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

Geoff Wilson

Founder and CEO

Role
Regulatory oversight of the business, strategic planning, product development and financial control.

Professional Summary
Qualified Mining Mechanical Engineer then spent 20+ years in senior Sales and Marketing roles in the IT and Telecommunications sector.
Launched White Rose Finance Group in 2004 seeking a better work-life balance coupled with a strong interest in property development and investment.

Film / Music
The Full Monty, indie pop and rock , any live music.

Pastime / Interests
Time with the family and 8 grand kids , Leeds United season tickets, golf, enjoying nature and the great outdoors.

 

John Kent

John Kent

Managing Director

Role

General involvement across all business functions with specific interest in developing new network opportunities and assisting with the recruitment and success of network partners.

Professional Summary

Following a 20-year career in the corporate world, John completed an MBA and followed his interest in financial services before joining the company in 2014. This coincided with the business being awarded FCA principal status and the formal launch of the Brokerplan Network.

Favourite Book/Film

Different Seasons – Stephen King

Jaws

Passion/Pastimes/Pets

Co-Founder of Deadpan Players (Amateur Dramatics Society)

Writing

Playing Golf

Pluck the Funky Chicken (she lays blue eggs!)

Karen Kent

Karen Kent

HR & Project Director

Role

Head of the HR function as well as taking a lead role in multiple projects across the business including compliance and staff recruitment.

 

Professional Summary

Karen’s professional background includes extensive experience in finance and banking, including a number of years with Lloyd’s bank followed by a successful career with HR specialists Croner Consulting. Having operated as a commercial finance broker and set up and run her own holiday letting business while bringing up a young family Karen is also extremely adept a juggling a very busy schedule.

 

Favourite Book/Film

Pride & Prejudice – Jane Austen

Gladiator & Anything with a Christmas Tree

 

Passion/Pastimes/Pets

Pawthos, Pogo, Pemberley, Prim, Pepper & Pluck (Dog + Rabbit + 4 x Chickens)

Running & Gym

Socialising

Simon Burke

Simon Burke

Operations Manager

Role
Overseeing business operations day to day, with a focus on lender relationships, deal processing, inbound communications, and compliance.  

Professional Summary
Joining the business in 2021 having previously managed a mid-sized operation within a commercial banking environment, Simon has also spent a large part of his career on the front line as a commercial finance broker. With over 15 years in financial services, he brings experience in relationship management, operations, structuring and sales.

Favourite Book/Film
Rigged – Ben Mezrich
Leon

Passion/Pastimes/Pets
Watching football (as a keen Liverpool supporter)
Playing golf
No pets (2 kids is enough!)

Jan Fox

Practice Manager

Role

Responsible for the financial control of the business, managing the whole accounting process ensuring its integrity, alongside payroll & administration. Also supporting all key areas of the business, from facilities to IT ensuring the smooth running of the company!

Professional Summary

An AAT accounting technician, coupled with over 20 years experience in accountancy, finance and administration, working across various diverse business sectors from education, insurance and accountancy practices. Brought a breadth of knowledge and expertise having joined White Rose Finance in June 2019.

Favourite Book/Film

The Stormlight Archives – Brandon Sanderson (Favourite Author)

Somersby

Passion/Pastimes/Pets

Yoga

Love of Musical theatre

Power of the mind – Hypnosis & Psychotherapy – qualified as a hypnotherapist in February 2020!

David Fine

David Fine

Network Support Manager

Role
Involvement across the Operations function. Network support for AR’s on case’s, mentoring, building tools to make their progress into becoming a commercial broker as easy as possible.

Professional Summary
Following a degree in Management and a varied career across the world that included finance positions (Spain / Hong Kong / Tel Aviv) a return to my home town coincided with starting work for White Rose in 2006.

Personal
Favourite Book – The Bone Clocks – David Mitchell
Favourite Films – Brazil / Blade Runner

Passion/Pastime/Pets
Robin, my 2-year-old takes up all my passion and pastime at the moment!

Laura Fieldhouse

Laura Fieldhouse

Business Development Manager

Role
Involved in recruitment across all of our Brokerplan Academy opportunities.

Professional Summary
Laura studied Nursing at King’s College London and graduated in 2017. Following this Laura worked as a Field Sales Executive in Reprographics before joining the business in October 2019.

Favourite Book/Film
Harry Potter
Get Out

Passion/Pastimes/Pets
Baking
Exercise Classes
Frankie the Frankfurter (Sausage Dog!)

Lee Hesketh

Lee Hesketh

Network Support Manager (Regulated)

Role
I work with our sales team recruiting new brokers and support our existing partners on their journey in the Financial Services Industry.

Professional Summary
I have a wealth of experience in the Financial Services industry and have enjoyed roles with major high street banks, leading estate agents as well as other key employers in the region. My colleagues would describe me as energetic and passionate (loud) which I hope combines well with my knowledge and experience.

Favourite Team
Manchester United

Passion
If you happen to call me and get my voicemail, I’m either in the front seat of a roller coaster or having some quiet time 18meters under the ocean. Scream if you want to go faster…………

Marcus Foster

Marcus Foster

Business Development Manager

Role
As Business Development Manager to the Brokerplan Network, Marcus’ role entails advising Partners with lead generation, social media strategy and relationship building.

Professional Summary
After graduating his university studies in Business and Marketing, Marcus began work with a digital marketing agency before then moving to White Rose Finance in 2018.

Personal/pastime
When he’s not working with Partners on generating business, Marcus enjoys visiting the pub with friends, watching Netflix crime documentaries and taking his Shih-Tzu’s for long walks.

Catherine Bale

Training & Support Advisor

Catherine has joined us in the role of Training and Support Advisor, working within our regulated mortgage desk. Joining us from Bluestone Mortgages, Catherine has worked in a number of roles from broker to mentor with a spell as an underwriter thrown in for good measure! After her training, Catherine will take on responsibility for file checking and mentoring for our regulated mortgage network as well as our own internal mortgage desk.

Andy Boycott

Andy Boycott

Training Facilitator

Role

My responsibilities are to facilitate and develop training across the business. Ensuring all learning interventions are fit for purpose, giving the needed support to our growing partner network.

 

Professional Summary

Following 20 years running a small business, I have worked for various large organisations in the role of Learning & Development Manager. More recently working for a multi-national company as an area Franchise Development Manager, supporting a large partner network.

 

Favourite Book/Film

Sense Hacking – Charles Spence

Snatch

 

Passion/Pastimes/Pets

Recent edition to the family: a very excited Goldendoodle, who is turning into a giant!

Hiking/walks

Camping & caravanning

Music- a very loud sound system much to the annoyance of my family and neighbours!

Formula 1

Boxing

Phil Coates

Phil Coates

Relationship Manager

Role
Assist, assess and submit commercial finance cases that are sent into WRF from the network and direct.

Professional Summary
Having worked in business banking for 7 years at a couple of high street banks, Phil ventured into the commercial bridging world but after being made redundant in 2020 Phil joined WRF.

Favourite film/Book
Film – Shawshank Redemption
TV Series – Game of Thrones

Passions/pastimes
Anything sport related especially football and golf having played football at Semi-Professional level.

Come and meet us


To discuss any questions or to arrange a Discovery Session or Webinar please contact the Business Development Team on 0333 405 6666 or email the Business Development Manager Laura Fieldhouse by Clicking here.