Meet The Team
Director & Financial Adviser
With over 20 years’ experience, I have a vast and varied knowledge of most areas of the Financial Services industry. My speciality is in the Pensions and Retirement Planning areas, of which I hold the necessary qualifications to advise on all types of pensions, including Defined Benefit Transfers. I enjoy helping all client with their financial matters and, with my fantastic team, I am able to provide everyone with a first-class service.
I love working, but away from the office, also enjoy time with my family and friends. I like to travel, and have also been known to partake in a little DIY project or two!
My vision over the next few years is to enable my clients to have confidence and longevity in the service we provide through quality advice, and to continue to develop the business into Yorkshire’s “place to go” for retirement and financial advice.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Director & Administrator
Having worked alongside my husband for the past 14 years, I am his “right-hand woman”, giving him the support necessary for him to advise our clients. We have a strong work ethic, and, along with our two children, have formed a formidable family team to be envied by most.
I, like Phil, enjoy time with the family, along with socialising with friends. We enjoy travelling together, and are
are looking to explore new areas of the world soon.
I am extremely proud of my family who have made Yorkshire Pensions the company it is today, and look forward to this continuing for many years to come.
I am a newly qualified mortgage adviser to the firm and I have been part of the Yorkshire Pensions group for seven years in various roles, from being a part time administrator during my school years to a full time advisor. Away from the business, I am an active person with an eye for competition. I was a keen amateur rugby player for many years and all my life I have been an avid football supporter, often turning up to my local teams’ home matches. As an individual I like to take on new challenges and I am now planning to undertake my study for financial planning.
As the daughter of the owners at Yorkshire Pensions, I have always had an understanding of the processes and products within the Financial Industry. At age 14, I became a part-time administrator, which continued throughout my school and college life. In this period, I progressed to be a Paraplanner in the Financial Planning sector of the business. Soon realising my enthusiasm for the business, I finished college and immediately started my qualifications with the Financial Adviser School. Having completed my final AFA exam, I am now in training for my competent status. I am excited to what the future holds for the team and I at Yorkshire Pensions.
I am new to the financial industry. I have been working in retail for 11 years and wanted a career change. Having the opportunity to be a Trainee Paraplanner at Yorkshire Pensions, I am able to grow my knowledge and learn to progress in the financial industry. Being a mum of 2, I have always worked jobs which worked around the children. Now they are both in full time school, I can now follow a career I have wanted to do, and better myself and family.