IP WEALTH MANAGEMENT - Key Persons
Job Titles:
- Role Within the Business: Client Service Manager
Job Titles:
- Date Joined the Company: 30th July 2018 / I Have Been in the Industry since: 2010 / Role Within the Business: Financial Adviser
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.
Job Titles:
- Date Joined the Company: March 2022 / I Have Been in the Industry since: March 2022 / Role Within the Business: Trainee Paraplanner
Job Titles:
- Role Within the Business: Financial Adviser
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
Job Titles:
- I Have Been in the Industry since: 2004 / Role Within the Business: Financial Adviser
Job Titles:
- Date Joined the Company: February 2022 / I Have Been in the Industry since: February 2022 / Role Within the Business: Client Service Manager
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.
Job Titles:
- Date Joined the Company: February 2023 / Time Within Financial Services: since 1993 / Role Within the Business: Financial Adviser
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
Job Titles:
- Date Joined the Company: September 2019 / I Have Been in the Industry since: September 2019 / Role Within the Business: Paraplanner
Job Titles:
- Date Joined the Company: December 2019
Job Titles:
- Date Joined the Company: February 2018 / Qualifications: Diploma in Financial Advice / Time Within Financial Services: 5 Years / Role Within the Business: Paraplanner
Job Titles:
- Time Within Financial Services: 14 Years / Role Within the Business: Financial Adviser
Date joined the company: August 2019 I have been in the industry since: August 2019 Role within the business: Financial Adviser A bit about me: I'm a big family man, I'm married and have three children which take up most of my time. I'm a big lover of music and spent several years working in the music industry before coming in to financial services. I love sports, with Golf and American Football being my favourites.
Job Titles:
- Role Within the Business: Client Service Team Manager
Job Titles:
- Date Joined the Company: November 2012 / I Have Been in the Industry since: 2001 / Role Within the Business: Financial Adviser