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Birmingham office

Meet our financial planners

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

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

The FCA do not regulate inheritance tax planning.

Contact

Quilter Private Client Advisers
8th Floor
2 Snowhill
Snowhill
Queensway
Birmingham
B4 6GA
Tel: 0121 752 8140

advice@quilter.com

Kevin Speake – Regional Director

Kevin Speake – Regional Director

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.

Richard Usmar – Chairman Birmingham

Richard Usmar – Chairman Birmingham

Richard created and drove Premier Planning for over 40 years before becoming part of Quilter Private Client Advisers. He felt that taking his whole team to the biggest financial advisory firm in the UK gave his clients the continuity, quality of service, and peace of mind they deserved. As Birmingham Chairman, Richard will be continuing to help deliver his clients’ aspirations for years to come.

Adam Carter – Financial Planner

Adam Carter – Financial Planner

With over 10 years’ experience in the financial sector as a Wealth Manager and Financial Planner, Adam has always focused on providing clients with the highest quality advice and service. For all his clients the singular goal is to protect, preserve and generate wealth through in-depth profiling and intelligent, informed advice that controls risk whilst maximising financial security for the years ahead.

Julie Cattell – Financial Planner

Julie Cattell – Financial Planner

DipPFS

Julie has been advising both individual and corporate clients for over 16 years. She advises on all aspects of financial planning including pensions (pre and post retirement), investments and inheritance tax planning. She also specialises in later life planning which enables her to provide bespoke advice and guidance for elderly clients and anyone in care, going into care or receiving care at home. Julie is very passionate about this area of financial planning and is fully accredited with the Society of Later Life Advisers (SOLLA), which is the gold standard accreditation for providing advice to later-life clients.

Lauren Cowper – Financial Planner

Lauren Cowper – Financial Planner

Ba (Hons) DipFA

Lauren is originally from Edinburgh and after moving down to London for university and graduating in marketing she joined the adviser network company, Intrinsic, for two years. She then joined the Financial Adviser School where she achieved a Diploma in Financial Advice. Lauren specialises in giving holistic financial advice to individuals on their investments and retirement planning needs. She is a strong believer in putting the customer first and building long lasting relationships with her clients.

Jonathan Cross – Financial Planner

Jonathan Cross – Financial Planner

Dip PFS

As a financial adviser Jonathan provides a wide range of financial advice to employees of the companies he looks after, as well as existing clients, some of whom have been with him for over 20 years. Jonathan particularly enjoys analysing existing portfolios to ensure they are aligned with the investor’s risk profile and delivering what the individual needs to meet their financial goals.

Mark Grainger – Financial Planner

Mark Grainger – Financial Planner

DipPFS

Mark has been a financial planner since 1993, and is proud to say it's his first and only career. He has developed a high-quality, but down-to-earth skill set, and prides himself on being able to explain how financial plans and investments work in plain English.

Mark advises business owners and professionals on all aspects of financial planning. He always takes the time to understand his clients’ situations, fears and objectives, and keeps this at the heart of his planning strategies.

Ian Markham – Financial Planner

Ian Markham – Financial Planner

BA(Hons) MSocSc AdvDipFA Chartered ALIBF

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.

Tony Dawes – Financial Planner

Tony Dawes – Financial Planner

DipFA

Tony has gained over 35 years’ experience in the financial world and is proud of the fact that many of his original clients and their families still remain with him today.

He has developed a particular interest in post-retirement planning but his expertise extends across the board, seeing him provide advice on issues such as saving, investment, and wealth protection. Tony looks after a wide range of clients spread throughout the UK but predominantly based in Shropshire and Wales, from large corporate organisations through to private individuals.

Lorraine Denton – Chartered Financial Planner

Lorraine Denton – Chartered Financial Planner

APFS

Having been in the industry for over 25 years, Lorraine has developed a broad range of knowledge in many areas of financial planning. She is responsible for working with High Net Worth clients to create and implement tailored advice both before and during retirement. Her aim is to understand clients to help them achieve their goals and objectives with cash-flow planning being an important part of this, when appropriate. She works collaboratively with Professional Advisers to enhance client outcomes and enjoys building long term relationships. Lorraine also specialises in giving advice on Defined Benefits transfer.

Helping with the complexities around wealth she is always seeking to strengthen client’s financial position to protect their wealth now and in the future.

Victoria Smith – Chartered Financial Planner

Victoria Smith – Chartered Financial Planner

APFS

Victoria advises on all aspects of financial planning. She started her career in financial services in 2007 and prides herself on the long-standing relationships that she has with her clients, focusing on their goals and concerns, to build financial plans tailored to their needs.

Victoria’s aim for her clients is to provide them with peace of mind, freeing up their time so that they can focus on the other things; hopefully the things that they enjoy whilst knowing that the financial aspects of their life are taken care of.

Paul Styles – Financial Planner

Paul Styles – Financial Planner

DipFA

Paul has been advising Corporate and High net worth individual clients for over 34 years in which time he has also been involved in building two successful financial planning practices, more latterly Infiniti Financial Planning.

Paul is now a Financial Planner with Quilter Private Client Advisers and works closely with existing clients to help them facilitate their own financial plans before and during Retirement.