South Yorkshire Partners

DESCRIPTION OF SOUTH YORKSHIRE PARTNERS.

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Our professionals truly listen to you and work with you as a partner to develop solutions that work seamlessly with your business. Coordinated by strategic account managers or relationship managers, our professionals specialise by product, function and industry. In this way we help you uncover risks and discover new opportunities to make your business more successful, now and into the future.

Sophie
Fleming

Marketing Executive

Jonathan Harrison

Client Director

We've always believed that the first step to building wealth is building relationships.

For over 200 years, we’ve been working with our clients to preserve and enhance their wealth. By getting to know you and your family, we’re perfectly placed to adapt as your needs change over time. This is just one of the reasons many of our clients have trusted us for generations.

The art of listening.

Done well, listening is not just a skill; it’s the key to getting to the heart of your current circumstances and future ambitions. It’s how we’re able to build bespoke teams around you to deliver a planning-led approach that will encompass our three core services of wealth planning, investment management and lending. In a continuous cycle of evaluation we listen, plan and deliver so that these services work together to achieve your goals, and we’re able to adapt as your needs change over time. It’s why our clients trust us to manage their wealth so they can focus on living their lives.

Phil Harris

Client Director

Phil is responsible for a range of wealthy families and entrepreneurs. He is familiar with the challenges they face in fulfilling their hopes, dreams and aspirations. Phil has worked in financial services industry since 2004 and is a Chartered Wealth Manager, Financial Planner and a Fellow by examination of the PFS, CII & CISI. He was shortlisted as Young Private Banker of the Year in 2013 and was also highlighted as an industry Rising Star.

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Tess Williams

Client Senior Manager

Tess joined Brown Shipley in 2017. She advises on all aspects of financial planning, including pensions, investments, protection and estate planning and helping her clients employ their finances effectively to achieve their aspirations. Tess has over 20 years’ industry experience; predominantly as an Independent Financial Advisor and most recently at HSBC as a Manager of Financial Advisers and Technical Specialist. She is a Chartered Financial Planner of the PFS and STEP Affiliate.

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Fun Training For Results is an exciting sales and customer service training provider in the UK. We work with large sales teams, sales managers and individuals, to deliver truly memorable training that produces results.

Sales Directors look to Fun Training For Results when seeking to motivate their sales teams, searching for truly exciting, effective training that will inspire their teams.

Organisations wanting improved NPS scores, fabulous on-line reviews and happy customers turn to us. Directors looking for training that caters exclusively for their needs and relates to their company values, not an off the shelf, one size fits all approach, use Fun Training For Results!

Fun Training For Results provides exciting, memorable, sales and customer service training that delivers increased sales and happier customers. The Fun Training For Results style of training is unique, exciting and proven to work. Training is created exclusively for each company and continues to be lived, months after delivery.

No-one trains with as much passion and enthusiasm! Inspiration is our speciality.

We have without question the most sensational reviews. Clients tell us they enjoy

the relationship, it feels like we are part of their team. Our clients don’t leave us.

They value the results we bring and frequently refer us.

Sally Roberts

Managing Director

Sally’s style of training is unique, engaging, fun and it works! Her expertise comes from life at the sharp edge of Sales and Customer Service in commerce and industry.  Sally’s reviews detail increased appointment conversion, business won, increased AVO, profit margins impacted, targets smashed and sincerely happy customers!

Contact: sally@funtrainingforresults.com

Direct 01423 637247 Mobile 07432 545692

Knowles Warwick is a small firm with big ideas. Established in 1985 by Steve Knowles, we have been helping our clients to achieve their dreams and ambitions for over thirty years. Alongside the compliance work we do for our clients, we also offer a Virtual Financial Director service, corporate finance, business advice and financial services. We believe that the modern accounting firm does more than tax returns and annual accounts. We work with our clients to help them grow and succeed, whether that is business strategy and planning, buying or selling a business, mergers and acquisitions, raising finance, or creating an exit strategy. We pride ourselves on our Core Values: excellence, integrity, teamwork, client focus and communication. Building strong open relationships with our clients so that we can help them build for the future. Thanks to modern technology, we work with clients from across the UK, Europe, North America and the Middle East. Wherever you are, we are your local accountants.

Steve Knowles

Managing Director

Steve started Knowles Warwick back in 1985, and has brought the business through 30 years of ups and downs, to the successful position that it is in today. An Accountant by profession, he knows exactly what it takes to build your own business from the bottom up, and make it a success. Steve also appears at events as a speaker, sharing his knowledge and experience of running successful businesses, and helping clients to achieve their dreams and ambitions. When he isn't wearing his business hat, he likes to wear a fez, and his red scarf is infamous amongst certain circles.

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Rob Hanney

Director of Corporate Finance

Rob wears two hats: Corporate Finance and Business Development. He has been with Knowles Warwick from the very beginning and has become an invaluable member of the team over the last 30 years. When he's not helping our clients to find the funding they need to expand, or networking with local businesses and entrepreneurs, he enjoys skiing, playing snooker and spending time with his wife and sons.

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McLaren Leeds specialises in the sale of new and used McLaren cars plus servicing, parts and accessories.

Situated on Aire Valley Road, just off the M1, with fantastic access to the A1, catering across the north of England, McLaren Leeds is the eighth UK location in McLaren Automotive’s expanding network of retailers.

McLaren Leeds is operated by Park’s Motor Group, a private family-owned business with a portfolio of over 20 new car franchises in various locations throughout Scotland.

Mark Ballance

General Sales Manager

 

+44 (0) 1134 879710

mark.ballance@leeds.mclaren.com

Professional Energy Purchasing Ltd is an award-winning independent energy consultancy who support commercial businesses with their energy needs. Our Yorkshire-based team work with all major UK utility companies to leverage the best prices at the right time in the energy market for all business types. We provide energy procurement, management reporting and efficiency audits.  We have also successfully recouped over £100,000 in refunds for customers who have overpaid CCL (Climate Change Levy) tax on their energy contracts.

Visit our website for more information www.pepgb.com

Our Services:

  • Energy Purchasing of Gas, Electricity & Water
  • Energy Management Reporting
  • Energy Efficiency Audits
  • Siteworks
  • Energy Funding Advice
  • Risk Management
  • Compliance
  • Market Analysis and Industry Updates

Let our friendly team make your energy needs hassle free. Get in touch today for a FREE review on your energy consumption.

Linda
Spencer

Managing Director

Linda is passionate about providing customers with the very best independent energy procurement and management experience. Her knowledge of the energy market spans over sixteen years, and her down to earth attitude helps businesses quickly understand the energy options and benefits available to them.

Contact:  linda@pepgb.com

T: 0114 327 2645     M: 0796 8756 363

Kayleigh Thompson

Energy Consultant

Kayleigh has excellent working knowledge of the gas and electricity market gained from over seven years in the industry. She strives to achieve the best prices and deliver a first-class service for her customers. This has resulted in her successfully developing long-term relationships with businesses spanning many years.

Contact:  kayleigh@pepgb.com

T: 0114 327 2645     M: 0788 5218 763

Western Provident Association (WPA) are a specialist health insurer with a heritage stemming back over 110 years. As a not for profit insurer we choose to commit our interests to improving customer experiences and ensuring that our customers get the right product for their needs. This includes full private medical insurance and cash plans for both companies and individuals. One thing that we believe at WPA is that the customer should have the freedom of choosing when, where, and who to have treatment with making our products an integral part of the ever changing healthcare systems within the UK.

Scott Turner

Partner

I am Scott Turner, a Healthcare Practice Partner. My focus is to help new customers buy medical insurance; particularly the self-employed, company directors and professionals. I also specialise in dealing with company policies for 2 employees and above. I am here to help you at every stage of your journey with WPA. You can rest assured that I will help you to choose the right cover at the right price. I'm available however you choose, be it a meeting, by email or over the telephone, at a time that's convenient to you.

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