Meet the team

Previously based in Newton Abbot and known as DQS, with many long-standing and loyal clients, we’ve been part of Quilter Private Client Advisers since 2016. With easy access from the M5, between the Blackdown Hills and Dartmoor, our office is ideally located to take care of the South West region. Our dedicated team of experts are here to help you reach your financial goals.

Transferring out of a final salary pension is unlikely to be in the best interest of most people.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

How to contact us:

Tel: 01392 576000
Email: QPCAadvice@quilter.com

Quilter Private Client Advisers
Ground Floor
Vantage Point
Pynes Hill
Exeter
EX2 5FD

Jonathan Burden – Regional Financial Planning Director

Jonathan Burden – Regional Financial Planning Director

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.

Brian James – Chartered Financial Planner

Brian James – Chartered Financial Planner

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.

Jennifer Ives– Chartered Financial Planner

Jennifer Ives– Chartered Financial Planner

 

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 Anderson – Chartered Financial Planner

Lisa Anderson – Chartered Financial Planner

 

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 Markham – Financial Planner

Ian Markham – Financial Planner

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.