Meet The Team

Simply Put Planning

Meet our dedicated team...

Our Team - Your Team


David V Hartley













I have spent the past 24 years advising clients and helping them and their family to meet their long term goals.

Straight forward, easy to understand principles have been the bedrock of my advice over that period.


Listening and making a difference in helping people to plan their lives. After 24 years of helping individuals to achieve their ambitions.


Joanne Hartley



















Joanne has spent all of her career, spanning some 33 years in accountancy practices.


Joanne is responsible for tax work, budget and forecasting. Strongly focused on delivering client service excellence. From the smallest tax return to the most compicated inheritance tax planning calculations.


Joanne's analytic approach ensures that there is foundation in the pathway that you choose.