“Similarly to Will I am a Chartered Financial Planner, I also hold the Certified Financial Planning qualification through the Institute of Financial Planning and the Investment Management Certificate (IMC). I have a Financial Services degree and over 14 years’ experience of Financial Planning and Investment Management, advising high net worth clients. Most of this time was spent at BDO Stoy Hayward and Duncan Lawrie Private Bank in London and Bristol.”

“Being a firm of Chartered Financial Planners helps demonstrate that we want to be, and to stay, at the very top of the financial planning profession. It helps signify a commitment to academic achievement, continuing professional development and adherence to a strict code of ethics. All this is intended to benefit our clients by allowing them to relax knowing that they are being well served.”

“I always had a strong interest in investments and from a relatively early age wished to pursue it as a career. Having spent a year with a financial advisory firm during a ‘sandwich year’ at university I realised that investment management without financial planning was of limited benefit. Much more value can be added to clients by helping them to plan and structure their finances. I found this far more rewarding and interesting than standalone investment management.”

“To be perfectly honest having a family of three young children and a wife who also works leaves limited time for adventure. I enjoy most sports, particularly Cricket, Rugby, Golf and Tennis. These days this is more armchair viewing rather than as an active participant, but I am a member of Kingsdown Golf Club and will go and watch Bath Rugby at every opportunity. I have a keen interest in wine, predominantly French, and venture to the ‘new world’ only when feeling adventurous!”

“My first job after university was at a large Financial Advisers where I initially supported five advisers as a researcher and report writer. I was shocked at how the industry seemed to be all about product sales and commission generation rather than client focused advice. Whilst I knew that this was not necessarily reflective of the whole market I sensed there was an opportunity to do things in a better way! From there I moved to an accountancy firm which provided fee based advice and I focused on gaining the highest levels of professional qualifications, as quickly as possible.”