London office

Kevin joined the financial services industry as a trainee adviser in 1998 following a ten year spell working in the engineering sector with Rolls Royce/Perkins. Kevin created his own financial planning business called Infiniti in 2012, which he and his fellow shareholders agreed to sell to Old Mutual Wealth Private Client Advisers in April 2017. Kevin then joined Quilter Private Client Advisers as a Regional Director, with the responsibility of growing the Birmingham team before taking on the role of London Regional Director in September 2019.

Brian has nearly 40 years of experience in the financial services sector. He focuses on building bespoke solutions for his clients in a way that ensures they have control over their own finances. His ongoing review service offers clients peace of mind that their financial planning is always optimised for changing circumstances.

Chartered FCSI

With more than 30 years’ experience in the financial sector, mainly within private banking, Gill ensures a high level of service and standards are always maintained for each client across all aspects of wealth management. Gill has most recently worked with high net worth clients, building strategies to meet their needs and preserving their wealth for future generations. Gill will work in partnership with you to bring the right solutions for you and can manage all areas of financial planning including general investment planning, pension and inheritance tax planning. Thereafter, Gill will continue to review your financial position with you as part of the ongoing advice service and her commitment to you.

Graham is a qualified financial planner with a career spanning 23 years in the financial services sector. His wealth of knowledge and experience helps him provide advice that’s tailored specifically to his clients’ individual needs and objectives.

DipFA

Ian has worked in financial services since 2002, following a career change after leaving the British Army. His core strengths are taking complex financial matters and putting them in plain English. After being recognised previously at a national firm as Mortgage Adviser of The Year, Ian has developed his range of skills to incorporate full financial planning using cashflow and lifetime income modelling. Ian’s goal is “To helps us all achieve financial freedom, through careful and prudent planning”. Ian's key skills include investment and pension planning, mortgages including buy to let, protection planning, defined benefit pension transfers and long term care.

FPFS TEP

Tracy has 25 years of experience in Financial Services and is a Chartered Financial Planner and member of the Society of Trust and Estate Practitioners with technical expertise in protection and investment solutions including the use of trusts for tax and financial planning. Tracy puts her clients at the heart of her advice to ensure financial plans are personal, and will achieve their objectives. Tracy seeks to build long term relationships built on trust and regularly reviews client plans to ensure they remain focussed and relevant to changing circumstances.

Dip FA AwPETR CeMAP

Charles has over five years’ experience working with clients in the financial services industry. He started out as a paraplanner, assisting the senior financial planners with their clients, and progressed in his career whilst building a large amount of knowledge on the way. He now enjoys looking after his own clients and is passionate about helping them reach their goals and objectives, tailored to their individual needs, through financial planning.

His specialities include retirement planning, protection, inheritance tax planning and wealth preservation. Charles is committed to achieving the highest professional standing in financial services and he is currently working towards Chartered Financial Planner status. He is currently qualified in Level 6 Defined Benefit Pension Transfers and Mortgages.

FPFS

Rosie started in Financial Services in 1999 and is a highly regarded Chartered Financial Planner and a Fellow of the Personal Finance Society. Rosie enjoys helping her clients see what their future lifestyle may look like by using cash flow forecasting tools and creating realistic financial plans to help them achieve their goals. Her ability to take a complex subject and deliver straight talking honest advice so clients understand is her strength. Her specialties include retirement planning, protection, inheritance tax planning and wealth preservation. Rosie is STEP Affiliate so works closely with Solicitors and Accountants to deliver estate planning to their clients. Rosie also holds the Long term care qualification and the highly regarded Level 6 Defined Benefit Pension Transfers.

DipIP

Bob has worked as an adviser for 15 years. Prior to that, he was a fund manager and bond trader in the City. A specialist in investments and pensions, he is passionate about producing the most suitable outcome for his clients and delivering a level of service that exceeds expectations.

DipFA, CeMap

Josh has worked in financial services for over four years and has experience in all areas of financial planning, with particular expertise in pensions, protection, short- and long-term investments and inheritance tax mitigation. A graduate of the Financial Adviser School, Josh has achieved the Diploma in Financial Advice and a Mortgage Advice qualification, which are industry recognised qualifications of excellence. He prides himself on building strong client relationships, in an approachable manner, and enjoys helping clients achieve their goals. Josh also works closely with solicitors, accountants and clients’ family members or friends, to ensure appropriate intergenerational financial planning.

Bsc DipFA CeMap

Gabriela is a qualified financial planner, working towards Chartered status. She prides herself on her approachable manner and focuses on long-term, professional relationships with her clients. She is passionate about giving clients trustworthy advice and finding innovative solutions to reach their financial planning objectives.

DipFA

Jan has 18 years of experience as a Financial Planner. Jan has most recently worked within the Private Banking and Wealth Management Sector. She works together in consultation with her clients, to understand what is important to them and tailors her advice to suit their individual needs. She provides advice in the key areas of Investment Planning, Pensions and Inheritance tax planning. She firmly believes that regular service reviews, are the key to building relationships based on trust with her clients.

FPFS, BA Hons

Tim has been a financial adviser for 12 years and as well as being a Chartered Financial Planner he is also a Fellow of the Personal Finance Society. Tim epitomises the Private Client Adviser’s philosophy of putting clients at the heart of everything he does. Keeping finance simple in a complex world is key to helping clients gain a clear picture of their financial journey. Tim believes that ongoing reviews are fundamental in keeping clients on track to achieve their goals. Having been on the Investment Committee of his previous firm he specialises in Investments and how they perform in different economic climates.

MSc Finance, FPFS, Chartered MCSI, Certs CII (MP and ER)

Ben has over 14 years’ experience in financial services including roles in Financial Planning and Investment Advice at two of the largest banks in the UK.

Upon graduating with a First Class Honours degree in Business Economics with Finance, Ben also holds a Masters Degree in Finance from Cass Business School, a leading global business school. He’s also a Fellow of the Personal Finance Society and Chartered Member of the Chartered Institute for Securities and Investment.

He is among very few financial planners in the UK holding both Chartered Financial Planner and Chartered Wealth Manager status with the latter at masters degree level. His qualifications allow him to have a deep understanding of financial planning, investments and the financial markets. Ben is particularly experienced in helping individuals that are either planning to retire or have already retired and is a strong believer of providing advice with minimal jargon and complexity.

BSc (Hons) DipFA

James has over five years’ experience working within the finance industry graduating with a first in Accounting and Finance. He now enjoys giving advice directly to clients and is passionate about helping them reach their goals and objectives, tailored to their individual needs, through financial planning.