Leadership Team
Nikky Broumley
- Job title: Managing Director
- Date joined the company: Since its inception in December 2012
- I have been in the industry since: I have been an adivser since 1999 and I am very passionate about what I do. My speciality is helping my clients understand their financial objectives and helping them achieve them, the feeling of telling a client they no longer need to go to work or have achieved another objective is extremely rewarding.
- Role within the business: I am the Managing Director, I have been with the business since its since its inception and my favourite part of my job is developing and mentoring new advisers
- A bit about me: Outside of work I spend most of my free time away travelling the world and having life experience like walking to the top of Mount Vesuvius or visiting the Norwegian Fjords. I am also a Level 1 qualified football coach and run a Junior Football team.
Darren Bedford
- Date joined the company: December 2012
- I have been within the industry since: 2007
- Role within the business: Company Director and 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
Financial Advisers
Paul Banyard
- 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.
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, 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.
Dominic Cartwright
• Date joined the company: 11/11/2010
• I have been in the industry since: 2006
• Role within the business: Financial Adviser
• A bit about me: In my spare time I enjoy cooking for my family and friends. I am a keen golfer and enjoy camping with my two children.
Daniel Chappell
• 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.
Jen Claxton
- Date joined the company: 4th December 2023
- I have been in the industry since: 2007
- Role within the business: Financial Adviser
- A bit about me: I live in the Glossop area with my family and mad dog. We enjoy going out for meals, taking trips and going abroad for holidays.
Jonathan Crabtree
- Date joined the company: February 2023
- Time within financial services: Since 1993
- Role within the business: Financial Adviser
- A bit about me: I'm a lifetime Hill Walker, angler and Rugby Union fan.
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 and two children
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 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.
Peter Etheridge
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.
Mark Goulding
• 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.
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
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
Joe Hawden
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.
Connah Judson
- Date joined the company: September 2024
- I have been in the industry since: 2023
- Role within the business: Financial Planner
- A bit about me: Outside of work I love to play golf, a hobby I have done since I was young. I am a family man so enjoy spending time with them on weekends and socialising with friends.
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: Financial Adviser
- A bit about me: I enjoy playing football as well as spending time with my family and friends
Chris Kelsey
- 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.
Aaron Lane
Date joined the company: August 2022
Qualifications: DipFA
I have been within the industry since: August 2007
Role within the business: Financial Adviser
A bit about me: I live in Barnsley with my wife and enjoy spending time with family and friends as well
as watching and playing football
George Luya
Date joined the company: December 2024
I have been in the industry since: September 2017
Role within the business: Financial Adviser
A bit about me: Outside of work I try to be active, playing cricket in Summer and squash in Winter. I love hiking, enjoying long weekends in the Lake District and spending time in the Yorkshire Dales when the English Summer permits.
Ed Morris
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
David Oldman-Alexander
- Date joined the company: 2024
- I have been in the industry since: 2024
- Role within the business: Financial Adviser
- A bit about me: Outside of work I enjoy spending time with my family, eating out and walking the dogs especially. I enjoy all sports including golf, playing tennis with my daughter & I still play cricket most summer weekends (Ex. Professional at Yorkshire, Kent & Somerset).
Jacob Marrion
- Date joined the company: June 2024
- I have been in the industry since: April 2021
- Role within the business: Financial Adviser
- A bit about me: In my spare time, I like to travel, play golf and scuba dive when I can. I also like spending time with my family and friends.
Andrew Parkinson
- 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.
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.
Mark Robinson
- Date joined the company: December 2019
- I have been in the industry since: 2019, after joining the industry through mortgage advice, I have since progressed my career and followed my passion into Wealth Management. I enjoy building long term relationships with individuals on their financial journey.
- Role within the business: As a Financial Advisor for IP Wealth Management Ltd with a domestic client base, I am also responsible for the our biggest corporate client - a successful law firm, providing corporate and individual advice to the business and its 250 employees.
- A bit about me: Outside of work I enjoy spending my time with my family - my wife, our little girl, the dog and the cat! - and friends. I enjoy spending my spare time outdoors, playing football and walking the dog.
Thomas Thorn
- 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 wife. I’m a big sports fan and I particularly enjoy running, golf, football and cricket.
Andrew Tye
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.
Terry
Date joined the company: July 2022
Time within financial services: 15 Years
Role within the business: Financial Consultant - Investment & Pensions Specialist
A bit about me: I like cooking, walking, golf, socialising and travelling.
Protection Advisers
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: Protection Adviser
- 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.
Rob Horne
- 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.
Jake Houlahan
- Date joined the company: August 2023
- I have been in the industry: 10 Years
- Role within the business: Protection Adviser
- A bit about me: I've been in the industry for nearly a decade and have previous experience in most aspects of the industry such as paraplanning and full wealth advice in a previous role. I am now focused on providing holistic advice, ensuring that our clients assets and standards of living are fully protected. In my personal life I love mountain hiking and pretty much all sport, unfortunately for my sins I'm a Man United fan.
Mortgage Advisers
Jonathan Harwood
- Date joined the company: 18/09/2023
- I have been in the industry since: September 2023
- Role within the business: Mortgage and Protection Adviser.
- A bit about me: Father of Three, married, interested in Rugby & F1.
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.
Paraplanning Team
Andrew Fretwell
- Date joined the company: 20th January 2025
- I have been in the industry since: I have worked in Motor Finance industry for 7 years
- Role within the business: Trainee Paraplanner
Aneesha Crowther
• Date joined the company: March 2022
• I have been in the industry since: March 2022
• Role within the business: Trainee Paraplanner
• 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.
Kian Erakovic
- Date joined the company: May 2024
- I have been in the industry since: August 2021
- Role within the business: Trainee Paraplanner
- A bit about me: I enjoy spending time with family and walking my 4 dogs. On a weekend, you can find me traveling around Yorkshire trying to find the best Sunday roast!
Madeleine Gerrard
- Date joined the company: September 2019
- I have been in the industry since: September 2019
- Role within the business: Paraplanner
- A bit about me: I am someone who enjoys being active and love taking on new challenges, whether this be at work via doing my financial exams, outside of work focusing on my piano skills or any kind of sport from running, the gym and skiing.
Mathew Harling
- Date joined the company: February 2018
- Qualifications: Diploma In Financial Advice
- Time within financial services: 6 years
- Role within the business: Paraplanning Team Leader
- 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.
Laura Jay
- 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.
Annabel Tyzzer-Smith
- 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.
Joe Wheatley
- Date joined the company: June 2024
- I have been in the industry since: 2023
- Role within the business: Trainee Paraplanner
- A bit about me: A keen football and tennis player, as well as a Leeds United supporter, which can be challenging at times... Aside from sports, I enjoy watching a good film and listening to most types of music. There's always travel outside of the UK planned, with the goal of gradually seeing every country on earth.
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 adventuring around the UK and climbing mountains. My favourite place to explore is the Lake District and I try to go as often as possible to find new hikes, swimming spots and campsites. I also enjoy meditation and practising mindfulness when I can, especially in nature. When I'm not out exploring, I love going on nights out with friends or attending music festivals.
Vicki Wilkinson
- Date joined the company: August 2022
- Qualifications: BA (Hons) Business Management, CII Certificate in Paraplanning, CII Diploma in Regulated Financial Planning.
- Time within financial services: Since July 2013
- Role within the business: Paraplanning Team Manager
- A bit about me: I enjoy going to music concerts, going to the cinema and following Middlesbrough Football Club.
Darren Yon
• Date joined the company: February 2022
• I have been in the industry since: February 2022
• Role within the business: Client Service Manager
• A bit about me: I like spending time with my family and friends. I am a big movie geek and enjoy going to the cinema most weekends. I enjoy watching most sports, in particular rugby league and football. I am a fan of Leeds Rhinos and Manchester United.
Customer Service Team
Claire Wilson
- Date joined the company: December 2014
- I have been in the industry since: 2000
- Role within the business: Head of Management Information
- A bit about me: As head of Management Information and Client Services Team I am extremely organised and dependable while at work so I tend to relax and spend most of my time socialising, usually with good food and drink involved, on a weekend. I love travel, I spend as much time as possible in my VW Campervan, visiting family and friends, seeing the UK and watching live music.
Managers
Becci Armitage
- Date joined the company: January 2019
- I have been in the industry since: March 2015
- Role within the business: Client Service Manager
- A bit about me: I love taking my little boy out and spending time with him, I also like going out with friends and socialising.
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: 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.
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.
Danielle
- Date joined the company: September 2024
- I have been in the industry since: September 2024
- Role within the business: Client Service Manager
- A bit about me: I enjoy spending time with my family and having 2 dogs spend a lot of time outdoors walking them
Lucy Whitehead
- Date joined the company: 15th April 2019
- I have been in the industry since: April 2019
- Role within the business: Client Service Manager
- A bit about me: I love spending time with my horse Nina, I enjoy going out for meals with my family & going to gigs with my friends.
Sarah Wragg
- Date joined the company: August 2018
- I have been in the industry since: August 2018
- Role within the business: Client Service Team 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.
Alyson Wright
- 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.
Support
Patrick Marshall
- Date joined the company: 18th March 2024
- I have been in the industry since: March 2024
- Role within the business: Customer Service Support
- A bit about me: Outside of work, I like going on long walks with the dog and my family, whether that be in the Dales or at the coast. I love watching football and I am a huge fan of Manchester City. I really enjoy listening to music, particularly 80s music. I also enjoy spending my time gaming and have done since I was young. I love travelling the world with my partner, visiting new places and learning about the different cultures and tasting all the amazing food they have to offer.
Harvey Sewell
- Date joined the company: September 2024
- I have been in the industry since: September 2024
- Role within the business: Customer Service Support
- A bit about me: Outside of work I’m an adventurous individual who loves exploring new cultures and experiences through my travels around the world. My passion for fitness keeps me dedicated to the gym, ensuring I’m staying healthy and active. Additionally, I have a love for cars which reflects my appreciation for design and innovation.
Alice Traynor
- Date joined the company: February 2018
- Time within financial services: 5 years.
- Role within the business: Tele-appointer and Client 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.
Tele Appointers
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 and we have 2 grown up daughters and 2 granddaughter's. I love spending time with my family, holidays and reading.
New Business Admin
Alex Smith
- Date joined the company: March 2025
- I have been in the industry since: March 2025
- Role within the business: New Business Administrator
- A bit about me: I am a recent university graduate who enjoys all things rugby union. I regularly coach Men’s open age rugby and have achieved my ERCA level 2 in the process. In the rest of my spare time, I enjoy socialising with friends and family.
Joseph Ward
• Date joined the company: January 2022
• I have been in the industry since: January 2022
• Role within the business: New Business Manager
• 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.
Robert Winterburn
- Date joined the company: March 2025
- I have been in the industry since: 2025
- Role within the business: New Business Administrator
- A bit about me: I am a Business Economics graduate who loves the outdoors and sport. Most notably, the darts, Rugby, Leeds United and I am BSAC qualified Dive Leader who loves Scuba diving in the UK or overseas water.
Office Support
Kate Burnley
- 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 love holidays and my favourite destination is the Italian Lakes in the summer. In the UK I love to visit the Devon Coast or Scottish Highlands with my husband and sons, and once a year I always visit a European city with my best friends. I thrive around enthusiastic and upbeat people and fill my weekends socialising with family and friends who are just this.
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: PA to the Directors
- A bit about me: I enjoy going to the gym, walking in the countryside, reading and listening to audible and catching up on the latest releases on Netflix, and supporting my youngest daughter in her many sporting activities.
Jackie Cawthrow
• Date joined the company: February 2018
• I have been in the industry since: May 1995
• Role within the business: HR Manager
• A bit about me: I am a bit of a homebody, I like to relax with a good movie but I also like nature and enjoy spending time outdoors, which is a good job with my dogs.
Elaine Fee
Time within financial services: Since 1994
Role within the business: Head of Accounts
A bit about me: Enjoy running, socialising and spending time with my family.
Joanne Robinson
- 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.
