SIMPSON WOOD - Key Persons


Abbey Burns

Job Titles:
  • Paraplanner

Adam Piplica

Job Titles:
  • Financial Planner

Alexandra Varley

Job Titles:
  • Paraplanning Manager

Anna Short

Job Titles:
  • Payroll Administrator

Brandon Doyle

Job Titles:
  • Paraplanner

Christopher Rygalski

Job Titles:
  • IT Manager

Craig Stratford

Job Titles:
  • Audit & Accounts Director

Daniel McAllister - Managing Director

Job Titles:
  • Managing Director

Daniella Craven

Job Titles:
  • Audit Manager

David Cowling

Job Titles:
  • Office Administrator

Davis Geidans

Job Titles:
  • Financial Planner

Ed Russell

Job Titles:
  • Finance & Operations Director

Fred Lockwood

Job Titles:
  • Retired and Henry V Wood Became a Partner, Joined by Ralph Turner and George Lockwood Resulting in the Firm 's Name Being Changed to Lockwood Turner & Wood
Fred Lockwood retired and Henry V Wood became a partner, joined by Ralph Turner and George Lockwood resulting in the firm's name being changed to Lockwood Turner & Wood. The firm moved into its current premises at Bank Chambers, Market Street which also became the site of the Huddersfield Stock Exchange, shortly before George Lockwood was called up for military service in 1914.

Gary Kershaw

Job Titles:
  • Non - Executive Director

George Birkby

Job Titles:
  • Audit Manager

George Booth


George Smith

Job Titles:
  • Associate - Financial Planner

Helen Hartley

Job Titles:
  • Financial Planner

James Burhouse

Job Titles:
  • Audit & Accounts Assistant

James Jennings

Job Titles:
  • Audit & Accounts Assistant

Jayne Turner

Job Titles:
  • Business Development & Marketing Associate

Josh Rutherford

Job Titles:
  • Chartered Financial Planner

Joy Lockwood

Job Titles:
  • Trust Manager

Judith May

Job Titles:
  • Secretary

Linda Hurley

Job Titles:
  • Secretary

Luke Feve

Job Titles:
  • Paraplanner

Luke Mudd

Job Titles:
  • Tax Director

Luke Sild

Job Titles:
  • Audit & Accounts Assistant

Marianne Evans

Job Titles:
  • Practice Manager

Mark Fielding

Job Titles:
  • Audit & Accounts Director

Matt Beasty

Job Titles:
  • Senior Accounts Manager

Nichola McNally

Job Titles:
  • Trust & Estates Director

Pav Bhullar

Job Titles:
  • Tax Assistant

Rachel Stansfield

Job Titles:
  • Accounts Manager

Richard McCarthy

Job Titles:
  • Senior Associate - Financial Planner

Richard Wolk

Job Titles:
  • Tax Consultant

Ryan Gill

Job Titles:
  • Audit Manager

Safina Kausar

Job Titles:
  • Tax Manager

Samantha Gibbons

Job Titles:
  • Senior Corporate Tax Manager

Sarah Bragan

Job Titles:
  • Audit & Accounts Assistant

Shabab Gulfraz

Job Titles:
  • Senior Associate / Chartered Financial Planner

Shaun Wood

Job Titles:
  • Managing Director ( Financial Services )
Shaun Wood of Wood Wealth Management joined our Financial Services team in preparation for assuming the role of Managing Director on Neil Duthie's retirement.

Sian Wood

Job Titles:
  • Compliance and Operations Director

Simran Bains

Job Titles:
  • Audit Manager

Sophie Brown

Job Titles:
  • Office Administrator

Sophie Moon

Job Titles:
  • Tax Manager

Steph Hoyle

Job Titles:
  • Senior Payroll Administrator

Sue Mitchell

Job Titles:
  • Accounts Manager

Sukhi Khangura

Job Titles:
  • Audit & Accounts Director

Suman Khan

Job Titles:
  • Audit Manager

Thomas Connor

Job Titles:
  • Paraplanner

Thomas Johnson

Job Titles:
  • Financial Planning Director

Tom Clarke

Job Titles:
  • Assistant
  • Audit Manager

Trevor Balderson

Job Titles:
  • Accounts Manager