LEBC GROUP - Key Persons
Job Titles:
- Associate Consultant - Group Risk
Job Titles:
- Chartered Financial Planner
Ally is a Chartered Financial Planner at LEBC and works and advises clients remotely via telephone and/or video call. She has over 11 years' experience in the financial services industry in both the UK and Australia. Ally provides tailored financial advice to our clients to help achieve their goals and objectives, including regular review meetings to ensure a financial plan is on track. Ally advises in a wide range of financial planning areas including investments, ISAs and pensions.
Job Titles:
- Senior Employee Benefits Consultant
Job Titles:
- Member of the Group Board
- Member of the LEBC Holdings Board
- Non - Executive Director
Brian Raven has been involved in financial services since 2010 and co-founded UK wide financial services group Tavistock Investments Plc as Chief Executive in 2013. Brian has considerable private and public company experience, having previously built successful public companies specialising in both fraud prevention and loyalty and membership systems.
Brian enjoys playing golf with friends, drinking fine wine and spending time with his family, in particular his grandchildren.
Job Titles:
- Associate Consultant - Healthcare & Wellbeing
Job Titles:
- Group Managing Director
- Member of the Group Board
- Member of the LEBC Holdings Board
Derek is Managing Director of LEBC Group.
LEBC provides bespoke financial planning advice to private clients and assists employers with the design, communication and implementation of employee benefits. Derek also Chairs LEBC Group's Investment Committee which oversees the investment strategies offered to clients.
Derek joined LEBC in 2018 following the acquisition of his firm, Aspira Corporate Solutions, by LEBC Holdings. He has over 25 years in various roles in financial services and is based in LEBC's Bristol office.
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chairman of the Hull 36 Round Table
- Chartered Financial Planner
James joined LEBC in 2015 having previously worked as a Research Analyst since 2011. During his time working as a Research Analyst he developed an excellent knowledge in key areas of financial planning including personal pensions, group pensions, auto-enrolment, long term care, investments and personal protection. James' hard work and dedication to progress as a financial adviser has resulted in him becoming a Chartered Financial Planner.
James is the Chairman of the Hull 36 Round Table a social professional organisation who also raise money to support local causes.
Job Titles:
- Founding Member
- Senior Financial Planner
Jeremy is a founding member of LEBC Group, having held a number of senior and Board level positions including Branch Head (2007-2010), National Sales Director (2010-2014), Chief Operating Officer (2014-2016) and Managing Director (2016-2019).
Job Titles:
- Member of the Group Board
- Member of the LEBC Holdings Board
- Non - Executive Director
Jon is a Non-Executive Director for both the LEBC Holdings and Group Board.
He is a Chartered Management Accountant with over 20 years' experience in the financial services industry.
Jon graduated from the University of Sheffield with an honours degree in Business Studies and joined B.P. Marsh in November 1999.
Job Titles:
- Senior Corporate Benefits Consultant - Group Risk
Karolina is a Financial Planner at LEBC who advises clients remotely via phone/video call. Karolina has over 5 years' experience in the financial services industry.
Karolina provides a personalised and comprehensive financial planning service to help individuals achieve their financial goals. Her emphasis is to build a long-term relationship with clients and create a clear path toward a solid financial future.
Job Titles:
- Senior Consultant - Corporate Healthcare
Job Titles:
- Senior Corporate Benefits Consultant
Job Titles:
- Regional Manager and Financial Planner
Job Titles:
- Member of the Group Board
- Member of the LEBC Holdings Board
- Non - Executive Chairman
- Non - Executive Director
- B.P.Marsh As the Assistant Company Secretary
- Investment Director at B.P. Marsh
Oliver is a Non-Executive Chairman on the LEBC Holdings and LEBC Group Board.
Having graduated from the University of Manchester with an honours degree, Oliver joined B.P.Marsh as the Assistant Company Secretary in August 2011 and is a graduate of the Institute of Chartered Secretaries. As Assistant Company Secretary, Oliver has assisted the Group Secretary on a wide-ranging scope of Company governance and legal matters.
In March 2016, Oliver was appointed as a Investment Director at B.P. Marsh. Alongside sitting on the Boards at LEBC, he also acts as B.P.Marsh's Nominee Director on the Boards of Summa Insurance Brokerage and Stewart Specialty Risk Underwriting Ltd, both of which operate in the insurance intermediary space.
Job Titles:
- Chartered Financial Planner
- Member of the Personal Finance Society Part of the Chartered Insurance Institute
Poonam is a Chartered Financial Planner. She has over 9 years of industry experience and has a good understanding of various financial instruments. Poonam conducts an in-depth view of client's financial circumstances to help achieve their objectives and goals. She provides holistic financial planning and investment advice to private clients, including cash flow modelling, retirement planning, protection, financial planning on divorce and inheritance tax planning.
Poonam is also a member of the Personal Finance Society part of the Chartered Insurance Institute and an affiliated member and committee member of Resolution Leicestershire.
Job Titles:
- Group Finance Director
- Member of the Group Board
- Member of the LEBC Holdings Board
Raj is a Director of LEBC Group and LEBC Holdings.
He has 18 years' experience in financial management in a range of industries, including financial services, luxury retail and telecommunications. As Finance Director, Raj is focused on robust financial stewardship while improving, operational performance and shareholder value.
Job Titles:
- Chartered Financial Planner
Job Titles:
- Independent Non - Executive Director
- Member of the Group Board
- Member of the LEBC Holdings Board
Richard is a Director for LEBC Holdings, LEBC Group Limited and Aspira Corporate Solutions Limited.
He is an Independent Non-Executive Director and Chairs the Risk Committee of LEBC Holdings Limited.
He was a career banker with the HSBC Group having held senior positions in Credit & Risk, Corporate and Global Banking. Richard is also the Senior Independent Non-Executive Director of United National Bank Limited (UBLUK) where he Chairs the Audited Committee and Risk and Compliance Committee.
Job Titles:
- Corporate Benefits Consultant Team Manager
Job Titles:
- Associate Consultant - Healthcare & Wellbeing
Job Titles:
- Secretary of the Bearsted Scout Association
- Senior Financial Planner
Sue provides friendly, tailor made, high quality, personal and holistic financial planning to private clients, trustees and employers. Building relationships and treating the customer fairly is key and the majority of her clients are long-standing. She also receives referrals from existing clients, friends, professional connections and ex-colleagues.
Sue is also the secretary of the Bearsted Scout Association and a member of her local school's e-safety steering committee helping to build guidelines to keep young people safe when using the internet.
Job Titles:
- Chartered Financial Planner