Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Alan began his career with Abbey Life and achieved Chairman's Club status in his time with the company making him one of Abbey Life’s most successful financial advisers. Alan joined Allied Dunbar following the closure of Abbey Life. After 2 years with allied Dunbar Alan and Neil began working together again in the IFA sector working within a number of national IFA firms before forming Broadgate in 2006.
In his spare time Alan enjoys traveling and adventuring, spending time with his wife and grandson and goes on regular hill walks with his business partner Ian.
Neil began his career with Abbey Life and at the age of 19 was their youngest registered financial adviser. Neil began his IFA career soon after Abbey life disbanded their sales force, working within a number of national IFA firms before forming Broadgate in 2006 with his father Alan.
In his spare time Neil enjoys traveling and spending time with his family and his dogs. Neil also has an interest in renovating classic cars.
"Our family recently had to deal with the shock of learning that our newborn daughter has a serious life-limiting condition which requires significant ongoing medical care. This resulted in lengthy periods of time off work and no money being brought into the family. Broadgate successfully pursued a claim under our recently taken out critical illness policy which was paid in a lump sum almost immediately. This really helped ease our financial burdens and allowed us to devote all our time to caring for our new born girl.
We can't thank everyone at Broadgate enough, in particular Neil, for all the hard work that went on behind the scenes to achieve this and the continued support we see going forwards - in particular the very generous donation made to our nominated charity"
Ian began his career in the financial services industry 8 years ago at Redwood Home Finance. He then moved to Broadgate Financial Management as a Mortgage Adviser before coming the Head of Mortgage Service and in 2015 Ian became a Partner in the firm.
In his spare time Ian enjoys spending time with his family, hiking on the North Yorkshire Moors and singing with Infant Hercules.
Following a recent change in my personal circumstances Ian McCallan has been an invaluable asset in advising me of my options. His advice was given in a comprehensive manner outlining all possibilities, enabling me to make informed decisions.
He has always been available to respond to queries and provided any information required as quickly as possible.
When I needed help to purchase a recent property, at short notice, I was able to proceed quickly due to Ian dealing with my Mortgage application very efficiently.
He is always friendly, approachable and takes a personal interest.
I would have no hesitation in using his services in the future.