Meet the team


We have an experienced team of experts in the Commercial Broker industry, who are here to help you succeed in the Brokerplan Network.

Geoff Wilson

Managing Director & Head of Property Development Finance

Geoff founded the business in 2004, prior to which he was European Managing Director for US Technology group iPass Inc. and previous to that he held Senior Management roles with Global One, BT, GEC and Plessey.

Alongside the Brokerplan business, Geoff is also a Board Member of the National Association of Commercial Finance Brokers (NACFB).

Geoff brings significant experience of Property Development Finance to Brokerplan, after starting his career in this industry in the mid 90’s.

 

John Kent

Director of Business Development

John spent 20 years in the corporate world working mainly as a Sales Director in UK manufacturing. In 1997, he completed his MBA at Greenwich University.

In 2011, John set up his own business acting as an intermediary, introducing a wide range of alternative financial products and services including; offshore pensions, tax planning, tax relief and all forms of commercial finance.

Having launched and hosted the Property Investors Network event at Hazlewood Castle in York in January 2012, John is very active in the local independent property market. An avid networker, both face to face and via social media John recognises the benefit of making connections and building long standing relationships.

Favourite Film – The Breakfast Club

Books – The L-Shaped Room – Lynne Reid Banks, Wasp Factory – Iain Banks, Different Seasons – Stephen King.

David Fine

Operations Director & Senior Case Underwriter

David has experience of working in Commercial roles for HSBC and a number of private finance businesses both in the UK and overseas, having graduated from University of Manchester with a BSc Hons Degree in Management in 1993.

Combining work, and travel with a desire to be immersed and learn from other cultures David has lived and managed businesses in Hong Kong and Europe, speaking fluent Spanish, basic Japanese, French and Hebrew.

Film – They Live

Books – Slade House by David Mitchell
Breakfast of Champions by Kurt Vonnegut
Watchmen by Alan Moore

Richard Sanger

Regulated Mortgage Broker

Richard has wealth of experience having worked in the financial industry for over 15 years. He began his career working on the counter of a well-known high street lender, then working his way up to mortgage adviser and finally Branch Manager. His passion is working with customers and advising them on getting the most suitable deals. He therefor decided to leave his job to pursue a career in giving mortgage advice, firstly through an estate agent and now with White Rose Mortgages.

Richard is a proud family man, who enjoys spending time with his wife and 2 young daughters. Being Welsh, he has a keen interest in Rugby Union supporting the Welsh team through all the ups and downs (mostly downs).

Favourite film: Star Wars 

Favourite book: The Power of One by Bryce Courtenay

Stephen Kisby

Business Development Manager

Stephen is a highly experienced industry ‘veteran’ with over 30 years’ experience working in the finance industry. His early years were spent working with various Building Societies and he has since worked with companies in the mortgage franchising, commercial mortgage lending / bridging, secured loans, pension-led funding and the alternative business finance markets.
Stephens provides support to our AR’s , Associates and Partners in both our Commercial and Residential Partner Networks to generate new business.
Favourite Film: Get Carter (1971)
Favourite Book: Cannery Row by John Steinbeck

Steve Cruise

Senior Case Manager

Steve has over 30 years of Senior Management & business knowledge in the Finance, Insurance and Asset sector markets, working for companies such as Close Brothers, Car Care Plan & CAP/HPI.

He is a former Fellow of the Institute of Sales & Marketing and The Motor Industry.

Steve has a specialist understanding of Asset, Invoice finance and business loans sectors and leads on these aspects as well as helping develop our general portfolio of property business.

He is a real people person with a sporting background in Rugby Union, Cricket and Golf.

He loves an Autobiography and his favorite films are Shawshank Redemption, TopGun and Kes.

 

Nikki Balfour

Case Manager

Nikki joined Brokerplan in August 2017 with an Open University BA Degree and Post Grad Certificate in Teaching from York St John University.  She has prior experience in the sector as a Mortgage Case Handler and the Team Leader for the mortgage arrears department for a Building Society. 

As a Case Manager at Brokerplan, Nikki is responsible for assessing and submitting applications for cases received in our busy office and focuses on Buy To Lets, Commercial and Bridging finance. 

Favourite Film – Train to Busan

Book – The Yellow Wallpaper

 

Julie Walmsley

Regulated Mortgage Administrator

Julie has a wealth of experience in the financial sector.  She is CeMAP qualified and has previously worked as an Independent Mortgage Broker.  She has also worked as a Money Advisor on the Government’s Money Advice Service contract.  Julie joined the team in April 2018 as Mortgage Administrator to help progress the regulated mortgage applications and ensure they run as smoothly as possible.

Marcus Foster

Business Development Associate

Marcus joined Brokerplan as a graduate May 2018 with a background in marketing and business development from the agency and retail industries.

With a Degree from York St. John University in Marketing Management, he helps our partners receive all the support that they need to reach their target audiences and drive sales.

Favourite book – The Beach.
Favourite film – The Secret Life of Walter Mitty.

Claire Jackson

Business Administrator

Previously with Wescot Credit Services Limited, Claire brings with her an in-depth understanding of the financial industry.

Claire is involved in many aspects of bringing new Partners on board including branding and FCA registration. Claire provides an important liaison with partners around their training requirements and provides ongoing support to help get the most from their businesses.

Claire’s Favourite Film is Mamma Mia

 

Hannah Christie Mileham

Business Communications Associate

Hannah joined Brokerplan in 2017 and her role is to provide administrative support to the management team across all business functions as well as general office administration. She deals with marketing and communications via newsletters and social media for Brokerplan as well as assisting colleagues in setting up new business partners.

Come and meet us


To discuss any questions or to arrange a Discovery Session please contact the Business Development Team on 01757 600511 or email the Business Development Director John Kent by Clicking here.