HB Dobbin Financial Planning – Independent Financial Advisers
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HB Dobbin Financial Planning Ltd : Meet the staff

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
Fax: 01628 785051


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
Fax: 01628 785051


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
Fax: 01628 785051


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
Fax: 01628 785051


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
Fax: 01628 785051


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
Fax: 01628 785051


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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