Call : 0151 342 7700

email: Enquiries@Broadleaffs.co.uk

The Broadleaf Team

Based in Merseyside, Broadleaf are Independent Financial Advisers dedicated to the provision of holistic, professional and straight-forward advice. At Broadleaf we employ a team of experienced, highly qualified advisers and support staff who work hard to deliver a service that extends 'beyond the call of duty' and is focused entirely on you.

How we work …
Our approach begins with an initial meeting at your home or work-place where we discuss your needs and expectations and you can ask us as many questions as you want. We will then conduct a thorough evaluation of your financial situation. Once we understand your needs, goals and objectives we create a plan to set you on your path to where you want to be. We work with you over the long-term to ensure your financial affairs remain organised and provide comfort that everything is in order. Regular review meetings act as a check-point to take into account any changes in your needs or circumstances. Our first meeting is obligation-free and without charge.
To find out how we can help you please get in touch.
Director
John Shaw

John is the principal adviser and Director and is one of the founders of Broadleaf. Working alongside Sara, his focus is on providing direction for the business and he believes in establishing professional and long term relationships with all clients. Outside of office hours, John enjoys fell walking and supporting Everton and is also involved in fund raising for the charities associated with the club.

e: jss@broadleaffs.co.uk
t: 0151 342 7700

Director
Sara Shaw - Financial Advisers, Wirral
Sara Shaw

Co-founder and Director – Sara controls the Company’s finances and oversees the day to day running of the business. Sara’s attention to detail includes researching and checking the ‘finer details in print’ and keeping control of the Company cheque book!! A keen animal lover – Sara is outdoors walking the dogs at every opportunity whatever the weather and tries to keep fit by swimming in a ‘preferably’ heated pool.

e: sara.shaw@broadleaffs.co.uk
t: 0151 342 7700

Adviser
Mike Moore

Mike has been working in the financial services sector since 1995 after graduating with an Honours Degree in Economics. His clients describe him as relaxed and knowledgeable and this can be verified by Mike achieving Chartered status in 2015. Mike is married with two children but still finds time to play golf on a regular basis and watch football.

e:mmoore@broadleaffs.co.uk
t: 0151 342 7700
linkedin.com/in/mikemoorebfs

Adviser
Glen Morris

With his amicable approach and his experience in the field spanning 30 years, Glen is able to provide clients with the advice that is particular to their needs. No longer being involved in Rugby Union, Glen enjoys outdoor activities and spends much of his spare time in the Lake District, walking the Fells.

e: glen.morris@broadleaffs.co.uk
t: 0151 342 7700

Adviser
Paul Rathbone

Paul is a Chartered Financial Planner with almost 20 years’ experience in financial services. He specialises in Investment and Retirement Planning but has a wealth of experience in protection and estate planning. Paul takes great pride in helping his clients reach their goals and life ambitions. Paul has achieved Chartered Status, the professions’ gold standard for financial planners. Outside of work Paul is a family man who likes football, cooking and being up in the mountains.

e: paul.rathbone@broadleaffs.co.uk
t: 0151 342 7700

Paraplanner
Chris Slack - Financial Adviser, Wirral
Chris Slack

Before joining the Company in 2006, Chris worked for most of the large Financial Service providers. Researching products, funds and keeping a well trained eye on the Stock Market now takes up most of his day. Chris loves cars – the older the better, especially those that need some TLC!!! He is also a supporter of Man United, (unfortunately).

e: c.slack@broadleaffs.co.uk
t: 0151 342 7700

Administration Manager
Diane Rayner

Diane is the longest serving employee of the Company, joining in 1996. Diane provides invaluable support to the Directors in relation to compliance, reporting procedures and completes her role with the supervision of the Administration Dept. Outside of office hours, Diane enjoys walking with her dogs and spending time with her grandchildren.

e: diane.rayner@broadleaffs.co.uk
t: 0151 342 7700

Client Support
Ann Burgos-Lovece

Ann has always worked in an admin role – whether this was shipping to accountancy or law.
For those that know Ann, she thrives on providing customer service and enjoys the challenge of learning new skills. She likes to dance, loves live music and the theatre and can also be found out walking most weekends.

e: aburgos@broadleaffs.co.uk
t: 0151 342 7700

Client Support
Jenny Daly

Jen is the friendly voice at the end of the phone. Business Administration and making the coffee takes up most of her day in between chatting with Clients and helping answer their questions. Away from the office Jen is an avid reader of any books although she does like the scary ones. Her grandchildren also keep her occupied.

e: jdaly@broadleaffs.co.uk
t: 0151 342 7700

Client Support
Tracy Roberts - Financial Advisers, Wirral
Tracy Roberts

Tracy only recently moved to the Company having gained a healthy work ethic after many years in Financial Services. She has already enthusiastically demonstrated her well organised multi-tasking skills and has quickly become an invaluable member of the team. Her hobbies include embroidery, reading – especially thrillers and spending time with her granddaughter. She also is an avid rugby union fan!

e: tracy.roberts@broadleaffs.co.uk
t: 0151 342 7700

Client Support
Sarah Johnson

Sarah has recently joined our Admin team having worked in the financial services industry for almost 10 years. She has a positive attitude in her approach to work and enjoys a challenge. Sarah loves cruising when the time allows. Otherwise she can be found playing tennis at league level or walking and socialising with friends.

e: sarah.johnson@broadleaffs.co.uk
t: 0151 342 7700

Client Support
Jennifer Cunningham

Jennifer started working for us as an Administrator after returning from the sunnier climes of Malta and as a ‘newcomer’ to the industry, has quickly adapted to the regulations of Financial Services. Her interest include health and fitness and she runs between 5- 10 miles per week. (Phew!). Jennifer also enjoys travelling and visiting new places.

e: jcunningham@broadleaffs.co.uk
t: 0151 342 7700

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