Andy has spent all his working life in Financial Services, clocking up 34 years in the industry, with the majority of those spent advising individual clients who are, or have been business owners / principals and corporate entities.
Having completed an undergraduate degree in BSc Sport Business Management at Sheffield Hallam University, and also a year working in recruitment, Nick joined B&C Financial Planning over 4 years ago. Nick provided administrative support whilst working towards a full mortgage adviser qualification which he achieved in 2015. Nick enjoys playing rugby in his spare time and does so to a high standard.
Lucy has worked at B&C Financial Planning for over 10 years, providing administrative support to our Advisers. Lucy has attained the Advanced Apprenticeship in Financial Services, NVQ 3 in Retail Financial Services and IFS Level 3 Certificate in Mortgage Advice and Practice.
Trainee Financial Planner
James has joined B&C Financial Planning as a Trainee Financial Planner after working in sales and recruitment in Leeds for the past year. Prior to this he travelled around Australia after completing his Masters degree in Exercise Physiology at Leeds Beckett University. In his spare time James enjoys playing rugby and does so to a high standard.