West Yorkshire Partners

Connect Yorkshire Partners are just that, in every sense of the word, professionals in the services sector, consisting of, but not limited to; Legal, Accounting, Recruitment, Insurance, Banking and Wealth Management.

Our partners offer help and support to our members, with their specific knowledge and expertise. All businesses, no matter what their shape or size, need help and advice from these industries.

Our partners hold seminars on various topics ensuring our members are informed and kept up to date with all the latest news and developments that are constantly changing and evolving in the business environment.

Below are our exclusive Partners:

Azets is the largest Top 10 regional SME Accountancy and Business Advisory firm delivering accounting, tax, audit, business and advisory services in the UK and internationally. With over 3,500 people in the UK, totalling over 6,500 people across our global office network, we are committed to delivering a personal service to our clients.

Whether you’re an ambitious entrepreneurial start-up, a medium sized business ready to scale, or a large private or public enterprise looking at your future strategic goals, we can offer you a personal, local approach underpinned by a network of unparalleled expertise. Wherever you are in your business lifecycle, we maximise your precious time – so you can focus on what you do best.

Simon Palmer

Partner

Angela Mikola

Tax Consultant

We understand fast growing business as we work with many of the most successful owner managed businesses in Yorkshire. We make it a priority to invest our time in getting to know you and your business, and this is just one of the things that differentiates us from other law firms. We want to understand your real issues, rather than just serving your immediate needs. That way, we can provide the insight and expertise your businesses really needs and understand where we can best add value so we can invest in your success. These are just some of the ways we help our clients:

  • Helping businesses put in place funding for growth;
  • Assistance with raising capital;
  • Putting in place employee share schemes;
  • Protecting intellectual property;
  • Employment law advice as the work force undergoes change and growth;
  • Advice on historic commercial contracts as well as setting them up from scratch; and
  • Improving cash flow with pro-active debt recovery advice and assistance.

Please get in touch with the team below to see how we can assist you.

Richard Moran

Senior Partner

Described as ‘exceptionally calm under pressure’ and having a ‘tough approach to negotiating’, Richard is a corporate finance lawyer with over 25 years' experience. He works with a wide range of clients on mergers and acquisitions, private equity and debt transactions and management buy-outs.

Advising on strategy as well as delivering transactions, Richard’s focus is on long-term client relationships. He has particular experience in handling the delicate issues at the heart of succession planning for complex family-owned businesses and is comfortable dealing with large corporate businesses alongside those with limited previous experience of working with professional advisers.

Richard is also part of our International team and works with clients with interests around the world particularly international businesses with interests in the UK and Europe.

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Roger Hutton

Joint Managing Partner

Clients view Roger as pragmatic, commercially savvy and astute. His work involves acting for a wide range of stakeholders - leading national insolvency practices, as well as major corporates, investors and directors. Roger is comfortable on either side of a distressed situation and prides himself on understanding where his client wants to get to and doing his upmost to get them there. His work involves buy-outs, acquisitions, advising appointment takers, as well as leading high-profile and complex litigations on behalf of and against directors and office holders. Roger is both highly regarded and well connected. His style is informal, direct and down to earth.

Roger thrives on the day-to-day challenges of being a restructuring lawyer and has enjoyed tremendous success and a national profile. Roger has worked on several complex high-profile brand insolvencies including many sports clubs and retailers. He has also worked on behalf of a number of high-profile bankrupts, and directors in difficult circumstances, both before and after insolvency has occurred.

As Joint Managing Partner, Roger works with the management board to help further develop our business and client relationships. He is committed to understanding how our clients would like to work with us and how we can provide more to our clients than just legal answers.

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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

LGT Wealth Management was founded in 2008 with the aim of offering a fresh approach to wealth management. The plan was simple: place our clients at the heart of our business, providing them with a service designed around what is right for each of them.

From our offices across the UK, including Leeds, we aim to provide an exceptional and transparent service to private clients, companies, charities, trusts and financial intermediaries. Our team has significant experience in dealing with entrepreneurs, advising them both pre and post-sale, while also providing ongoing wealth structuring advice and succession planning advice to individuals and families.

As part of LGT Group, one of the last family-run private banks, we are able to leverage the support of our forward-thinking owners, the Princely Family of Liechtenstein, as we seek out new ways to improve our client experience.

Steve Scott

Investment Manager

Steve joined LGT in 2023 as Head of Private Clients in Leeds, following the acquisition of abrdn Capital where he headed up the Leeds office and represented the business in the North of England. Steve has over 25 years’ investment industry experience of helping clients to achieve their financial goals.

Prior to this he spent over 20 years at RBC Brewin Dolphin and as a Senior Investment Manager looked after a £300m client bank of high net worth clients, trusts, corporates and charities. He also sat on their Investment Risk Committee and the CISI Investment Risk & Taxation Exam Panel. Steve graduated with a law degree from the University of Lancaster in 1997, and is a Chartered Wealth Manager (FCSI).

steve.scott@lgt.com

Charlie Thompson

Investment Manager

Charlie is based in Leeds and transferred to LGT in 2023 from abrdn, which he joined in August 2016 having previously spent nearly eight years at Brewin Dolphin. He graduated in 1998 with a 1st class honours degree from Leeds University before starting his career in the city. He has over 25 years of investment experience, is a Chartered Wealth Manager and fellow of the Chartered Institute for Securities and Investment.

charlie.thompson@lgt.com

 

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

Welcome to the next generation of insurance broking.

Partners& is a Chartered insurance broker providing specialist insurance, employee benefits, risk management and claims advice to businesses and private clients. As a next generation insurance advisory business, Partners& combines the best traditions of broking, which places value in relationships and technical knowledge, modern thinking and intelligent use of technology to ensure our clients experience a better way.

In line with its strategy to continue developing a strong northern presence, Partners& is actively looking to support likeminded businesses in the Yorkshire area.

Our aim is to be the best insurance advisory business in the UK, characterised by:

  • People who stand shoulder to shoulder with you
  • Advice that makes a difference
  • Outcomes that shape your future

Tom Kendall

Client Partner

Tom is a Yorkshire lad, born and bred. He started his insurance career at NFU before moving to Henderson Insurance Brokers in 2008 where he worked his way up to Management Director prior to joining Partners& in December 2020 as a client partner. Tom actively supports an ecosystem of connected Yorkshire businesses and is passionate about offering comprehensive advice to protect client against risk and ensure their business resilience.

0113 887 3805 / 07764 492847

Tom.Kendall@partnersand.com

Jonathan Miller

UK Sales Director

Since graduating from the University of Leeds, Jon has worked as a commercial insurance broker specialising in the food manufacturing sector and supporting M&A transactions for Private Equity and trade investors. He has held senior positions at global insurance brokers before joining the Partners& executive team as Sales Director earlier this year. Jon is also involved in a number of charities and is Chair of the Working Option in Education advisory board, committee member of children’s charity KidsOut and a co-founder of the BPFS Black Leaders Network.

m: 07776 340 091

Jonathan.miller@partnersand.com

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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YB Financial Advisory Limited is an FCA Regulated Commercial Finance Advisory & Brokerage based in the North of England serving clients across the UK.

The team have over six decades of banking experience covering business development, relationship management, credit underwriting and senior leadership roles.  As a result, we can tailor advice and support to access the latest funding solutions for your business.  We can facilitate all commercial finance requirements for SMEs and property professionals.

We operate across the market on an independent basis with access to over 150 lenders accurately matching clients specific needs to lenders.

Paul Grace

DIRECTOR

Paul has over 24 years financial services experience working for High Street Banks in a range of roles combining credit underwriting, debt origination and managing large regional teams.

His last role in banking was the figurehead role for a High Street Bank in Leeds working with over 150 staff across the City setting up YBFA in 2020.
Paul’s expertise is raising finance and structuring banking facilities to aid & assist a business’s cash flow requirements. Given Paul’s previous leadership team roles he is also skilled in coaching and mentoring, business development, relationship management, marketing and strategy.

Paul has worked with business’s ranging from corner shops through to PLC’s and has developed a wide skill set during the time. He has learnt that successful businesses stay true to what has made them successful in the first place.

He has held a number of Non-Executive Director roles including Welcome To Yorkshire, the county’s destination marketing organisation.

Paul is a keen sports fan having a season ticket at Leeds United & is a big cricket fan. He is married with two small children.

paul@ybfa.co.uk
07854 119277

Ben Merrick

COMMERCIAL RELATIONSHIP MANAGER

Ben has worked within the financial sector for the past 15 years with over 12 years’ experience as a Commercial Relationship Manager.

Proactively supporting SME Clients with up to £5m of Turnover with a range of financial products including Commercial Mortgages, Loans, Asset Finance & Working Capital facilities.

For the last 7 years Ben has specialised in the Agriculture sector and brings with him his sector expertise in land acquisitions along with rural and equestrian lending.

Prior to this he worked in Leeds supporting a range of SME clients including BTL property landlords, manufacturing and Digital Service providers.

Outside of work Ben is father to 3 boys which keeps him busy and is a keen football fan.

ben@ybfa.co.uk
07988 794746