West Yorkshire Partners

DESCRIPTION OF WEST 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.

Phil Harris

Executive Director

Spending time with my growing family provides me with the most enjoyment; however, I am also heavily involved with the local community, winning awards such as 'Volunteer of the Year' (2020). I am the Chair for the Leeds & District Basketball Leagues and previously held a variety of other voluntary positions including  Non-Executive Director of a Yorkshire education trust.

As an active participant in various business catalyst and angel investor networks I have established a strong presence within the Yorkshire Entrepreneur market. This includes regularly chairing masterclasses for Connect Yorkshire.

I hold degrees in Finance, Business, Psychology and Sport. I'm a Chartered Wealth Manager, a Chartered Financial Planner and a Fellow by examination of the Personal Finance Society, Chartered Insurance Institute and Chartered Institute of Securities & Investments.

I have received numerous industry awards and recognition during my career.  These include being shortlisted by Spears as 'Young Private Banker of the Year' (2013), highlighted as an industry ‘Rising Star’ (2014) and winning 'Director of the Year' (2021) in the Yorkshire Financial Awards.

My role at Brown Shipley & Co Ltd, a Quintet Private Bank, involves the relationship with a small number of very high value clients and their wider family. I advise and support them with the challenges they face in fulfilling their hopes, dreams and aspirations.

FIND OUT MORE

CNG is a purpose driven business that empowers customers, communities and colleagues to flourish. Founded in 1994, CNG is the UK’s leading independent shipper of gas supplying over 1.5million homes through its wholesale gas services and supplies energy to over 45,000 businesses nationwide as an award-winning energy provider.

Through exceptional customer service, CNG has won multiple awards recognising its commitment to putting customers at the heart. CNG are ranked ‘Outstanding’ by Investors in Customers and has also received Feefo’s Trusted Service Award. Using a values driven approach to powering up SMEs across the UK, CNG has earned a trusted reputation from businesses large and small that has led to it recently expanding its product offer to renewable solutions.

Paul Stanley

CEO

Paul is an expert in transformational change, with a PhD in Leadership and Innovation. A serial entrepreneur, Paul joined CNG in early 2020 to grow the business through diversification of its product portfolio beyond energy and improving its digitalisation and automation services. Paul is also Regional Ambassador of The Institute of Directors.

www.cngltd.co.uk

pstanley@cngltd.co.uk

Wesley Gill

Managing Director

Having spent many years in the energy industry, Wes formed CNG Switch in 2017 to provide SME broker services for electricity, gas, water, telecoms and merchant services. His skills lie in delivering customer value by applying a customer first lens to secure the best deals to suit varied needs.

www.cngswitch.co.uk

wes@cngswitch.co.uk

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.

FIND OUT MORE

Caroline Braod

Business Development Manager

Caroline is Yorkshire born and bred! Following a career as a regulatory law and quality and compliance professional Caroline joined Clarion in 2018 to further contribute to the strategic support offered to clients and friends of the firm. Drawing on her years of experience advising businesses in both a public and private sector setting, Caroline shares a wealth of knowledge on supply chain matters, products and services including innovation, compliance, project management and overall business growth.

By supporting clients and friends of the firm with their ventures she hopes to help businesses navigate an ever changing business landscape, working positively to aid business growth using research and data analysis to discuss strategy, economic landscape, routes to market, marketing and communications and uses this information to make appropriate introductions.

FIND OUT MORE

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.

FIND OUT MORE

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

We are one of the largest independent accounting and advisory firms in the region, built on a foundation of excellent client service. We have grown through client referrals with services delivered from our offices in Leeds and York.  Our team of over 150 people, specialises in a comprehensive range of accounts, tax, payroll and business advisory services. The firm's service offering focuses on:

  • a friendly, professional service
  • as a Xero Platinum Partner, we have a specialist digital and cloud accounting team who work with you to ensure you achieve maximum efficiencies from your software,
  • a pro-active tax service focused on helping you take advantage of all opportunities and reliefs available, both for compliance and planning from a forward planning perspective.
  • a tax team with 100% claims record for R&D for clients as well as saving them over £2m every year, have identified over £6m allowances in capital allowances
  • a payroll team who become an extension of your team, handling your needs, whatever your size or number of employees in a cost effective and time efficient manner

Simon Palmer

Partner

Angela Mikola

Tax Consultant

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.

FIND OUT MORE