South Yorkshire Partners

DESCRIPTION OF SOUTH YORKSHIRE PARTNERS.

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.

Stephen Wood

Chartered Wealth Manager

Stephen looks after high net worth clients and works alongside Client Director Phil Harris to further strengthen the ultra-high net worth relationships in Yorkshire. Stephen has a Degree in Economics and a background in management accounting for Large Corporates. He also has extensive client management experience having worked at Ashcourt Rowan and Myddleton Croft Investment Management prior to joining HSBC Private Bank in 2014.

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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

Here at Glu Recruit we are driven to challenge the norm and deliver a personalised and unrivalled recruitment service. We place candidates from entry to senior level in office support, sales, creative/digital and IT roles with employers across Yorkshire and the Midlands.

Finding that all important person for your business isn’t an easy job. There’s plenty of candidates looking for work but how do you get to the right one who has the skills, experience and the right culture fit for your business? That’s where we come in. In a candidate led market, a structured, proactive, efficient partner lead approach will ensure that you get the very best person to fill your need. From our initial on-site consultation to understand your business and requirement we are with you every step of the way from advertising right through to helping you bed in your new employee.

Our consultants and methods are forward thinking to give you more than just a standard recruitment service. We advocate for your brand, cast the net wide and filter candidates through a set of telephone and face to face interviews to present you with the very best and most suited candidates. Our focus isn’t just the here and now, it’s the long term. We form lasting, trusted partnerships with employers who we network with and refer business leads on to.

Rob Shaw

Managing Director

Rob is the business owner and leads the team at Glu Recruit. He has over a decade of recruitment experience and has worked for a large national as well as a smaller independent agencies.

Working with some truly exceptional organisations across a range of industry sectors, Rob has a wide knowledge and understanding of working environments and practices.

Rob is a perfectionist, values relationships and highlights top talent as integral in helping local companies attract and recruit the skills they need to grow and prosper.

Contact Rob:

0114 321 1873 / 07788 261517

rob@glurecruit.co.uk

Lisa Betsworth

Head of Client Partnerships

Lisa is in charge of forging new relationships with employers across the Sheffield City Region.

Having over a decade of experience in the industry, Lisa has worked in both national and independent agencies as well as setting up her own recruitment agency that merged with Glu Recruit in 2019.

Lisa is driven by quality and relationship building with her clients, with a keen focus on employee retention ensuring Glu Recruit offer more than just a standard recruitment service.

Contact Lisa:

0114 321 1873 / 07487 584317

lisab@glurecruit.co.uk

When HIBL was founded 30 years ago, we had a simple philosophy: be the best, get it right first time and look after your customers and staff or somebody else will. We’ve come a long way since then but our ethos remains the same and it’s paying dividends; our staff retention record is excellent, we’ve increased both profit and asset value and we continue to enjoy annual growth every year.

By choosing the Henderson Insurance Brokers Ltd for your insurance needs, you are reassured of the commitment and expertise of our specialist and divisional teams operating across all sectors and in areas such as professional risks, healthcare, risk management and construction bonds. We offer a complete insurance package solution to incorporate but not limited to the following

  • Employers and Public Liability
  • Motor Fleet
  • Buildings and Contents
  • Business Interruption
  • Professional Indemnity
  • Directors and Officers Liability
  • Data and Cyber Liability
  • Contract Works and Plant Insurance
  • Private Insurance – Household and Car including specialist High Net Worth coverage for individuals

The knowledge amassed by your own dedicated account manager ensures a consistent, tailored and first class service that adapts to the changing needs and challenges of your business. The strong relationships our team members forge with leading insurance companies – combined with the direct access we provide to the important Lloyd’s of London market – is confirmation of how we secure you the best deals available.

PAUL JUDGE

Group Development Director

Paul has worked in the insurance industry for 30 years and 16 years with HIBL as a board member. Paul is the Group Development Director with a base in both the Leeds and Sheffield Offices working with the teams across the Yorkshire region.

Contact Information

Email – paul.judge@hibl.co.uk

Direct – 0113 393 6309

Mobile – 07989 334704

TOM KENDALL

Director

Tom has worked in the insurance industry for over 10 years and is one of the client directors at HIBL. Tom works with clients across a variety of sectors from SME to Corporate managing and designing insurance portfolios that are bespoke to the individual client’s requirements.

Contact Information

Email – thomas.kendall@hibl.co.uk

Direct – 0113 393 6812

Mobile – 07590 227415

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

Power Solutions are one of the UK’s leading independent business energy consultants helping to reduce energy spend and consumption through a variety of solutions. They are committed to helping UK businesses of all sizes get the best value contracts on their business gas and electricity. Established in 2005, their team of specialists understand the energy sector inside out and have long standing, trusted relationships with more than 20 of the UK’s biggest energy suppliers. To date they have helped thousands of UK businesses, across 10 thousand sites, cut their energy costs.

Robert Mitchell

Energy Consultant

As your Account Executive with Power Solutions, we will compare tariffs from the whole of the market on your behalf. All we require is a copy of a recent bill and a letter of authority, so we can contact your current supplier, confirm details of your energy supply, and also advise them that you may want to move to another supplier when your current contract ends. No decisions will be made on your behalf, without your authority.

We prefer to keep in touch with clients throughout the life of their contracts. Once you work with myself and the support team, we will ensure that your business is always on the best business energy tariffs, that you remain in contract and should you experience any challenges with a energy company, will help you sort them out.

Please contact me on:

07971 270 883 or robert.mitchell@powersolutionsuk.com

Taylor Bracewell is a Legal 500 award winning South Yorkshire based law firm with offices in Doncaster and Sheffield. We provide a variety of Business, Personal and Charity services. Our ‘all under one roof’ Business Team has specialists in Commercial Law, Commercial Disputes, Commercial Property and Employment. Our team has helped all nature of clients from small start up companies to large established organisations achieve their goals. The HR Bulletproof Protection Plan we offer is an insurance backed scheme enabling you to safely navigate through ever changing employment law. We cannot recommend Bulletproof strongly enough, suffice to say that we ourselves have our own Bulletproof Plan in place. We also provide legal assistance on Personal Issues, dealing with a variety of Dispute Claims including Personal Injury and Medical Negligence as well as Family Law, Conveyancing and Wills, Probate and Trusts.

Sharon Beck

CEO
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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