Richard Meredith

Richard Meredith
  • Job Title: Managing Director/Financial Adviser
  • Date joined the company: Since its inception in December 2012
  • I have been in the industry since: 1990
  • Role within the business: Managing Director
  • A bit about me: I enjoy playing golf and travelling.

Nik Broumley

Nik Broumley
  • Date joined the company: Since its inception in December 2012
  • I have been in the industry since: 1999
  • Role within the business: Director/Principal, Head of Client Servicing and Financial Adviser
  • A bit about me: I love watching football and playing football, holidays and travel but most of all spending time with my wife Natalie and son Clark

Darren Bedford

Darren Bedford
  • Date joined the company: December 2012
  • I have been within the industry since: 2007
  • Role within the business: Financial Adviser specialising in the investment and pension market
  • A bit about me: Outside of the business spending time with my family is very important, I am also a keen football fan and enjoy a round of golf

Steve Crane

Steve Crane
  • Date joined the company: Since its inception in December 2012
  • I have been in the industry since: 1996
  • Role within the business: Pensions & Investments Manager
  • A bit about me: I love all Sports, including still playing cricket and cycling. Also an active Trustee of the local Eastside Community Sports Trust.

Antony Dickson

Antony Dickson
  • Date joined the company: I joined IP Wealth in 2012, my job takes me all over Yorkshire and beyond.
  • I have been in the industry since: 2002, I started my career working for the Co-operative and shortly after started my own mortgage business. Prior to my roles within financial services I worked for BAE systems as a project engineer.
  • Role within the business: Financial Adviser
  • A bit about me: I live in East Yorkshire with my partner Louise and two children Jack and Lottie

Andy Foster

Andy Foster
  • Date joined the company: Since the company inception in December 2012
  • I have been in the industry since: 1996
  • Role within the business: Mortgage and Life Protection Specialist
  • A bit about me: I enjoy football and running. I am married to Claire and we have 2 great kids called Lauren and Luke.

Steve Garner

Steve Garner
  • Date joined the company: 2012
  • I have been within the industry since: 1980
  • Role within the business: Financial Adviser
  • A bit about me: Married with one child. Supporter of Hull City Football Club and Yorkshire County Cricket Club.

Ian Guest

Ian Guest
  • Date joined the company: Since it's inception in December 2012
  • I have been in the industry since: 1999
  • Role within the business: Financial Adviser
  • A bit about me: I love spending time with my family. We often travel around the UK in our caravan. I am a big Rotherham fan and love playing golf, football and cycling.

Laurie Hamer

Laurie Hamer

 Date joined the company: Since August 2017
 Qualifications: Bachelor of Science, Manchester Metropolitan  University, DipFA, CeMAP
 I have been within the industry since: 2014
 Role within the business: Protection Adviser / Protection  Specialist
 A bit about me: Thoroughly enjoy networking and meeting new people, seeing new places and heading to new destinations to sample their food and drink (cultured!). Play rugby for a hobby, big family man.
 

Rob Horne

Rob Horne

 Date joined the company: 2012
 I have been in the industry since: 1991
 Role within the business: Mortgage Adviser, Protection Adviser.
 A bit about me: In my spare time I ride and work on my motorbikes and I enjoy my time away in my campervan, most often though I like to socialise and try new food and drink.

 

Ken Kaye

Ken Kaye
  • Date joined the company: July 2017
  • Qualifications: Level 6 Advanced Diploma in Regulated Financial Planning, CeMAP, ER1
  • I have been within the industry since: 2003
  • Role within the business: Chartered Financial Adviser
  • A bit about me: I enjoy playing football as well as spending time with my family and friends
 

Steve Kendall

Steve Kendall
  • Date joined the company: I joined the company in 2012.
  • Time within financial services: I first joined the industry over 20 years ago.
  • Role within the business: My current role is a Financial Adviser, most frequently advising on pensions, investments and protection.
  • A bit about me: I like to cook and eat, when I have the time I like to both paint and read. I exercise by spending time trying to catch my dog, and I try to visit the gym at least twice a week to allow me to succeed.

Martin Leach

Martin Leach
  • Date joined the company: Joined 2012
  • I have been within the industry since: 1979. I worked through the ranks at the Halifax and, for over 12 years, as a financial adviser, most recently as a pension and investment specialist.
  • Role within the business: Financial Adviser, Pension & Investment Specialist
  • A bit about me: My interests when not working revolve very much around the family, having two daughters and two grandsons to fill my time. I also recently acquired an old sports car and have just enrolled onto the Association of Advanced Motorists course.

Steve Simmonds

Steve Simmonds
  • Date joined the company: November 2012
  • I have been in the industry since: 2001
  • Role within the business: Financial Adviser
  • A bit about me: For my sins in a previous life, I have been a season ticket holder at Sheffield Wednesday FC for 30 years.

Michael Surtees

Michael Surtees
  • Date joined the company: Since it's inception in December 2012
  • I have been in the industry since: 1991, working for companies such as Abbey Life and Friends Life.
  • Role within the business: Pension Manager and At-Retirement Specialist.
  • A bit about me: Married with one son. A keen golfer and summer cyclist. I love to travel and explore.

Steve Wray

Steve Wray
  • Date joined the company: July 2015
  • I have been in the industry since: 1985
  • Role within the business: Mortgage Broker and Protection Adviser
  • A bit about me: I was brought in to help grow the mortgage business. I enjoy most sports and spending time with my family.

Michael Duffy

Michael Duffy

Date joined the company:  May 2018
Qualifications: Financial Planning Cert  Wills &Inheritance Planning Writer .
I have been within the industry since: 1994
Role within the business: Protection Specialist .Dealing with clients  Life and Critical illness plans
A bit about me: Most of my free time is spent with my horses at the races most weekends, I enjoy travelling, walking my dog and spending as much time with my wife and 3 sons and love my holidays .

Aston Pullan

Aston Pullan

Date joined the company: May 2018
I have been in the industry since: 2004
Role within the business: Financial Adviser
A bit about me: I enjoy spending time with my wife Laura and socialising with family and friends. I like simple things such as walks in the country, good food and a good pint of real ale…even better if they are all combined! European City breaks are my favourite way to bring in a New Year.
 

Robert Brear

Robert Brear


• I have been in the industry since: March 1993
• Role within the business: Financial adviser specialising in advising high net worth individuals
• A bit about me: Travelling and spending time with my wife Rachel, as well as my two children Amelia and Matilda are important priorities for me. I also try and play golf as often as possible with friends and work colleagues. I really enjoy my role within our company and have a good work / life balance.

 

Andrew Parkinson

Andrew Parkinson

• Date joined the company: 30th July 2018
• I have been within the industry since: 2010
• Role within the business: Financial Adviser
• A bit about me: I enjoy both watching and playing football. I also enjoy travelling with my partner Helen, as well as spending time with my family in Devon.

 

Dave Carroll

Dave Carroll
  • Date joined the company: January 2018‚Äč
  • Qualifications: Diploma in Financial Advice and CeMap
  • I have been in the industry since: 11 years so far
  • Role within the business: Financial Adviser
  • A bit about me: Outside of work, I enjoy travel, and surfing when the sea is warm enough! My other passion is photography, which I display on my website and exhibit occasionally.

Rachel Brear

Rachel Brear
  • Date joined the company: April 2017
  • Qualifications: BSc Hons Banking & Finance, FPC1
  • I have been in the industry since: 2002
  • Role within the business: I work in an administration support role in the office
  • A bit about me: I have two children with my husband Robert. I enjoy running, body combat and walking with friends. I also love family time eating out.

Kate Burnley

Kate Burnley
  • Date joined the company: June 2016.
  • Qualifications: FPC1 Qualified.
  • I have been in the industry since: 1996.
  • Role within the business: Assistant to Steve Wray. Mortgage Advisor.
  • A bit about me: I am married to Gareth and have two young sons. I enjoy spending time with my family and good friends and especially love to go on holidays with them.

Jake Houlahan

Jake Houlahan

 

• Date joined the company: November 2017
• I have been in the industry since: 2014
• Qualifications: CeMap and Diploma in Financial Advice
• Role within the business: Protection Adviser
• A bit about me: I enjoy spending time with my partner Laura as well as my friends and family. I am an avid car enthusiast and I also enjoy watching and playing most sports including five aside with my colleagues most Fridays.

Laura Jay

Laura Jay
  • Date joined the company: November 2013
  • I have been within the industry since: 2008
  • Role within the business: Client Service Manager
  • A bit about me: I enjoy socialising with friends and family, the gym and travelling to sunny destinations.

Samantha McCabe

Samantha McCabe
  • Date joined the company: April 2017
  • Qualifications: CII & NVQ Level 4
  • I have been in the industry since: 1997
  • Role within the business: Client Service Manager 
  • A bit about me: I have two teenage children with my husband of over 20 years. We enjoy spending time together as a family, going on holiday, eating out and socialising with friends. I enjoy live music and going to gigs and festivals.

Helen Roberts

Helen Roberts
  • Date joined the company: 18th April 2016
  • Qualifications CEFA 1/2/3/4
  • Time within financial services: 30+ Years
  • Role within the business: Client Account Manager
  • A bit about me: I am married to Martin, we have 2 grown up daughters (Sophie and Leah) and 2 granddaughter's, Ava (3) and Alissa (1). I love spending time with my family, holidays and reading.

Joanne Robinson

Joanne Robinson
  • Date joined the company: January 2012
  • I have been in the industry since : 1988
  • Role within the business: Office Manager
  • A bit about me: I enjoy spending time with my friends and family, holidays, eating out and socialising.

Lauren Smallwood

Lauren Smallwood
  • Date joined the company: 1st December 2014
  • I have been within the industry since: 2014
  • Role within the business: Client Service Manager 
  • A bit about me: I love spending time with friends and family, music, fitness and reading.

Claire Wilson

Claire Wilson
  • Date joined the company: December 2014
  • I have been in the industry since: 2000
  • Role within the business: Head of Management Information and Manager of Customer Service Team
  • A bit about me: I have 2 children. I enjoy spending time with my family and socialising with friends, usually with good food involved. I also like to watch films at home most evenings.

Imogen Milburn

Imogen Milburn

·         Date joined the company: February 2018

·         Qualifications: RO1, CF6,  RO5, FSRE

·         Time within financial services: 3 years

·         Role within the business: Paraplanner

·          A bit about me: In my spare time I enjoy spending time with friends and family. My main hobbies are painting and exercising.

Mathew Harling

Mathew Harling

·         Date joined the company: February 2018

·         Qualifications Diploma In Financial Advice

·         Time within financial services: 5 years

·         Role within the business: Paraplanner

·          A bit about me: In my spare time I enjoy socialising with friends and family. I am interested in music (mainly punk music) and enjoy attending gigs & festivals. I also collect vinyl records.

Joanne Bird

Joanne Bird

Date joined the company: April 2018
Qualifications: O Levels & GCSE’s.
I have been in the industry since: 2009
Role within the business:  Customer Service Support
A bit about me: I have 2 children & 3 grandchildren. I love spending time with my family, socialising with friends & going out for meals.
 

Alyson Wright

Alyson Wright

Date joined the company: April 2018
I have been in the industry since: May 2005
Role within the business: Customer Service Support
A bit about me: I enjoy spending time with my family, walking my dog, eating out and I like to read a good book - particularly on a plane or a beach! I do try and attend Pilate classes when I get chance.

Alice Traynor

Alice Traynor

Date joined the company: February 2018
Time within financial services: 5 years.
Role within the business: Tele-appointer
A bit about me: I enjoy going on holidays to different places, discovering new cultures and trying new food. Also enjoy watching sport such as football, listening to various genres of music and spending time with family and friends.
 

Phia Hawkins

Phia Hawkins

Date joined the company: April 2018
Role within the business: New Business Administrator
A bit about me: Outside of work I am a keen traveller, I love learning about countries cultures and the history that goes with them (however you can’t beat a good beach and a cocktail every so often too).  I am also a keen photographer when I have time, I will always take my camera with me when I head out in case I stumble across something special along the way.
 

Reece Douglas

Reece Douglas

Date joined the company: June 2018
I have been in the industry since: Began in accountancy back in 2013 and made the transition when joining IP Wealth
Role within the business: Trainee Paraplanner
A bit about me: I’m a family man and use my free time to go to the gym, watch most sport and get a holiday in when I can. I also have a big interest in cars.
 

Mark Bradley

Mark Bradley

Date joined the company: 1st June 2018
I have been in the industry since: 1990
Role within the business: Quality assurance
A bit about me: I have worked in the banking and insurance sector since 1990.  In my spare time I love walking and going to the gym and socialising with friends, I also enjoy watching football especially Leeds United.

 

 

 

Ian Derbyshire

Ian Derbyshire

• Date joined the company:  July 2018
• I have been within the industry since: 1979
• Role within the business: Mortgage Administrator
• A bit about me:  In my spare time I enjoy most sports especially cricket, socialising with friends, listening to music and spending time with my family and 3 grandchildren.


 

Sarah Wragg

Sarah Wragg


• Date joined the company: August 2018
• I have been in the industry since: August 2018
 Role within the business: Client Service Manager
 A bit about me: I love spending time with my family and my little girl. In my spare time I like to socialise with friends, get hooked on a new TV series and bake cakes & treats.
 

Jason Vogelsang

Jason Vogelsang

• Date joined the company: 5th November 2018
• Qualifications: FPC 1,2,3 MAQ DipFA
• I have been in the industry since: March 1994
• Role within the business: Head of Restricted Paraplanning
 A bit about me: I always wear a hat except in bed or a shower (I have around 40 approx). I love moving in the Sheffield music scene but confess I am a painting by numbers guitarist. I regulary attend gigs with my wife and often make it a family affair with my 3 grown up children.

May Schofield

May Schofield

• Date joined the company: November 2018
• I have been in the industry since: November 2018
• Role within the business: Protection Paraplanner
• A bit about me: Outside of work I love spending time with my friends and volunteering as a befriender at Age UK. I also love going to the gym and, when I can, going on holiday skiing or adventuring around countries.

Joshua Woodings

Joshua Woodings

• Date joined the company: Joined on 10/12/18
• I have been in the industry since: 2018
• Role within the business: Trainee Paraplanner
• A bit about me: I enjoy spending my free time going to the gym and walking my 2 dogs (Chocolate Labs).  I also love listening to music and spending time with my family!
 

Becci Armitage

Becci Armitage

• Date joined the company: January 2019
• I have been in the industry since: March 2015
• Role within the business: Customer Service Support
• A bit about me: I have recently become a mum and love taking my little boy out and spending time with him, I also like going out with friends and socialising. 

James Judge

James Judge

• Date joined the company: 26th February 2019
• I have been in the industry since: 2015
• Role within the business: Paraplanner
• A bit about me: I enjoy travelling, playing music, cooking and staying fit.

Lucy Whitehead

Lucy Whitehead

• Date joined the company: 15th April 2019
• I have been in the industry since: April 2019
• Role within the business: Receptionist
• A bit about me: I love spending time with my horse Nina and competing in local horse shows. I like listening to music and going to concerts and enjoy going out for meals with my family and socializing with my friends. I also love going to sunny destinations with my boyfriend Josh and sipping cocktails on the beach. 

Paul Dixon

Paul Dixon

• Date joined the company: April 2019
• I have been in the industry since: 2019
• Role within the business: Financial Adviser
• A bit about me: I enjoy spending time with my wife Saskia and family.  We like to spend time travelling, especially to France.  I am a keen skier and enjoy training and exercising, having played rugby in my younger years.

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