Meet The Team

• 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.

• 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 and son.

• 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

• 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 and two children

• 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 and we have 2 great kids.

• 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.

• 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.

• Date joined the company: 2012
• I have been in the industry since: 1991
• Role within the business: 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: 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

• 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.

• 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: Director, 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.

• 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.

• Date joined the company: May 2018
• Qualifications: Financial Planning Cert Wills & Inheritance Planning Writer .
• I have been in 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, as well as my two children, they 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 in 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, as well as spending time with my family in Devon.

• 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.

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

• 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 and we have 2 grown up daughters and 2 granddaughter's. I love spending time with my family, holidays and reading.

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

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

• 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.

• 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 and Customer Service Support
• 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 Manager
• A bit about me: Outside of work I am a keen traveller and I am also a keen photographer when I have time.

• 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: Quality Assurance
• 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 in the industry since: 1979
• Role within the business: Mortgage Adviser
• 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: Protection Adviser
• 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 Manager
• 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: 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 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 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: Financial Adviser
• A bit about me: I’m originally from Brighton, but now live in West Yorkshire with my fiancé. 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 Manager
• 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: Financial 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: Financial Adviser
• 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: Paraplanner
• 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: 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.

• Date joined the company: 5th February 2018
• Qualifications: BA Business; Human Resource Management and Employment Law, IMC, CISA.
• I have been in the industry since: 2012
• Role within the business: Financial Adviser
• A bit about me: have a background working in the city working in fund management, I love to cook and I enjoy the snooker, and badminton, and I am frequently found walking my dogs in the peaks.

• Date joined the company: September 2020
• I have been in the industry since: 2016
• Role within the business: Paraplanner
• A bit about me: Outside of work I’m a big American Football fan and a season ticket holder for the International Games held in London. I also love travelling and spent the 5 months prior to joining IP Wealth travelling around Asia and New Zealand. I’m originally from Edinburgh and have lived in Leeds for the past 5 years.

• Date joined the company: January 2021
• Time within financial services: 14 Years
• Role within the business: Financial Adviser
• A bit about me: Outside of work I enjoy playing sport and spending time with my young family.

• Date joined the company: March 2021
• I have been in the industry since: 2014 
• Role within the business: Financial Adviser
• A bit about me: I generally spend my spare time playing golf, going to the gym or playing rugby. I also enjoy long walks with my cocker spaniel and socialising with friends.

Date joined the company: 1st April 2021
Qualifications: Bachelor of Science, Manchester Metropolitan University & Diploma in Financial Advice and CeMap
I have been within the industry since: 2014
Role within the business: Financial Adviser
A bit about me: Thoroughly enjoy networking and meeting new people, seeing new places and heading to new destinations to sample there food and drink (cultured!). Play rugby for a hobby, big family man

Date joined the company: 1st April 2021
Qualifications: BA (Hons), DipFA
I have been in the industry since: 2012
Role within the business: Financial Adviser
A bit about me: I am a keen spectator of sport. I play squash and I enjoy walking.
I like to socialise with friends and family in addition to travelling when I get the opportunity.

Time within financial services: Since 1994
Role within the business: Client Development Manager
A bit about me: Enjoy running, socialising and spending time with my family.

Date joined the company: 1st April 2021
Time within financial services: 1990
Role within the business: Customer Service Support
A bit about me: I enjoy the theatre, spending time with my family.

Date joined the company: 1st April 2021
Time within financial services: 25 years
Role within the business: Customer Service Support
A bit about me: I am married and we have three children, I love spending time with my family and socializing with friends.

• Date joined the company: April 2021
• Role within the business: Financial Adviser
• A bit about me: I enjoying eating out with friends, travelling the world, and exercising with my dog, Bella.

Date joined the company: May 2021
Qualifications: Chartered Financial Planner
Time within financial services: Since 2003
Role within the business: I provide advice to the firm’s clients and also complete analysis and calculations of clients’ pension benefits 
A bit about me: I am married and have two children so most of my spare time is spent on family duties. Prior to having children most of my free time was spent travelling

Date joined the company:  July 2021 
Qualifications: DipFA,  CF1, CF6
I have been within the industry since: 2012
Role within the business: Financial Adviser
A bit about me: I enjoy Sports, Music, Travelling and spending time with my friends and family.

Date joined the company: September 2021
Qualifications: DipFA
I have been in the industry since: 1985
Role within the business: Financial Adviser
A bit about me: I am married with a grown up son and daughter. My sporting activities extend to snooker and watching motor sport but I get exercise walking a Rhodesian Ridgeback.

Date joined the company: December 2021

Time within financial services: Since late 1999

Role within the business: Pension specialist and financial planner

A bit about me: Outside of work, I enjoy spending time with my wife, discovering coastal walks with our dog, also I am keen rugby fan and love overseas travel and to explore.

• Date joined the company: January 2022
• I have been in the industry since: January 2022
• Role within the business: New Business Administration
• A bit about me: I enjoy everything football and have a Huddersfield Town season ticket. I like listening to music and spending time with my friends and family.

• Date joined the company: 01/02/2022
• I have been in the industry since: 01/02/2022
• Role within the business: Trainee Customer Service Manager
• A bit about me: I like spending time with my family and partner, watching comedy shows and having a laugh. I am a self-confessed movie geek and love all things superhero related, so I like to go to the cinema most weekends. I enjoy watching both Rugby League and Football, and am an avid fan of Leeds Rhinos and Manchester United. I like going to the seaside for long coastal walks, finished over with some nice grub and an ice cream. Flamborough head and Whitby being my favourites.

 

• Date joined the company: March 2022
• I have been in the industry since: March 2022
• Role within the business: Receptionist / Client Service Support
• A bit about me: In my free time I am a painter and I practice yoga; I enjoy live music and travelling to new places.