Broadgate Wealth Client Servicing LLP is a family run firm of Independent Financial Advisers based in Billingham in the North East of England. Father and son Alan and Neil Sheekey have worked together in the financial services sector for over 20 years.

We maintain traditional values, whilst also having a forward looking approach to the way that we deliver financial advice to our clients, using the latest software and techniques to work to the highest professional standards.

We are supported by an experienced administration team who manage the processing of cases from the initial enquiry through to completion.

Meet the Team

Neil Sheekey - Partner
Neil
Sheekey - Partner

Neil Sheekey - Partner

01642 919050 / 07967677650

About Neil

Neil is one of three partners within Broadgate Wealth Client Servicing and is responsible for the day to day running of the business as well as advising clients.

Neil began his career with Abbey Life and at the age of 19 was their youngest registered financial adviser. Neil began his IFA career soon after Abbey life disbanded their sales force, working within a number of national IFA firms before forming Broadgate Financial Management in 2006 with his father Alan.

In his spare time Neil enjoys traveling and spending time with his family and his dogs. Neil also has an interest in renovating classic cars.

Alan  Sheekey - Partner
Alan
Sheekey - Partner

Alan Sheekey - Partner

01642 919050 / 07773373158

About Alan

Alan has industry experience spanning 35 years. Alan was the founder of Broadgate Financial Management in 2006 before handing over the running of the company to his son Neil.

Alan began his career with Abbey Life and achieved Chairman’s Club status in his time with the company making him one of Abbey Life’s most successful financial advisers. Alan joined Allied Dunbar following the closure of Abbey Life. After 2 years with Allied Dunbar Alan and Neil began working together again in the IFA sector working within a number of national IFA firms.

In his spare time Alan enjoys travelling and adventuring, spending time with his wife and family and goes on regular hill walks.

Ian  McCallan - Partner
Ian
McCallan - Partner

Ian McCallan - Partner

01642 919050 / 07830400711

About Ian

Ian is a partner within Broadgate Wealth Client Servicing and is responsible for the running of the mortgage and protection side of the business. Ian has chosen to specialise in all forms of lending and protection and offers advice to private and corporate clients.

Ian began his career in the financial services industry 8 years ago at Redwood Home Finance. He then moved to Broadgate Financial Management as a Mortgage Adviser before coming the Head of Mortgage Service and in 2015 became a Partner in the firm.

In his spare time Ian enjoys spending time with his family, hiking on the North Yorkshire Moors and singing with Infant Hercules.

 

Stephen  Hogg - Independent Financial Adviser
Stephen
Hogg - Independent Financial Adviser

Stephen Hogg - Independent Financial Adviser

01642 - 919050

About Stephen

Stephen gained his qualifications in 2006 and moved to Broadgate Financial Management in 2016. Stephen works with a wide range of clients from corporate entities to farmers and landowners.

Stephen is married with 2 teenage children and in his spare time likes watching his local rugby team play at the weekend and occasionally will pop and watch the Boro.

David Hudson - Independent Financial Adviser
David
Hudson - Independent Financial Adviser

David Hudson - Independent Financial Adviser

01642 919050 / 07793531846

About David

David joined the industry in 2005 as a financial adviser for the Co-Op and then joined Halifax in 2007, where he spent a successful 8 years mainly working in their flagship Metrocentre branch. Having always wanted to go independent, he chose to join Broadgate Financial Management in 2015.

His spare time is mainly spent with his wife and two young boys, but he does find time to keep fit and particularly enjoys running.

 

Christopher Jones - Mortgage & Protection Specialist
Christopher
Jones - Mortgage & Protection Specialist

Christopher Jones - Mortgage & Protection Specialist

01642 919050 / 07809865242

About Christopher

Chris has worked in financial advice for over 15 years. He advises clients both locally in the north-east and throughout the country. Chris has a wealth of experience built up over the last 15 years and has advised clients on a range of mortgage types and accompanying insurances, including many niche areas of advice.

In his spare time Chris enjoys travelling, playing golf and supporting Middlesbrough.

Phil Salmon - Independent Financial Adviser
Phil
Salmon - Independent Financial Adviser

Phil Salmon - Independent Financial Adviser

01642 919050 / 07805736276

About Phil

Phil has 16 years’ experience in the financial services industry and is now in his 6th year of financial planning. Phil advises clients from all walks of life, mainly in the North-East.

In his spare time, he enjoys spending time with his family, visiting theme parks and going on holiday both internationally and to lodges in the UK.

Grant Dickinson - Mortgage and Protection Specialist
Grant
Dickinson - Mortgage and Protection Specialist

Grant Dickinson - Mortgage and Protection Specialist

01642 919050 / 07896938485

About Grant

Grant started his Financial Services Career in 2016 as a trainee mortgage and protection adviser, Grant is now fully qualified and dealing with clients both locally and nationally.

Grant is a keen fitness enthusiast, so outside of work can be found in the gym or taking part in various sporting activities, anything which keeps him active!

Michael Hudson - Independent Financial Adviser
Michael
Hudson - Independent Financial Adviser

Michael Hudson - Independent Financial Adviser

01642 919050 / 07812180454

About Michael

Michael began his career with CIS over 20 years ago. He has been an independent financial adviser since 2006 and his aim is to help people understand their financial makeup and the options available to them in an easy to understand manner.

Michael is a family man and likes to play guitar in his spare time.

Danniel Spooner - Independent Financial Adviser
Danniel
Spooner - Independent Financial Adviser

Danniel Spooner - Independent Financial Adviser

01642 919050 / 07859754705

About Danniel

Dan has worked in the Financial Services Sector since 2016, prior to which he worked as a Steelworker at SSI in Redcar. He specialises in Pension & Investment advice and focuses on positive human outcomes for clients and their families.

In his spare time he is a father of 3, plays bass guitar in an indie rock band and enjoys watching the odd football match.

Sharon  Wharton - Team Leader
Sharon
Wharton - Team Leader

Sharon Wharton - Team Leader

01642 919050

About Sharon

Sharon has worked in the Financial Services Industry for over 30 years and joined Broadgate in 2019 to lead  our Paraplanning team.

In her spare time she enjoys spending time with her young daughter, gym and is a massive 70’s & 80’s music fan.

Tom Pycroft - Paraplanner
Tom
Pycroft - Paraplanner

Tom Pycroft - Paraplanner

01642 919050

About Tom

Having joined Broadgate in 2019, Tom enrolled in Broadgate’s trainee financial adviser program in January 2020. Tom started his career in Financial Services in 2017 and his father has his own practice in Tom’s native Nottingham.

In his spare time Tom likes spending time with his kids and is an avid football fan.

Jack Smith - Apprentice Paraplanner
Jack
Smith - Apprentice Paraplanner

Jack Smith - Apprentice Paraplanner

01642 919050

About Jack

Jack is one of our newest recruits at Broadgate. Jack has a 1st Class Honours degree in accountancy and finance but decided that a career in Financial Services was going to be his chosen path.

In his spare time he enjoys watching football with his favourite team being Hartlepool United.

Debra Dodds - Paraplanning Administrator
Debra
Dodds - Paraplanning Administrator

Debra Dodds - Paraplanning Administrator

01642 919050

About Debra

New to financial planning in 2021, Debra joined Broadgate with lots of experience in administrative roles which the firm believed would be utilised in assisting the firm’s Paraplanning team. Debra’s main role is in the gathering of information for clients which which makes use of her exceptional communication and organisational skills.

Andrea Hughf - Operations Manager
Andrea
Hughf - Operations Manager

Andrea Hughf - Operations Manager

01642 919050

About Andrea

Since joining Broadgate Financial Management in 2005 as an Administrator, Andrea has worked her way up to being the office Operations Manager.  Andrea overlooks the work of others and guides them as and when needed.  Andrea’s duties also include compliance, commissions and supporting the pension and mortgage teams with submissions of applications from start to finish.

In her spare time Andrea enjoys spending time with friends and family.

Sheila Bedford - Administrator
Sheila
Bedford - Administrator

Sheila Bedford - Administrator

01642 919050

About Sheila

Sheila is a long standing member of the Broadgate administration team and has experience in in servicing a wide array of clients and different financial services products. Sheila currently specialises in providing support to a busy Pensions and Investments Team, however, is always happy to share her expertise in other areas if required.

Katie Hudson - Administrator
Katie
Hudson - Administrator

Katie Hudson - Administrator

01642 919050

About Katie

Katie joined Broadgate in September 2021 with a good reputation from working in a similar position. Katie works in Broadgate  busy Mortgage & Protection Team, making sure the processing of mortgage/protection applications runs smoothly and correctly from start to finish.

Helen Sutcliffe - Administrator
Helen
Sutcliffe - Administrator

Helen Sutcliffe - Administrator

01642 919050

About Helen

Helen joined the Broadgate team in June 2016.  Helen works as part of a busy Mortgage & Protection Team, making sure the processing of mortgage/protection applications runs smoothly and correctly from start to finish. Helen also manages Alan’s diary and collates and reviews paperwork for clients.

Sebastian Davage - Compliance Manager
Sebastian
Davage - Compliance Manager

Sebastian Davage - Compliance Manager

01642 919050

About Sebastian

Seb joined the Broadgate family in 2014 with a background in pension administration for a large life assurance company. After progressing through various administration and paraplanning positions, Seb held a specialist pensions advice position throughout 2018/19.

Seb brings a high level of technical expertise and knowledge to his current Compliance Manager role which he started in early 2020 and is currently studying to achieve Chartered Status.

Outside of work, Seb enjoys days out with his young family and competing in the Cleveland Tennis League.

Want to know more?

Call us for a friendly chat on 01642 919050 or email enquiries@broadgatewealth.co.uk