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.
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 .
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.
• 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.
• 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.
• 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: Financial 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.
· 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.
· 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.
Date joined the company: April 2018
Qualifications: O Levels & GCSE’s.
I have been in the industry since: 2009
Role within the business: Client Service Manager
A bit about me: I have 2 children & 3 grandchildren. I love spending time with my family, socialising with friends & going out for meals.
Date joined the company: April 2018
I have been in the industry since: May 2005
Role within the business: Client Service Manager
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.
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.
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.
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: 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.
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.
• 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.
• 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.
• 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.
• 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.
• 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!
• 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.
• 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.
• Date joined the company: 15th April 2019
• I have been in the industry since: April 2019
• Role within the business: Customer Service Support
• 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.
• 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.
• Date joined the company: September 2019
• I have been in the industry since: September 2018
• Role within the business: Paraplanner
• A bit about me: I’m originally from Brighton, but now live in West Yorkshire with my fiancé, Lucy. I’m a big sports fan and I particularly enjoy running, golf, football and cricket.
• Date joined the company: September 2019
• I have been in the industry since: September 2019
• Role within the business: New Business Administrator
• A bit about me: I am very interested in all different types of activities: I am a keen skier as I have been doing this since I was a child alongside athletics, most evenings you will find me in the gym and then on a Saturday afternoon I will be watching football with my dad. I love spending time with my family and friends - especially when we are out shopping.
• Date joined the company: August 2019
• I have been in the industry since: August 2019
• Role within the business: Protection Adviser
• A bit about me: I’m a big family man, I’m married and have three children which take up most of my time. I’m a big lover of music and spent several years working in the music industry before coming in to financial services. I love sports, with Golf and American Football being my favourites.
• Date joined the company: January 2020
• I have been in the industry since: 2020
• Role within the business: Paraplanner
• A bit about me: Outside of work I love spending time with my wife and my daughter. I enjoy watching movies and have a good gaming session on my Xbox. I’m partial to a city break and enjoy spectating most sports, in particular American Football. I’m originally from Northampton and have lived in West Yorkshire for over 15 years.
• Date joined the company: December 2019
• I have been in the industry since: 2019 since achieving my CeMAP qualification, however you could find me in and around the house moving process/mortgages beforehand as an estate agent for many years!
• Role within the business: Mortgage administrator
• A bit about me: Outside of work, I enjoy spending time with family, friends and walking my dog (cocker spaniel). I play football and squash regularly, while supporting Liverpool FC.
• Date joined the company: January 2020
• I have been in the industry since: January 2020
• Role within the business: Receptionist
• A bit about me: I love spending time with my friends and family especially going out for food with them. I also love going on holiday, visiting new places and exploring their cultures.
• Date joined the company: January 2020.
• I have been in the industry since: January 2020 but previously worked within the Insurance industry from 2008-2011.
• Role within the business: Client Service Manager.
• A bit about me: Recently left HM Armed Forces. I am a Rugby player and big family man, married with two children.
• Date joined the company: November 2013
• I have been in the industry since: 2008
• Role within the business: Paraplanner
• A bit about me: Outside of work I enjoy spending time with my family and friends, socialising, going to the gym and travelling to sunny destinations.
