BROOKE FINANCIAL - Key Persons
Hobbies
In her spare time Deborah enjoys spending time with her daughter along with cooking for friends and family
Brian is part of the Ilkley team and is responsible for managing the Yorkshire Building Society agency for Brooke Financial. Brian has worked in financial services roles over 20 years. Originally from Liverpool, Brian graduated from the University of Lincoln & Humberside and has lived in Yorkshire for over 27 years.
Job Titles:
- Mortgage Protection & Equity Release Broker
Chris lives in Bingley and is a Mortgage and Protection Broker with over 25 years experience in financial services. Chris joined Brooke Financial in 2020 having previously worked for Vitality Life, UK Asset Resolution and Bradford & Bingley.
Job Titles:
- Mortgage & Protection Administrator
- Pensions & Investments Administrator
Originally from Derbyshire, Claire did a degree in French and German, moving on to work in international sales in the Textile industry. She has lived locally for the past 30 years and has worked with several financial practices over the last 20 years, before joining Brooke Financial in 2017.
Deborah graduated from Leeds Metropolitan University in 2005 with BA Honours and started in financial services in 2006 as a Mortgage Adviser before joining Brooke Financial in 2008 as Practice Manager.
Job Titles:
- Financial Planner
- Financial Planner & Commercial Finance Broker
Originally from Norwich, James graduated from the University of Glamorgan in 2006. He spent six years working with Barclays Bank as a Mortgage Adviser as well as Bank of Scotland, Barclays and a small brokerage offering a mortgage and financial protection services. He went on to complete further financial qualifications before joining Brooke Financial as a Financial Planner in 2013.
Job Titles:
- Practice Principal & Financial Planner
Job Titles:
- Paraplanner - Investment & Pensions
Originally from Sheffield, Julie started her career in Banking in 1987 and progressed to Financial Advisor within Bancassurance. She relocated to Edinburgh for 10 years before moving to Paris in 2009 to work for an accountancy firm. Julie returned to the UK in 2013 and the financial services sector, joining Brooke Financial in 2022 as a Paraplanner having worked in this role for 3.5 years prior.
Job Titles:
- Mortgage and Protection Administrator
Job Titles:
- Mortgage & Protection Administrator
Originally from Belfast, Lauren moved to England over 10 years ago for University, graduating in 2011. Since then, she has worked in number of industries from fashion to architecture, including online fashion retailer ASOS and world-famous Architect, Foster + Partners. She joined Brooke Financial in 2022 to work as part of the Marketing Team and has recently moved to the Mortgage Administration Team supporting Chris and James.
Job Titles:
- Mortgage & Protection Broker
Job Titles:
- Mortgage & Protection Administrator
Job Titles:
- Customer Advisor
- Customer Consultant
Born in Yorkshire, Sarah has varied experience across a range of sectors, all customer/client based. Her first ever job was in Finance for the Yorkshire Building Society before moving to the retail sector where she worked as a Buyer for Barratt Shoes. A move to America saw Sarah get her realtors licence and work for Century 21 in Chicago. On her return to the UK, Sarah went on to work in sales before joining Brooke Financial in 2022 on the agency side of Yorkshire Building Society.