Who we are

Towergate Financial is a national independent financial advice and consultancy business. Our highly experienced advisers aim to provide a world class service to both private clients and businesses of all sizes.

We are part of Towergate Partnership, which is Europe's largest independently owned insurance intermediary. This enables us to offer a unique proposition which provides us with an enviable range of services that many other advisers are unable to match.

What we do

We provide bespoke advice and consultancy services to private clients and businesses. Our advisers take time to understand their clients' circumstances and objectives, before making comprehensive recommendations to meet their needs.

Our locations

We have offices throughout the UK and we are passionate about providing excellent local service. Our financial planners and consultants are also happy to meet you at your place of work or at home.

I was born in 1952 and joined the Executor & Trustee Branch of Lloyds Bank Group in Southampton in 1971.

In 1988, I came to Leeds as manager of the Leeds Branch of Lloyds Private Banking, which offered asset management and holistic independent financial planning advice to the Bank’s wealthier customers in Yorkshire. At the time, I was the youngest branch manager in the Private Bank.

In 1995, I accepted redundancy from the Bank in lieu of an unwelcome move back south and became an Independent Financial Planner.

At the time of leaving the bank, through qualifications gained, training received and experience, I was a member of the Society of Trust & Estate Practitioners (STEP) and a member of the Chartered Institute for Securities & Investments (CISI). I am a past Chairman of the Yorkshire Branch of STEP, have recently been elected a Fellow of the CISI, gained a Certified Financial Planner Licence and accredition with the Society of Later Life Advisers.