Ian Joined Conçerva in September 2009 and was appointed as a Director in January 2014 and Managing Director in December 2016. As the Managing Director of Conçerva Ian has the enviable task of steering the business through an ever more complex business environment. Ian also holds a key role with the company in building relationships with professional connections with the ultimate aim of building the business.
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 1980’s prior to working for an IFA practice in Stockport. His role with his last employer involved building relationships with Accountants and Solicitors which led him to take the Business Development role with Conçerva.
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 the Alps (or anywhere with mountains!!), Football, Rugby League (watching Leeds United and Rhino’s) but most of all Fell Walking. Ian and his two boys Harry & Jack completed all of the 214 Wainwright Fells in 2012 along with Fudge the Chocolate Labrador. 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!
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. He does however still enjoy occasionally hacking his way around the golf course and playing 5-a-side football once a week.
Mark TomlinsonDirector/Chartered Financial Planner
Mark joined Conçerva Ltd in November 2004 and was appointed as a director in April 2007.
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.
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.
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 four children, Yael, Aliza, Tehilla, and Zvi, 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.
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 two dogs; Sid the sausage dog and Mabel the pug.
Martin enjoys playing tennis, 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!
Martyn joined in September 2016, continuing a career in financial services that started in 1993 with Royal Life in Liverpool working in the technical pensions department before moving into advisory roles from 2004 for firms based in Salford Quays, Oldham and more recently Knutsford.
Martyn is a pension specialist and also has 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 Preston and has two grown-up daughters, Holly and Abbie. Outside of work he likes to go fine dining with partner Jo and travelling the world with her too.
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.
Chris joined Conçerva as a Graduate Trainee Financial Planner in January 2013, having graduated from Newcastle University in July 2012. Chris left Newcastle with an Honours Degree in Economics and is keen to pursue a career linked with his interests in this field.
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.
Brian Durrant works with Conçerva on a consultancy basis to monitor the performance of investments. Brian has 35 years experience as a professional economist. He read economics at Jesus College Cambridge. In the 1980s he was deputy economist to Tim Congdon at L Messel & Co stockbrokers. He then developed expertise in the fledgling derivatives industry and became Head of Research at GNI Ltd which in the early 1990s was Europe’s largest futures and options broker. He also specialised in designing exotic options strategies for the foreign exchange market.
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.
Amanda joined the team at Conçerva in September 2014 in the role of Paraplanner.
Amanda holds the Diploma in Regulated Financial Planning, is Head of the Paraplanning Team and is responsible for researching the market, writing reports & keeping advisory staff up-to-date with products, investment funds & legislative matters.
Amanda has worked in the financial services industry for 27 years in various roles, latterly providing sales support to the team of Financial Advisers.
Amanda lives with her partner Mark and children Alex and Luca with whom most of her time is spent.
Liam Taylor (BA (Hons) Graduate, DipPFS CertPFS (DM))
After graduating from University in 2011 with a First Class Honours Degree in Accounting & Finance, Liam spent several years at an IFA practice in Manchester, before joining Conçerva as a Paraplanner in July 2016. In his previous role, he provided paraplanning support to the firm’s advisers and fund research and analysis for the company’s investment propositions.
Liam holds the Regulated Diploma in Financial Planning and is currently working towards gaining Chartered status with the Personal Finance Society.
In his spare time, he enjoys watching various sports, mainly football and boxing, and is an avid Manchester United fan (as given away by the Scottish accent). He also plays for a weekly 6 a-side football team and enjoys managing his own (small) investment portfolio!
Adam joined Conçerva as an Apprentice in November 2016. He initially worked with the valuation team for nearly two years, until August 2018 when he joined the Paraplanning team.
During his time with Conçerva, Adam has completed his Certificate in Regulated Financial Services Operations and is now aiming to complete his Diploma in Regulated Financial Planning by the end of 2020.
Since starting his role as a Trainee Paraplanner, Adam has vastly improved his technical knowledge within the financial services sector and hopes to continue on in his studies to achieve Chartered status.
Outside of work Adam regularly visits the gym and attends Brazilian Jiu-Jitsu training sessions. He also enjoys unwinding on holiday, either skiing or going to various music festivals around Europe.
Lauren joined Conçerva as an Apprentice in October 2017, after attending Edge Hill university for 2 years achieving a Higher Educational Diploma in Mathematics. Lauren began her career at Conçerva as part of the valuation team but progressed on to becoming a Trainee Paraplanner in Summer 2019.
During her time at Conçerva, she has completed her Certificate in Financial Services and is now working towards completing her Diploma in Regulated Financial Planning.
Lauren is keen to complete her studies and pursue a career in the Financial Planning Industry and hopes to one day become a Financial Planner.
Maureen joined the team at Conçerva in August 2010 after being made redundant from her previous employer following 16 years of service. She is employed as an administrator, meaning she has the most important responsibility of keeping the Conçerva wheels turning.
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.
Luke is our most recent joiner having arrived at Conçerva in August 2019.
However his first taste of working in in the industry came in 2016 when he spent a week’s work placement with us. His talents were noted and when the opportunity arose we offered him the chance to come aboard with us on a more permanent basis.
A keen swimmer, Luke used to swim at a high level, winning a gold medal at the Welsh Championships in 2018. These days he describes himself as a more casual swimmer but still aims to attend the Masters National Championships this year.
Neil BridgeIndependent Investment Commmittee Consultant
Neil sits as a consultant on the Conçerva Investment Committee and has worked in financial services since 1988. During his time in the industry, Neil has worked alongside a number of the most recognised fund managers in the UK market and is currently employed as Head of UK Sales at Miton PLC
Neil is married to Robin and lives in Cheshire. Outside of work he enjoys sailing , cycling and is a keen car enthusiast.