Meet The Team
Joe McArdle
DipPFS, Certs CII (MP & ER)
Director
I have now worked in the financial services industry for nearly 10 years with 7 of those years as a Financial planner. I whole-heartedly believe in providing independent financial advice by listening to what is important to you and understanding your financial goals, allowing me to provide you with expert advice over your lifetime and a financial plan that is tailored to you and your circumstances.
I specialise in Pension/retirement, Investment and Inheritance Tax planning advice to help grow and protect your family’s wealth. Alongside these areas, I also provide advice in relation to Mortgages, Equity Release and Protection planning advice.
During my spare time I enjoy playing guitar and performing with my band whenever I can along with watching football and providing my slowly dying support for Blackburn Rovers.
David Brocklesby
DipPFS, Certs CII (MP & ER)
Financial Planner
I believe the most important part of financial planning is working out your goals and the reasons behind these. Once we have identified these together we can put a plan in place that is specific to you so you can live the life you aspire for.
I have previously worked as a Mortgage and Equity Release advisor before moving into financial planning, this means I really can be with you every step of the way from buying your first home or starting planning your retirement right up to drawing down your pension and planning on how to pass on your assets in a tax efficient way so your beneficiaries receive as much as possible. I think building lifelong relationships is essential to helping you achieve all your goals.
Outside of work I am a Ballroom and Latin dancer and even previously worked for Disneyland Paris.
Gary Lockett
Owner & CEO
Following a successful career in the London Reinsurance market, I have forged a second career in niche business sectors and was appointed CEO of SP Financial Management in 2006. Alongside this role, I hold a number of executive and non-executive positions in other businesses. I am a keen sportsman and charity fundraiser in my spare time.
Neil Dobson
DipPFS CeMAP Dip
Financial Planner
I have worked in Financial Services for over 20 years now, starting as a Financial Adviser with TSB back in the late 90’s. During my career, I have held various positions including managing teams of Financial Advisers and Mortgage Brokers as well as running my own company.
The part of the job I enjoy the most is meeting clients and helping them on their financial journey, whether that be building up savings and investments for their future, demystifying options for retirement income or tax planning including mitigating inheritance tax. I also help businesses plan for their future and protect against the unforeseen.
I truly believe that being an independent adviser, means I can find the best solutions to help you meet your goals and objectives. I also strongly believe in ensuring sound financial foundations are in place by ensuring you have suitable protection in place.
In my spare time I try to keep fit having competed in many triathlons and marathons. Although not as fit as I was a few years ago, I still love getting out and about on my bike or running or taking my young dog for long walks.