Exeter office

BA (Hons), DipPFS

Jonathan Burden is from Exeter originally and he returned to Devon after graduating with an Honours degree in Modern European Studies. He has spent most of this time working in the South West with a short time in the City of London with Thomson Reuters. Jonathan has held various positions in Financial Services since 1995, including advising his own clients and several leadership positions, most recently as a Regional Manager at NatWest where he improved client outcomes and internal controls and was an integral member of several senior Boards / Controls Groups. He joined Quilter Private Client Advisers in 2018 with overall responsibility for the growth and development of the South West regional office, drawing on his considerable experience and expertise in the industry.

APFS

Brian is a Chartered Financial Planner and Chartered Wealth Manager who provides an holistic approach to financial planning for individuals, businesses and trusts.  Brian has worked with solicitors (he is an Associate of STEP), accountants and stockbrokers. Brian specialises in helping clients and their families achieve their financial goals through tax advantageous investment strategies and planning. This can only be achieved having gained a thorough understanding of a client’s circumstances. Brian is keen to develop close working relationships with clients and it is this personal approach that he believes is key.

Jenny has over 15 years’ experience in financial services and joins us from Goodmans Financial Planning. Jenny is experienced in all aspects of financial planning, especially working with clients as they prepare for retirement, as well as helping families protect their wealth for themselves.

Jenny is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Additionally, she is a fully accredited member of the Society of Later Life Advisers and specialises in care fee advice. Jenny is very well qualified to advise you on all aspects of financial planning.

Please contact Jenny on her mobile number 07425 538636 or contact Gabriele Keleraite in our Client Support team on 01392 576000.

Lisa has been working within the financial services industry for over 15 years, initially having her own mortgage broking business. In 2008 Lisa took the opportunity to specialise in financial planning and spent 11 years with Old Mill (a financial planning and accountancy practice based in Yeovil and Wells). During her time with Old Mill she gained valuable technical knowledge which focused on holistic financial planning including cashflow modelling.

Lisa believes that ‘trust’ is at the centre of the financial planning work she does. Having a fully engaged relationship with her clients allows Lisa to help them achieve their key goals and objectives, which is the primary focus behind the work she does. Lisa has experience in all areas of financial planning however has specialised in pensions and retirement planning, IHT/estate planning and other tax planning solutions.

Lisa is a Chartered Financial Planner and is a Fellow of the Personal Finance Society. She also achieved her Certified Financial Planner status with the Chartered Institute of Securities and Investments in 2017.

Ian is a Financial Planner with over 20 years of Financial Services experience. He is a Chartered Member of the London Institute of Banking and Finance and holds a Masters Degree from The University of Birmingham.

He is currently responsible for working with High Net Worth clients to create and implement tailored advice to meet their goals, both before and during retirement. He is always helping clients with the complexities around wealth, seeking to strengthen clients’ financial positions and protect their wealth now and in the future. Ian has a number of clients that he has worked with for over 20 years.

DipPFS, Cert CII (MP)

Dean has over thirty years’ experience in the financial services sector, with time spent both in the UK and international markets. This has given him exposure to customers from a very broad spectrum in terms of both social and financial backgrounds.

He has acquired a wide range of knowledge and is passionate about applying this in providing solutions for his customers in a simple to understand, jargon free manner. He considers that it is vital financial advice is provided not just for today, but on an ongoing basis through the numerous life stages we all face.

Most recently Dean spent the last four years dealing with Public Sector employees specialising in but not limited to advice on their pensions.