ABOUT US
Meet the Team
Peter Page
Peter has over 40 years’ experience in Financial Services and has been at Research since 1994 prior to that he spent almost 16 years with a leading Scottish Life Assurance society where he joined as junior administrator after leaving the 6th form. Peter has been the MD since 2003 and has led his team to establish Research as a trusted company respected by many fellow professionals and from the Accountancy and Legal professions within Darlington and beyond.
In his spare time, apart from spending time with his family and 3 young Grandchildren. Peter enjoys keeping fit and has been a lifelong supporter of his home city club of Newcastle United.
Peter, like Kevan and Brian looks after clients who come from near and far, who find that they soon establish a long-term business relationship with a friendly and professional firm of financial advisors.
Kevan Oliphant
Kevan joined the advisory staff at Research in September 2001 and has spent over 30 years in financial services.
Away from the office in addition to spending time with his family Kevan is well known locally to many Rugby fans as he is still very closely involved with West Hartlepool RFC having been a first team player and latterly a coach and in his younger days Kevan played for England Colts.
Kevan has a warm and engaging personality as many of our clients would lay testament to, and like Peter specialises in investment, retirement and tax planning.
Kevan will be delighted to meet and welcome new clients and to see the many that he looks after at present, so please feel free to get in touch.
Brian Smith
Brian has worked at Research for over 10 years. His financial expertise has been built up over the years through substantial experience and knowledge. Brian strives to continuously develop himself and is currently studying towards chartered level.
In Brian’s spare time, he enjoys spending time with his wife and daughter, going for walks and family days out. He also enjoys going to the gym and socialising with friends.
Brian is dedicated to meeting the financial needs of his existing and future clients.
A good team will only flourish if they work together and support a common goal. I am delighted to say that here at Research we have an experienced support team who value the needs of our clients as much as the financial advisors that the clients have a personal relationship with, many of you already know and have met support team members, for those of you yet to do so I am sure that you will be looked after by who ever you come into contact with.
Carol Pritchard
Accounts Manager
Jo Marriott
Senior Administrator & PA to Managing Director
Maxine Canning
Susan Maddison
Our Services
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.
Providing you with the standard of living you wish after you stop work.
Environmental, Social and Governance (ESG) strategies have proven that they can be market-beating.