West Yorkshire Partners

DESCRIPTION OF WEST 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.

David Westcott

Client Director

David has 13 years insurance industry experience, and specialises in supporting companies with identifying, mitigating and transferring risk. Based out of our Leeds office, David works closely with companies in the Yorkshire region to deliver tailored insurance programmes at a competitive rate. David has particular expertise in Distribution, Engineering, Manufacturing and Technology.

David.westcott@aon.co.uk

Isaac Pollitt

Client Manager

Isaac has 7 years market experience with Aon, and works out of our Leeds office. Isaac has been involved with Connect Yorkshire since our partnership started and is committed to supporting members in their risk and insurance placements. Isaac has particular focus in the Plant/Engineering sector, as well as Technology, Media and Professional risks. Isaac is a member of the Chartered Insurance Institute of Leeds Young Professionals Group.

Isaac.pollitt@aon.co.uk

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

Chartered Financial Planner

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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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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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.

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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

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 Works Recruitment, we are a specialist recruitment business with a wealth of sector and industry knowledge within the commercial, industrial, engineering and built environment sectors in the Yorkshire area. Our business is built on our market reputation covering The North, founded in 1991 we have over 25 years experience in the local market. Over 95% of our client said “we provided them with access to the best possible candidates in the market” We build long lasting relations with our clients, 75% of our business today is from repeat business or through recommendations. Many of our clients have been happily recruiting with us since day one. We have 3 times more candidates available to us than job boards alone! We have an enviable database of over 213,000 active and passive candidates we can approach to discuss client vacancies. We continually source candidates throughout the year, we are always looking for the best talent in your local market as the most suitable person to meet our clients’ needs, who may not be looking to move at the moment.

Craig Burton

Founder & MD

Andy Izzard

Director

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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