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

Founder & CEO

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

Managing Director

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.

Peter Leonard

Case Manager

“Prior to joining Brokerplan my roles were as a Commercial Lending Manager with over 36-years of experience within the corporate/commercial Banking sector, 29 years of which were spent working for Lloyds Bank. During this time, I successfully completed the professional banking exams becoming an Associate of the Chartered Institute of Bankers in 1990.

In 2011 I joined Handelsbanken as a Corporate Manager, establishing a new office in Wetherby, West Yorkshire. Immediately prior to joining Brokerplan I worked for 4-years as a Real Estate Lending Manager at Aldermore, specialising in complex Buy to Let, Commercial Investment and Commercial Owner Occupier proposals.

My initial responsibilities will be to concentrate on those real estate/property transactions for investment and owner occupiers but I will of course be there to assist with all forms of business lending.

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

 

David Fine

Network Support Manager

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

Steve Buckley

Training & Compliance Manager

Steve joined the team in February 2019 bringing nearly 40 years of experience in Financial Services having Worked for Both Major Building Societies and Banks in managerial positions; as an independent Financial Adviser, Mortgage Adviser and prior to joining White Rose he was the Training and Development Manager for a firm of directly authorised mortgage brokers.

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 0333 405 6666 or email the Business Development Director John Kent by Clicking here.