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Meet our Yorkshire financial planners and consultants

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

Jonathan Merrick

Jonathan Merrick

 

Jonathan has worked in Financial Services for twenty-six years and is level four qualified. He focuses on looking after families to ensure their wealth is protected to pass on to future generations. Much of his work involves cash modelling to ensure clients can be confident in living their lives particularly in retirement without the fear of running out of money. Many of Jonathans clients have been with him now for over fifteen years which he puts down to trust and a friendly down to earth approach.

Olivia Kennedy

Olivia Kennedy

DipFA AwPETR

Olivia joined the profession in 1999, working for one of the “big four” banks,  gaining a wealth of experience in  individual financial advice.  Following a move to the independent market place, Olivia completed further qualifications and is authorised to give specialist personal and corporate pension advice.  Olivia is currently studying for Chartered adviser status. When not at work Olivia is a keen equestrian, owning and competing her own horses. 

Patrick Donnini

Patrick Donnini

Dip PFS

Patrick has 20 years’ experience in Financial services having joined the profession following completion of his Economics degree at Liverpool University. He specialises in providing bespoke tailored financial advice to individual clients. He has attained the level 4 Diploma for Financial Advice. He is currently studying for his Chartered status.

Rob Scott

Rob Scott

 

Rob has gained over 30 years’ experience in the industry providing advice and solutions to both corporate and individual clients particularly in relation to all aspects of pension planning. His services also extend to providing advice to Trustees of final salary pension scheme.

Richard Tate 

Richard Tate

Richard graduated with a degree in Business & Financial Services from Nottingham Trent University in 2004. Subsequently, he has enjoyed 12 years working in the financial services industry offering wealth structuring, investment, pension and estate planning solutions for private and corporate clients. His most recent position was with a global private bank, advising high net worth investors. Richard’s professional development has been driven by his aim to provide high quality and comprehensive advice to clients and he is now a Chartered Financial Planner.

Richard believes it is important to develop trust and good working relationships with his clients and by understanding their needs and goals he generates successful financial plans.