Our team of personal finance directors is focused on helping our clients make their money work for them. We are a team of chartered and accredited financial planners who put our clients’ dreams and aspirations at the heart of the financial planning process.
Following two years’ postgraduate research at Cambridge University, Andrew embarked on his career in financial planning in 1992, joining Acuma, the fee-charging subsidiary of American Express. Over the years, continued professional study resulted in Andrew becoming one of the most highly qualified financial planners in the UK, as a Chartered Financial Planner and a Certified Financial Planner.
Andrew is a passionate advocate of the power of financial planning (as distinct from product-related financial advice) and the positive impact it can have on clients’ lives. To advance the development of the financial planning profession he has played numerous ‘thought leadership’ roles: he served two terms as a board director of the Institute of Financial Planning (IFP) and chaired its Ethics, Practice Standards and Disciplinary Committee. He currently sits on the Chartered Institute of Securities and Investment (CISI) Integrity and Ethics Committee.
Andrew has regular public speaking engagements, which have included the IFP’s National Conference, The Wealth Enhancement Forum and 2inspire’s Leadership Club as well as numerous IFP regional conferences and branch meetings.
Having owned and sold his own business, Andrew and his wife Ali took the decision in 2004 to move the family home from Cambridge to be closer to Ali’s roots in Yorkshire. He is the father of 4 boys and is an endurance multi-sport athlete, competing in a wide variety of outdoor sports, including orienteering, fell running, mountain biking, adventure racing, kayaking, sailing and skiing. He has done several long World Championship Adventure Races in mountainous areas of the UK. He took up skiing a few years ago, quickly gaining instructor qualifications and for a couple of weeks each winter can be found teaching in the Italian Alps.
He actively supports his local Scout Group and plays the violin, having been a member of the Manchester Youth Orchestra and Harrogate Symphony Orchestra.
Tim’s experience in national and regional financial advice firms – and two accountancy practices – was invaluable in helping him establish BDB’s unique approach when he set up the company with Andrew Brook-Dobson in 2006.
The founding ambition was to create a financial planning business focused on private clients and featuring highly qualified professionals. Today, as a Certified Financial Planner, Tim thrives on finding the best work-life balance for BDB clients, helping them to achieve everything they – and their family – want from life.
For Tim, work-life balance is about being able to enjoy fresh air, family and fitness. Having returned from London to his roots in the north to get married and have children, he relishes the ability to walk – or run – from his front door onto the Moors. Tim is an active runner, usually preparing for a challenge event: he has taken part in marathons in New York, Berlin, Vancouver and Amsterdam, and run the Chevin Chase, the 24 Peak Challenge and the Oxfam Trail Trekker Challenge. He coached rugby at Otley RUFC for nine years, hanging up his boots after a month coaching for the Bhubesi Pride Foundation in Africa. He remains involved with this fantastic charity and is the first President of the Bhubesi Pride Ambassadors.
Matt has worked for over fifteen years at some of the most highly regarded financial planning and wealth management firms in London and the North of England. During this time, he has accumulated a wide range of experience and knowledge as a financial planner and risk manager. Matt has provided invaluable advice, insight and guidance to many business owners, executive clients, wealthy families and Trusts.
Matt holds both Chartered and Certified Financial Planner status, placing him among the most highly qualified planners in the UK. He also holds a degree in Mathematics and Statistics from the University of Newcastle upon Tyne.
Matt joined BDB in 2012 following the decision to relocate from London to return to his roots in the North and enjoy the fresh air and open spaces of Yorkshire.
An advocate of evidence-based investing, Matt loves helping our clients navigate the world of investment risk, and demystifying the secrets of successful investing. His expertise has been fundamental to the development of BDB’s investment approach.
In addition to his responsibilities in chairing our investment committee, designing and taking care of our clients’ financial plans, Matt also has responsibility for day-to-day operations at BDB.
Matt balances his work with outdoor pursuits, specifically running, climbing, mountaineering and skiing. In recent years, he has ‘enjoyed’ testing himself in some gruelling ultramarathon endurance running events. Matt also enjoys combining his passion for the outdoors with a keen interest in photography, and he loves sampling seafood and single malt on regular trips to the Scottish Highlands.
Dan built up five years’ experience in financial advice following his Northumbria University degree in Finance & Investment Management. Already a qualified financial advisor, he is adding to his qualifications at BDB, working towards chartered membership of the CISI and CII.
Part of Dan’s professional development includes mastering BDB’s client-focused approach, where the emphasis is on helping people achieve their life goals through effective financial planning.
When not working, thinking about work or studying something to do with work, Dan is usually at home enjoying quality time with his wife, daughter and new-born baby boy. And while this leaves little time for personal leisure pursuits, he has been known to take to a snowy mountain strapped to a board.
Gill has worked in the financial services sector for many years, both in the corporate world and the independent sector. BDB has been her most fulfilling career choice to date, because of the opportunity it gives her to make a real difference to clients’ lives.
BDB’s focus on building close working relationships with clients means that as a Client Administrator, Gill is able to help them use their wealth to achieve what they want out of life.
Yorkshire has always been Gill’s home, and family (she has two grown-up sons) is a big part of her life. Outside work she enjoys walking her dog in the hills and practising yoga, and Gill has recently taken up running again, albeit not with the intensity of some of her colleagues!
Amy began her career in financial services in 2014 after achieving A-levels in Business Studies, Psychology and Art. Before joining BDB in 2016, she had already developed a working knowledge and understanding of pensions and life policies.
At BDB, her main responsibility as Client Administrator is to work closely with our clients. Amy is also involved in finding ways to make the company’s processes as efficient as possible.
Outside of work she enjoys socialising with friends and family, and taking on artistic projects to keep her creative skills fresh.
Keen to enter the world of work straight from school, Harriet joined BDB in summer 2015 after gaining A-levels in Business, Economics, Accountancy and Maths. She is now working towards her professional qualifications, and looking forward to building relationships with clients and progressing her career at the firm.
Harriet’s role as Client Engagement Assistant at BDB also involves organising and hosting BDB events. Outside of work she enjoys socialising and spending time with her family.
Amy’s 10-year career in finance and accounting plus a degree in business and management have given her a broad grounding in business and finance. Already Qualified by Experience as a management accountant, Amy is now studying to complete her CIMA professional qualification.
Since joining as Finance Manager in 2016, Amy has already developed BDB’s management information system and is looking forward to developing the finance function as the company grows.
Being a Mum to an energetic toddler keeps Amy busy when she’s not working, and she loves spending time with her family and socialising with friends.
Oliver joined BDB in 2016 after graduating from the University of Northumbria with a degree in International Business Management. During his studies he spent time overseas, working in aviation insurance in Madrid and studying finance at France’s EDHEC Business School.
Today, Oliver works as Executive Assistant to BDB’s leadership and finance teams, and is working towards professional qualifications including the CIMA Certificate in Business Accounting.
A Harrogate native, Oliver is also a keen sportsman, playing cricket for his local village team and striving to improve his handicap on North Yorkshire’s many golf courses.