Meet the team

Janice has over 27 years experience as a Financial Advisor and has built up a successful practice with over 2000 clients. Janice started out in financial services with Allied Dunbar and latterly Openwork and has a wealth of knowledge in investments and pensions.

Janice is currently working towards her grade four in piano and enjoys the theatre and spending time with her family.

Financial Qualifications

DipPFS – Diploma in Financial Planning

Cert CII (MP) – Certificate in Mortgage Practice

Originally from Norwich, James graduated from the University of Glamorgan in 2006 and spent six years working with Barclays Bank as a Mortgage Adviser. He has since worked for a small brokerage offering a mortgage and financial protection services and completed further financial qualifications before joining Brooke Financial as a Financial Adviser in 2013.

Financial Qualifications

DipFA – Diploma in Financial Advice

CeMAP – Certificate in Mortgage Advice & Practice

Sam originates from Hinckley in Leicestershire. He completed his undergraduate degree at Durham University and was a regular in the men’s rowing team during his time there. After graduating Sam decided to pursue a career in finance, joining the practice in 2020 having previously worked for another Openwork Partnership practice in Leeds.

Sam specialises in personal finance protection and cashflow modelling for retirement.

In his spare time, Sam enjoys cycling, DIY and has recently taken up golf

Financial Qualifications

DipPFS – Diploma in Financial Planning

CII (MP) – Certificate in Mortgage Practice

Deborah graduated from Leeds Metropolitan University in 2005 with BA Honours and started in financial services in 2006 as a Mortgage Adviser before joining Brooke Financial in 2008 as Practice Manager. In her spare time Deborah enjoys spending time with her daughter along with cooking for friends and family and walking her dog.

Financial Qualifications

Cert CII (MP) – Certificate in Mortgage Practice

Financial Qualifications

FPC – Financial Planning Certificate

CeMAP – Certificate in Mortgage Advice & Practice

CeRER – Certificate in Regulated Equity Release

Financial Qualifications:

CeMAP – Certificate in Mortgage Advice & Practice

Jacob is a graduate of Durham University and started with Brooke Financial in 2021 as a mortgage administrator and is the newest member of the team. Prior to joining, Jacob gained valuable experience working in administration for a specialist finance broker in which time he gained his mortgage qualifications.

In his free time – Jacob enjoys playing cricket and golf is a keen follower of his local team Bradford City FC

Financial qualifications:

CeMAP – Certificate in Mortgage Advice and Practice