| Financial
Planners:
Jeremy Dobbin
Jeremy has over 30 years working experience having started in general
insurance and mortgage broking, switching to financial services
over twenty five years ago He has a vast experience of advising
clients, both corporate and personal, on both their occupational
schemes as well as their personal affairs.
Qualifications
Certified Financial Planner, Association of Taxation Technicians
and Diploma of the Personal Finance Society.
| Telephone: 01628 785050 |
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Fax: 01628
785051 |
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Michael Broom
Michael joined HB Dobbin in 2003. He has a detailed knowledge of
UK pensions and this was evidenced with a distinction awarded in
his pensions exam. He advises both corporate and private clients
on pensions and investments.
Qualifications
Chartered Financial Planner, Associate of the Personal Finance Society
and Bachelor of Science (Hons) from Leeds University in 1997.
| Telephone: 01628 785050 |
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Fax: 01628
785051 |
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Client Service Co-ordinators
Pam Rokins
Pam joined HB Dobbin in 2006 to run the support team which includes
client servicing and administration. Pam is FPC qualified. She has
worked for AXA, Legal & General and Royal & Sun Alliance
and consequently she brings a wealth of experience from both sides
of the IFA industry.
Qualifications
FPC 1, FPC 2 and FPC 3
| Telephone: 01628 785050 |
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Fax: 01628
785051 |
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Alison Jackson
Alison joined the support team at HB Dobbin in July 2007 to assist
in the client servicing and administration. She has worked for other
IFA’s over a 28 year period. Alison is part FPC qualified.
| Telephone: 01628 785050 |
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Fax: 01628
785051 |
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Karen Brooke
Karen originally joined our associated firm Harper Broom Chartered
Accountants in March 2003 carrying out secretarial, reception and
administrative duties. She transferred to HB Dobbin in November
2005 and is now an integral part of the support team to the consultants
and carries out our client servicing administration.
| Telephone: 01628 785050 |
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Fax: 01628
785051 |
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Suzanne Giles
Suzanne originally joined our associated firm Harper Broom Chartered Accountants November 2006, carrying out book keeping and accounting duties for Harper Broom and HB Dobbin. She moved to HB Dobbin in February 2008 as a Business Services Provider, with responsibility for Client Commissions and Fees, as well as bookkeeping for the firm.
| Telephone: 01628 785050 |
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Fax: 01628
785051 |
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Directors
F. Masterman-Smith - B.A. and F.C.A.,
J. A. Broom – F.C.A.
They are Partners at Harper Broom Chartered Accountants
M. J. Broom – BSc and Chartered Financial Planner
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