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About us

Stewart and Peter have worked closely together for many years and in 2020 they decided to combine their businesses to allow them to increase the scope of advice they are able to offer their clients. Between them they have over 25 years of experience advising clients and both believe strongly in putting the client at the forefront of everything they do. They are based in the centre of Harrogate but have clients all across the country. They will make use of the latest technology to ‘meet’ you remotely, or should you prefer they are happy to meet at their office or your home.

SPA Financial Planning Ltd. are an appointed representative of 2Plan Wealth Management, this allows them access to cutting edge technology and a robust compliance framework. 

Meet the team

SPA Financial Planning Harrogate Meet the team
Stewart Amos SPA Financial Planning Harrogate

Stewart Amos (DipPFS)

Financial Advisor

Stewart began his career in financial services in 2011 shortly after returning to his hometown of Harrogate. Stewart won ‘New Advisor of the Year’ in his first full year as part of 2Plan. He lives in the town with his wife Katie and son Frank and in his spare time likes to enjoy all that the local area has to offer.

Peter Catton SPA Financial Planning Harrogate

Peter Catton (DipPFS)

Financial Advisor

Peter began his career in financial services shortly after graduating university in 2002. He is a two-time recipient of the ‘2Plan Mortgage Advisor of the Year’ award. He lives in Harrogate with his wife Emma and two daughters Sophie & Isobel. When not working he loves spending time with his family or enjoying the occasional round of golf.

Nicola Wilson SPA Harrogate

Nicola Wilson

Protection Advisor

Nicola joined Spa Financial Planning in 2020 as their dedicated protection advisor. She has worked as a will writer and a solicitor for the past 20 years and wanted to expand the areas she was able to advise on. She lives in Harrogate with her family and numerous pets.

Luke Kelly SPA Financial Planning Harrogate

Luke Kelly

Office Manager

Luke began working for Stewart & Peter in 2017 as part of a business administration apprenticeship. He has recently completed his CeMAP qualifications as he looks to move from his administration role into advice. He lives in Ripon and outside of work he enjoys rock climbing and hiking.

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