Meet The Team

Simon S Jones, AIFP APFS, Regional Managing Director

Previously a Director of National Accounts for Flemings, and previously Pension Manager with KPMG in Manchester. Simon was previously Managing Director of Paramount Group Limited, a large independent financial services company, which was acquired by Towergate Financial in 2008.

Simon is fully AFPC qualified, an Associate of the Institute of Financial Planning and is responsible for the strategic direction of Towergate Financial in the North of England.

Clive Barwell, TEP FSI Cert PFS, Director

In 1988 Clive came to Leeds as Manager of the Leeds Branch of Lloyds Private Banking. At the time, Clive was the youngest Branch Manager in the Private Bank.

Since leaving the Bank Clive has gained experience with a Sheffield IFA and two National IFAs. He is now Chairman of the Yorkshire Branch of Society of Trust & Estate Practitioners and has recently been elected a Fellow of the Securities & Investment Institute. His particular areas of specialism are Inheritance Tax and investment planning.

Lee Glennan, CFP FPFS, Pensions Director

Lee has been working in face to face financial advising for almost 20 years. He was a founder shareholder in Paramount Group and currently holds the role of Pensions Director for Towergate Financial (North) Ltd, his specialities being corporate pensions and investments.

Lee is both a Chartered and Certified Financial Planner and a Fellow of the Personal Financial Society.

Andrew Brumby, BSc (Hons), Director

After graduating from Queen’s University, Belfast in 1994, Andrew Brumby began working as an IFA for a firm of solicitors based in Whitby and Scarborough, providing advice to the firm’s clients.

In order develop further as an adviser Andrew took the opportunity to move to Leeds and join a national firm of advisers. It was here he met like minded colleagues who jointly set up, what is now, Towergate Financial (North) Ltd to provide tailored financial advice to individuals, corporate entities and to work closely with firms of accountants and solicitors.

Andrew specialises in providing advice in the area of pensions and divorce, investments and inheritance tax planning.

Adele Jones, Director

Adele has qualifications in auditing, and significant experience in dealing with regulatory matters.

Adele is a co founder of, what is now, Towergate Financial (North) Ltd, and Elements, which is a trading style focussed purely at women. She also founded Independent Medical Solutions (IMS), a financial planning service for medical professionals.

Adele also writes for Hospital Doctor and The Doctor.

David Proud, Director

After graduating from Leeds University, David spent many years working in the FMCG industry at individual, regional and national account level before bringing a wealth of client facing experience to the Financial Service’s sector.

Having worked in face to face financial advising for almost 10 years now, 6 of them as an Independent Financial Adviser. David is also a founding Director of Towergate Financial (North) Ltd and has overall responsibility for Mortgages.

Caroline Anstee, Director

Caroline started her financial career in the retail-banking sector working throughout the East Midlands.

In 1997 Caroline left the Bank to pursue her career as an Independent Financial Adviser. As an IFA, she has worked in the East Midlands and London.

Caroline uses her expertise and experience to present to groups of individuals within the corporate and public sector on various financial issues. She is currently delivering a finance module to students at Warwick University and is a preferred financial speaker at the Everywoman network conferences.

Caroline is a co-founder of Elements which focuses on advice for women.