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Home
About us
The team
Pensions
Pension Overview
Personal Pensions
Employer Pensions
Pension Consolidation
SIPPS
Annuities
Pension Sharing Orders
Retirement Income Forecasting / Cashflow Modelling
Investment
Investment Overview
ISAs
Bonds
Investment Accounts
VCTs
Inheritance Tax
Estate Planning Advice
Cash Savings Accounts
Fixed Rate/Term Cash Bonds
Mortgages
Mortgage Overview
Residential Mortgages
Buy to Let Mortgages
Commercial Mortgages
Mortgage Capacity Assessment
Bridging Finance
Second Charge Mortgages
Insurance
Insurance Overview
Life Insurance
Critical Illness
Income Protection
Buildings and Contents Insurance
Private Medical Insurance
Commercial Insurance including Public Liability
Other Services
Other Service Overview
Wills, Trusts and Power of Attorney
Conveyancing & Legal Advice
Accountancy Services
Estate Agency Services
Energy Performance Certificates
Surveying
Book an appointment
Careers
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The people behind your investments
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Our team
Management
Advisors
Support Staff
Yorkshire Building Society
Management
Steve Bartholomew
CeMAP DipFA
CEO
Meet Steve
Joe Singer
FPFS
Wealth Director / Fellow & Chartered Financial Adviser
Meet Joe
Richard Walker
CeMAP
Mortgage Director / Senior Mortgage & Protection Adviser
Meet Richard
Darren Eaton
CeMAP
Operations Manager / Administration Manager
01202 520550
Advisors
Joe Singer
FPFS
Wealth Director / Fellow & Chartered Financial Adviser
Meet Joe
Richard Walker
CeMAP
Mortgage Director / Senior Mortgage & Protection Adviser
Meet Richard
Maria Bolger
CeMAP
Senior Mortgage & Protection Advisers
Meet Maria
Andrea Leoni
CeMAP
Senior Mortgage & Protection Advisers
Meet Andrea
Brad Fry
Cert Cll (MP)
Mortgage Compliance Officer / Mortgage & Protection Adviser
Meet Brad
Charlotte Griffiths
Cert CII (MP)
Mortgage & Protection Adviser
Meet Charlotte
James Sherrard
CeMAP
Mortgage and Protection Adviser
Meet James
Katie Hartley
DipPFS, Cert CII (MP), BA (Hons)
Financial Adviser
Meet Katie
Mark Burgess
Cert Cll (MP), DipPFS
Mortgage and Protection Adviser
Meet Mark
Nicky Jennings
CeMAP, CeRER
Mortgage & Protection Adviser
Meet Nicky
Paul Edwards
CeMAP, CeRER, CeRBCB
Mortgage & Protection Adviser
Meet Paul
Rachel Lines
CeMAP
Mortgage & Protection Adviser
Meet Rachel
Simon Noke
DipPFS
Financial Adviser
Meet Simon
Sunny Gill
CeMAP, CeRER, BA (Hons)
Mortgage & Protection Adviser
Meet Sunny
Tom Oliver
CeMAP
Mortgage & Protection Adviser
Meet Tom
Support Staff
Angela Walker
Marketing Co-ordinator
01202 520550
April Marsh
Mortgage Administrator
01202 520550
Carol Bartholomew
Bookkeeper
01202 520550
Evie Simpson
Mortgage Administrator
01202 520550
Joe Ballard
Wealth Administrator
01202 520550
Lorraine Barber
Finance Manager
01202 520550
Lynette Baskett
Paraplanner
01202 520550
Tom Holden
Mortgage Administrator
01202 520550
Tracy Brazil
Mortgage Administrator
01202 520550
Yorkshire Building Society
Anthea Scott
Customer Consultant
01202 283459
Cameron Squire
Customer Consultant
01202 283459
Chloe Littlefield
Customer Consultant
01202 283459
Irina Gheorghita
Customer Consultant
01202 283459
Jay Hunter
Agency Manager
01202 283459
Liam Harris
Assistant Agency Manager
01202 283459
Oliver Gregory
Customer Consultant
01202 283459
Reuben Wakeley
Customer Consultant
01202 283459
Sasha Stanbrook
Customer Consultant
01202 283459
Tianna Smart
Customer Consultant
01202 283459
Tom Millar
Agency Manager
01202 283459
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