goal; to provide an approachable, client focused and efficient service for all our clients.

The Team

Michelle Harvey

The boss and protector!

With over 25 years in the financial sector I enjoy the variety each day brings, it’s always a challenge and I’m passionate for getting things right first time for my clients.

Karen Beresford

The maths geek and Deputy

I have 15 years of experience in the financial sector. I love my job because no two days are the same, I get to use my inner maths geek daily and I work with a great bunch of people.

Jaycee Reed

Our political correspondent and Administrator

What I enjoy about my job aside from working with great people who make it fun, is expanding my knowledge on pensions, ISA’s and investments. I particularly like creating the different suitability reports for them.

Helen Taylor Jay

Little miss sunshine and marketing

I love working with this team, they are a brilliant and funny bunch, I always look forward to coming into the office.


The office manager

Looking after the staff is my favourite bit and I like to welcome our visitors too, be it with a bark and a wagging tail.