Staff Profiles
Martyn Mulligan (DipPFS)
Martyn was appointed as joint Managing Director in December 2023, taking responsibility of HR, Marketing and Finance. He joined Conçerva in September 2016, continuing a career in financial services that started in 1993 with Royal Life in Liverpool, where he worked in the technical pensions department, before moving into advisory roles from 2004 for firms based in Salford Quays, Oldham and Knutsford.
Martyn is a pension specialist with specific SIPP/SSAS expertise involving commercial property purchase, retirement, and inheritance tax planning. He also has wealth of experience from working with family solicitors on divorce cases and is an affiliated member of Resolution.
Martyn lives in Poulton-Le-Fylde with his fiancé Jo and pointer Hugo. He has two grown-up daughters, Holly (who blessed him with his first grandson Arlo in June 2021) and Abbie. Outside of work he likes to spend time with family and friends, walking in the countryside, fine dining and travelling the world.
Martyn is a qualified PADI open water and dry suit speciality diver. He is a keen but erratic golfer, a novice skier, plays a bit of snooker socially and supports the mighty Liverpool FC.
Simmy Goldmeier (BEng (Hons), APFS, TEP)
Simmy joined Conçerva in October 2010 and qualified as a Chartered Financial Planner just four years later. He was appointed as a Director in January 2017 and appointed joint Managing Director in December 2023.
Simmy takes pride in providing his clients with a caring and attentive service, with the knowledge and expertise to match. Applying diligence and thoroughness to all areas of financial planning, Simmy is very keen to help his clients wherever he can. As a full member of the Society of Trust & Estate Practitioners (STEP), Simmy specialises in advising on Estate Planning and Inheritance Tax mitigation.
Simmy is married to Naomi and has five children; Yael, Aliza, Tehilla, Zvi and Gili, with whom most of his time is happily spent. Simmy’s other pursuits include playing and watching football, and getting together with friends at the weekend.
Nigel Charlwood (B.A. (Hons), DipPFS)
Nigel joined Conçerva as an Independent Financial Adviser in 2001 and was appointed as a director in January 2014. In addition to advising clients in all aspects of financial planning, Nigel also has the role of researching and monitoring the investment companies which Conçerva recommends to its clients.
Nigel started his career in financial services in 1986. His first role within the industry came with Scottish Equitable, who he joined as a graduate recruit, following completion of his Honours Degree in Economics. Throughout the 1990’s Nigel worked as a financial adviser with United States accountancy practice Arthur Andersen. Nigel joined Chris Williams at Conçerva soon after the firm was established in 2001.
Nigel is married to Kerry and they live in the Stockport area with their three children.
Nigel has been a very keen sportsman playing both football and cricket for more years than he cares to remember. In recent years Nigel’s age and dodgy knees have caught up with him which has resulted in these sports now going on the back burner. He now enjoys all sports albeit from a distance and watching rather than participating. However, he does still enjoy occasionally hacking his way around the golf course.
Ian Bromley (DipPFS)
Ian joined Conçerva in September 2009 and was appointed as a Director in January 2014 and served as Managing Director from December 2016 until December 2023. As the Managing Director of Conçerva Ian steered the business through a number of regulatory events and dealt with an ever more complex business environment. Ian decided in 2023 that it was time for him to relinquish the role of Managing Director in order to reduce his working hours.
Ian brings a wealth of experience to the team having worked in financial services for more than 30 years in various roles. He started with the Prudential in the late 1980s prior to working for an IFA practice in Stockport.
Ian has been married to Amanda since April 1988 and has three children, Harry, Jack and Amy.
Ian leads a very active life outside of Conçerva, he has many interests which include running, skiing, alpine mountaineering, golf, holidays in his second home in the Alps, football, rugby league (watching Leeds United and Rhino’s). Ian and his two boys Harry & Jack completed all of the 214 Wainwright Fells in 2012. Ian’s biggest challenge to date was to climb Mont Blanc, this feat was achieved on Thursday 27th June and for a second time with Harry & Jack at the ages of 17 & 15 on 27th July 2016. They are now moving on to even bigger mountains!
Mark Tomlinson (B.A. (Hons), FPFS)
Since graduating with a BA(Hons) Degree in 1987, Mark has worked in the financial services. He is both a Fellow of the Personal Finance Society and a Chartered Financial Planner. Prior to joining Conçerva, Mark worked for Norwich Union (now Aviva) and Scottish Equitable (now Aegon).
Mark specialises in holistic financial planning advice incorporating working with clients in relation to their ongoing financial plans, personal tax planning, investment strategies and other personal planning.
Mark is married to Belinda and has three children, Jessica, Ella and Will.
The majority of Mark’s time outside of work is spent with his family. He interested in many sports and is an enthusiastic golfer. Mark is also interested in swimming, food, wine and reading.
Chris Gregory (BA (Hons) Graduate, APFS)
Chris has achieved his Advanced Diploma in Financial Planning.
Chris lives near Wigan, where he can be found most Saturdays turning out for Wigan Bulldogs ARLFC.
Should rugby ever be cancelled Chris enjoys visiting Abersoch where he can be found either on the beach or out on the water sailing.
Martin Kettle (APFS)
Martin joined Conçerva in September 2013 after nearly 18 years working with Aegon in the North West where he was one of their most senior and successful members of their sales team for many years. His work involved dealing in both corporate and individual pensions as well as lump sum investments and inheritance tax planning,
With over 30 years industry experience, Martin is competent with dealing with all types of clients from Board level to individual investors and making what might seem complicated easy to understand.
Martin specialises in dealing with high value personal injury settlements and also has a wide range of high net worth clients for whom he acts for.
Martin is married to Sharon and has three children; Dan, Rachael and Max; and is also a proud Grandad to Faith and Blake. The family also have three dogs: Sid, a sausage dog; Mabel, a pug; and Florence, a French Bulldog.
Martin enjoys going to the gym, swimming and attempting to play golf (which he does very badly!). He is also a football fan and enjoys playing the guitar and is a regular attendee of Charity Balls where he can practice his other pastime of drinking beer and wine!
Liam Taylor (BA (Hons) Graduate, APFS
Liam graduated from university in 2011 with a First-Class Honours Degree in Accounting and Finance, and has since built up over a decade of experience in financial planning.
He joined Conçerva in July 2017 and quickly passed his Diploma and Advanced Diploma in Financial Planning, qualifying as a Chartered Financial Planner in December 2020.
Liam is part of Conçerva’s specialist Personal Injury team, and works with a number of solicitors and deputies in the Court of Protection space. He also provides advice for a large number of his private clients, which includes investment, pension, trust and complex tax planning advice.
In his spare time, Liam enjoys watching the resurgent Manchester United and has tried to take up golf, where his attempt to be the new Tiger Woods has started somewhat slowly!
Amanda Dimelow ( DipPFS CertPFS )
Amanda joined the team at Conçerva in September 2014 in the role of Paraplanner,
Amanda holds the Diploma Financial Planning and is responsible for researching the market, writing reports and keeping advisory staff up-to-date with products, investment funds and legislative matters.
Amanda has worked in the financial services industry for over 25 years in various roles.
Amanda lives with her partner Mark and children Alex and Luca with whom most of her time is spent.
Adam Melia
Adam joined Conçerva in March 2021 after an extensive search for a new member of the Paraplanning team.
He began life in the financial services industry working within a family business before making the move to an independent financial adviser firm located in Manchester city centre. During his five years with this company, Adam obtained his Certificate in Financial Services and is now working towards a Diploma in Regulated Financial Planning.
When not in the office Adam enjoys participating in a number of sporting activities including skiing, golf and football.
Maureen Danby
She has worked in the financial services industry for over 25 years in various roles, latterly providing sales support for a team of five business consultants.
Maureen lives in Middleton with her husband Scott and has one son, Kyle and a granddaughter Anna. In her spare time she enjoys Retro Aerobics, Badminton, Cooking, Cycling and Walking and organising her many holidays.
Bernadette Gibson
Bernadette joined Conçerva in June 2013 after having worked at Conçerva’s sister company Jack Ross for 20 years. Bernadette manages the valuation team and is employed as an administrator.
Bernadette lives in Chadderton with her husband Craig. In her spare time she enjoys walking, reading, cooking and shopping!
Brian Durrant (MA Economics (Cantab)
Then in 1997 as Tony Blair was moving into no 10, Brian and his wife Jude elected to leave the bright lights of the City of London behind and opt to raise a family in Prestbury Cheshire. He maintained his contact with the markets providing consultancy services for his valued clients and in writing and editing Fleet Street Letter until 2013. He also is an occasional contributor to Money Week. You can see a selection of his more controversial articles by searching Brian Durrant on Google!
Brian is a keen tennis player, whose claim to fame is that his partner for a season was once Tim Henman’s doubles partner! But alas the toll of the passing years means that Brian continues to serve and volley only to avoid getting embroiled in exhausting rallies.