London office

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 (now Quilter 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.

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

Since completing his Masters Degree in Finance from Cass Business School, Ben started his career as a financial planner in 2004 with a well known financial services institution. He has since become a Fellow of the Personal Finance Society as well as a Fellow of the Chartered Institute For Securities & Investment and of few financial planners qualified at postgraduate level 7 in wealth management. Ben has great passion in providing individuals with bespoke financial advice including retirement planning, inheritance tax planning, tax-efficient investing and mortgage equity release.

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.

DipPFS

Gary is a qualified financial planner with a career spanning over 38 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. He puts clients at the heart of everything he does to help them gain a clear picture of their financial journey.

Gary looks to build long term relationships with both clients and their families to better understand their unique objectives. He is committed to holding regular reviews to ensure his clients remain on track to achieve their financial goals. He specialises in cash-flow modelling, providing advice relating to Investment, Pension, Protection, Inheritance Tax and Long-Term Care Planning delivering solutions in simple terms his clients will understand.

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.

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.

LLB(Hons) DipFA IMC CeMap

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.

Megan prides herself on delivering excellent service to all her clients both private and corporate. This is achieved by the personal relationships Megan forges with the complete family ensuring all their financial needs are met both now and in the future.

Megan is a Chartered Financial Planner which is considered as the Gold standard in our industry.

Megan adds value in all aspects of financial planning and is passionate about inheritance tax planning for the family to ensure wealth preservation. Megan appreciates trust is the foundation of an excellent Client-Planner relationship and is the cornerstone of her success to date.

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.

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.

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.