Nik Broumley

Nik Broumley
  • Date joined the company: Since its inception in December 2012
  • I have been in the industry since: 1999
  • Role within the business: Director/Principal, Head of Client Servicing and Financial Adviser
  • A bit about me: I love watching football and playing football, holidays and travel but most of all spending time with my wife and son.

Richard Meredith

Richard Meredith
  • Job Title: Managing Director/Financial Adviser
  • I have been in the industry since: 1990
  • Role within the business: Managing Director
  • A bit about me: I enjoy playing golf and travelling.

Chris Hawden

Chris Hawden

Date joined the company:  Since the company started in 2011
Qualifications:  FPC123, JO5, R04, CF9, DipFA, MAQ
I have been within the industry since:  1989
Role within the business: Financial Planner
A bit about me: A Family man with 2 grown up children, interests are most sport, particularly Cricket and
Football, I support Barnsley Football club and regards cricket, I am now an umpire in the local south Yorkshire 
cricket league. I Enjoy holidays and I am trying to learn Spanish, I also enjoy cooking.

Aaron Lane

Aaron Lane

Date joined the company: July 2016
Qualifications: DipFA
I have been within the industry since: August 2007
Role within the business: Financial Adviser
A bit about me: I live in Barnsley with my wife and enjoy spending time with family and friends as well
as watching and playing football

 

Kit Niaz

Kit Niaz

Date joined the company: March 2018
Qualifications: BSc(Phys), MBA, DipFA
I have been within the industry since: 1998 when I was with HSBC Investment Bank. Since then I have worked for several other banks and as a financial consultant for Deloitte.
Role within the business: Financial Adviser
A bit about me: In my spare time I am an active humanist, and enjoy learning the guitar and playing tennis.

 

Alice Traynor

Alice Traynor

Date joined the company: February 2018
Time within financial services: 5 years.
Role within the business: Tele-appointer
A bit about me: I enjoy going on holidays to different places, discovering new cultures and trying new food. Also enjoy watching sport such as football, listening to various genres of music and spending time with family and friends.

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