BROADOAK FINANCIAL PLANNING - Key Persons
Job Titles:
- Compliance Support
- Fellow of the Chartered Insurance Institute
Karen has worked in financial services since 1979. After becoming the Compliance Director for a financial advice, mortgage and insurance firm, she established her own compliance consultancy firm, TheGIConsultant.com Limited, in 2006.
A Fellow of the Chartered Insurance Institute, Karen loves to help her clients develop sound and ethical businesses.
Outside work, Karen loves sports, travelling, and the great outdoors. She used to play Rugby Union but now plays tag, cycling and skiing - "clearly I just enjoy falling over spectacularly!". She also speaks Greek.
Job Titles:
- Director and Chartered Financial Planner
Mark has worked in financial services since 1999. His aim is to use his expertise in finance to help clients use their resources to achieve their financial goals, working with them over the longer term to achieve the life they want.
Mark qualified as a Chartered Financial Planner in 2005 and went on to become a Fellow of the Personal Finance Society in 2006.
Mark is married with two young daughters. When he has time, he enjoys keeping fit, triathlons and long distance running. His ambition is to run the ‘big six' marathons, having finished four of them already.
Matt has worked in Financial Services since graduating from the University of Nottingham in 2014. He started out on his career on the graduate training scheme at a UK building society and from there, had various roles in the Financial Planning industry.
Matt's aim is to work with clients by creating a financial plan that is tailored to their individual needs and objectives, giving them confidence in achieving their financial goals.
Matt is married and has a Black Labrador called Bruno. Matt enjoys playing golf and keeping fit by going to the gym or cycling, with the occasional bike trip around Europe.
Job Titles:
- Trainee Financial Planner
Rachael is a First-Class Banking and Finance graduate from Manchester Metropolitan University and is currently training to be a Financial Planner.
She enjoys travelling and exploring new places with her friends and boyfriend and is excited to be able to go on more holidays and trips in the future.
When Rachael has passed her exams and is qualified, she is looking forward to buying and renovating her first home with her boyfriend.
Job Titles:
- Strategy and Operations Consultant
Samuel has developed a portfolio of expertise over two decades. His professional passion is organisational change, which is supported by his experience in performance management, corporate governance, transformation and ICT.
Job Titles:
- Trainee Financial Planner
Zoe is a recent Banking and Finance graduate from Manchester Metropolitan University, who is training to become a Financial Planner.
Zoe is excited to expand her knowledge of the financial services industry. In her spare time, Zoe enjoys exploring new places with her two dogs and obligatory pub lunches afterwards. Zoe is keen to get onto the housing ladder and is saving up for her first home.