Wakefield Office
Our financial planners in Wakefield are here to help you live your best financial life.
Financial planning services in Wakefield
At Finli, our financial planners in Wakefield are dedicated to helping you achieve financial success and peace of mind. Whether you’re planning for major life milestones or seeking expert advice to manage life’s uncertainties, we’re here to help.
Based on your needs and objectives, we will craft customised solutions that are designed to help you achieve your financial goals. We maintain regular communication to ensure everything we implement stays on track, helping you manage your progress effectively.
Our financial services in Wakefield include:
- Savings & Investments: Protect and grow your wealth with personalised strategies.
- Financial Planning: Develop a holistic plan that aligns with your goals and values.
- Retirement & Pensions: Plan for a secure and fulfilling retirement with expert advice.
- Estate Planning: Ensure your legacy is managed effectively for future generations.
- Mortgages & Protection: Safeguard your financial future with tailored advice.
Speak to our team today to start your financial planning journey.
Meet our financial planners in Wakefield
Nik BroumleyRegional Director
Nik has been helping clients plan their financial futures since 1999. He is passionate about supporting people to achieve their goals and enjoys mentoring the next generation of planners. Beyond work, Nik loves travelling, exploring new places, and coaching a junior football team.
Darren BedfordRegional Head of Operations
Darren has worked in financial services since 2007. He specialises in investment and pension planning, helping clients make confident, informed choices. Away from the office, Darren enjoys golf, football, and spending time with his family.
Gavin StaceyRegional Acquisitions Director
Gavin has worked in financial services since 2005 and brings extensive technical knowledge as a Chartered Financial Planner.
Gavin specialises in pensions and long-term planning, helping clients make decisions with clarity and confidence.
Outside of work, he enjoys playing football, watching all kinds of sport, and spending time with his family.
Andrew ParkinsonRegional Manager
Andrew has worked in financial services since 2010 and focuses on helping clients make confident, long-term financial decisions. He values building trusted relationships that make a lasting difference. Outside of work, Andrew enjoys travelling with his partner and spending time with family in Devon.
Paul BanyardFinancial Planner
With more than 14 years of experience in financial services, Paul provides tailored financial planning to help clients achieve their long-term goals. He enjoys building lasting relationships and offering guidance that makes a genuine difference. Outside of work, Paul spends his time playing sport and being with his young family.
Robert BearFinancial Planner
Robert has been supporting clients since 1993, specialising in working with high-net-worth individuals.
He values strong relationships and takes pride in helping clients enjoy financial clarity and balance. In his free time, he enjoys travelling, spending time with family, and playing golf.
Dominic CartwrightFinancial Planner
Dominic began his financial services career in 2006. He focuses on helping clients make informed decisions to achieve financial confidence. When he’s not working, Dominic enjoys cooking, golfing, and camping with his children.
Jen ClaxtonFinancial Planner
Jen has worked in financial services since 2007, helping clients make sense of their finances and build clear, confident plans for the future. She has supported individuals and families in achieving their goals, from protecting what matters most to planning for retirement and beyond.
She is passionate about building long-term relationships based on trust and understanding, taking time to ensure advice is tailored to each client’s needs. Her approach combines straightforward, practical guidance with a warm, personal touch.
Outside work, Jen enjoys travelling, exploring new places and dining out with her family. She lives with her husband, son and their much-loved cockapoo.
Jonathan CrabtreeFinancial Planner
With a career in financial services spanning more than 30 years, Jonathan offers thoughtful and measured financial planning to help clients achieve their goals. His depth of experience brings reassurance and perspective to every conversation. Outside of work, he enjoys hill walking, angling, and rugby.
Antony DicksonFinancial Planner
Antony has worked in financial services since 2002, following an early career in engineering. He supports clients across Yorkshire, helping them plan effectively for their financial futures. When not working, Antony enjoys family life in East Yorkshire with his partner and two children.
Paul DixonFinancial Planner
Paul is an experienced financial planner with a strong track record in managing complex financial matters and a wide range of investments. He takes a proactive approach, with a focus on integrity, accountability and attention to detail.
Known for his open and approachable style, Paul builds long-lasting relationships based on trust. He helps clients grow their understanding of financial matters while working towards their short and long-term goals. His aim is to ensure clients receive the right advice and that their assets work as effectively as possible.
Paul holds degrees in business, economics and law, as well as a diploma in financial planning. Outside work, he enjoys travelling, skiing, golf and family time.
Reece DouglasFinancial Planner
Reece began his career in finance in 2013, training and working as an accountant in practice for five years before moving into financial advice in 2018. Since then, he has focused on supporting individuals, families and businesses to achieve their goals and build a secure financial future.
He is committed to continuous development and is currently working towards level 6 qualifications and chartered status.
Outside work, Reece enjoys walking with his wife Nicola and their two dogs, travelling, going to the gym and running. He also enjoys watching sport and exploring new restaurants and coffee shops.
Peter EtheridgeCharted Financial Planner
Peter has worked in financial services since 1999 and specialises in pensions and retirement planning. His calm, methodical approach helps clients plan for the future with confidence. Away from work, Peter enjoys coastal walks with his dog, following rugby, and travelling overseas.
Mark GouldingFinancial Planner
Mark is an experienced financial planner dedicated to helping clients plan for their future with clarity and confidence. He enjoys building long-term relationships and supporting people in achieving their goals. Outside of work, Mark loves travelling, dining out, and exercising with his dog, Bella.
Ian GuestFinancial Planner
Ian has worked in financial services since 1999. He focuses on helping clients gain control and confidence in their financial plans. In his free time, Ian enjoys family trips in the caravan, following Rotherham FC, and playing golf and football.
Laurie HamerFinancial Planner
Laurie has worked in financial services since 2014, combining strong technical knowledge with a warm, personable approach. He has extensive experience supporting individuals and families, helping them navigate financial decisions with clarity and confidence.
He is passionate about empowering clients to make the most of their money, ensuring they feel informed, secure and in control of their future. Laurie prides himself on honesty and integrity, building trusted relationships that stand the test of time.
Taking a tailored approach, he carefully considers each client’s circumstances and goals. Clients value not only his expertise, but also his reliability and genuine care.
Joe HawdenFinancial Planner
With over a decade of experience in financial services, Joe helps clients make informed decisions and achieve their financial goals. His approach is centred on clarity, trust, and long-term relationships. Outside of work, Joe enjoys sport, music, travel, and spending time with friends and family.
Connah JudsonFinancial Planner
Connah is a dedicated financial planner with several years of experience helping individuals and families build clear, confident pathways towards their financial goals. With a background in banking and finance, he specialises in holistic planning, balancing immediate priorities with long-term strategies to help protect and grow wealth.
Connah is passionate about creating sustainable financial futures, offering tailored advice that evolves with his clients’ lives.
Outside work, he lives in Halifax with his partner, Jodie, and they are getting married this year. He is a scratch golfer and enjoys time on the course, with family, and following sport.
Ken KayeFinancial Planner
Ken has worked in financial services since 2003 and holds advanced qualifications in regulated financial planning. He provides detailed, goal-oriented support to help clients make confident decisions. Outside of work, Ken enjoys football and spending time with family and friends.
Chris KelseyFinancial Planner
Chris draws on a background in fund management to provide thoughtful and well-rounded financial planning. Since entering the industry in 2012, he has built a reputation for helping clients understand and manage their wealth effectively. In his spare time, Chris enjoys cooking, snooker, badminton, and walking his dogs in the Peaks.
Aaron LaneFinancial Planner
Aaron has worked in financial services since 2007, supporting clients with straightforward, reliable planning. He takes pride in helping people achieve stability and confidence in their finances. Outside of work, Aaron enjoys football and spending time with family and friends in Barnsley.
George LuyaFinancial Planner
George has worked in financial services since 2017 and enjoys working with clients to achieve their financial goals, understanding what is important to them and build an understanding of what their money can achieve.
Using cashflow modelling, George prides himself on delivering a personal service tailored to each client and builds confidence through long-term planning and clarity.
Outside of work, George enjoys going hiking, playing cricket and has recently taken up golf – although you won’t find him on a fairway very often.
Ed MorrisFinancial Planner
Ed has worked in financial services since 2003 and is a Chartered Financial Planner. He provides expert advice across pensions and retirement planning, helping clients make informed, confident decisions. Outside of work, Ed enjoys travelling and spending time with his wife and two children.
David Oldman-AlexanderFinancial Planner
David is an experienced financial planner who provides clear, practical guidance to help clients make confident financial decisions. David focuses on understanding what matters most to each individual, turning complex concepts into simple, actionable steps.
Collaborative and transparent in his approach, David is committed to delivering advice that is both practical and personal, helping clients feel more organised, secure and optimistic about the future.
Outside work, David enjoys spending time with his family, exploring the outdoors with his dogs and staying active through tennis and competitive cricket, following an earlier professional career.
Jacob MarrionFinancial Planner
Jacob has worked in financial services since 2021, supporting clients to achieve their goals through personalised financial planning. Jacob enjoys helping people take control of their finances, building confidence and creating clear plans for the future.
With a focus on understanding each client’s needs, Jacob aims to deliver practical, tailored advice that supports long-term financial wellbeing.
Outside work, Jacob enjoys travelling, playing golf and scuba diving, as well as spending time with family and friends.
Aston PullanFinancial Planner
With experience in financial services since 2004, Aston supports clients in achieving clarity and peace of mind in their financial plans. He believes in the value of simple, straightforward advice that helps people live well. Away from work, Aston enjoys walks in the countryside, real ale, and European city breaks with his wife, Laura.
Mark RobinsonFinancial Planner
Mark began his career in financial services in mortgages before becoming a financial planner in 2019. Mark works closely with clients to understand what matters most to them, providing clear, structured advice to help them achieve their long-term goals with confidence.
Alongside supporting individual clients, Mark has experience working with corporate clients, including managing the financial needs of a large professional firm and its employees.
Outside work, Mark lives in Leeds with his wife and two young children, along with their dog and cat. Originally from the Wirral, he enjoys playing football and following Liverpool FC.
Thomas ThornFinancial Planner
Thomas has been in the financial planning profession since 2018, helping clients build financial security and confidence in their futures. His approach is friendly, practical, and focused on what matters most to each individual. Away from work, Thomas enjoys running, golf, football, and cricket.
Andrew TyeFinancial Planner
Andrew has worked in financial services since 2012, supporting clients to make smart, confident decisions about their money. He enjoys helping people plan for the future and achieve their goals. Outside of work, Andrew is a keen squash player who also enjoys walking, travelling, and spending time with friends and family.
Terry WardFinancial Planner
Terry brings over 15 years of experience in financial services, specialising in investment and pension planning. He takes pride in providing advice that helps clients achieve lasting financial wellbeing. Beyond work, Terry enjoys cooking, walking, golf, socialising, and travel.
Maddie GerrardFinancial Planner
Maddie began her career in financial services in 2019. She now works as a Financial Planner, helping clients make informed, confident decisions about their financial futures. Outside of work, Maddie enjoys staying active, developing her piano skills, and taking on new challenges, from running and skiing to time in the gym.
Annabel Tyzzer-SmithFinancial Planner
Annabel began her financial services journey in 2020 and has since progressed from paraplanning into a financial planner role.
She enjoys working closely with clients to help them make informed decisions and build a financial plan that feels clear and achievable.
Away from work, Annabel loves spending time with friends and family, going out for meals, and travelling to new places to experience different cultures.
Lyndon TaylorFinancial Planner
Lyndon has worked in financial services since 2018, bringing strong academic foundations with a BA in Business Economics and an MSc in Wealth Management.
He supports clients with clear, structured financial planning designed to help them achieve long-term confidence and direction.
Outside of work, Lyndon is a keen sports enthusiast and has played ice hockey for more than a decade, even winning a junior Olympic medal.
Andrew SmithFinancial Planner
Andrew has worked in financial services since 1987, bringing decades of experience to his role as a Financial Planner.
He enjoys helping clients make clear, confident decisions about their long-term financial wellbeing.
Andrew is a football fan who plays five-a-side each week, enjoys walking his springer spaniel, and has a soft spot for real ale.
Jake HoulahanProtection Adviser
With nearly a decade of experience across financial planning, paraplanning, and protection, Jake takes a holistic approach to safeguarding clients’ financial futures. He prides himself on helping clients protect both their assets and lifestyle. In his personal life, Jake enjoys mountain hiking, following sport, and supporting Manchester United.
Jonathan HarwoodMortgage & Protection Adviser
Jonathan began his career in 2023 and provides clear, practical guidance on mortgages and protection. He is passionate about helping clients find the right solutions for their needs and goals. Outside of work, Jonathan enjoys rugby, Formula 1, and family life with his wife and three children.