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London 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
Millennium Bridge House
2 Lambeth Hill
London
EC4V 4AJ
Tel: 0207 562 5856

advice@quilter.com

Dominic Rose – Director, London

Dominic Rose – Director, London

With a degree in industrial economics and a corporate finance background, Dominic has spent the last 10 years working for financial planning businesses. In 2012, as part of the senior leadership team at his previous firm, he helped establish and grow a now well-known national wealth management business with responsibility for both acquiring companies and managing teams of financial planners. He joined Quilter Private Client Advisers in 2016 and now has responsibility for the growth and development of the London business, drawing on his considerable experience and expertise in the industry.

Brian Anderson – Financial Planner

Brian Anderson – Financial Planner

DipFA

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.

Gillian Clifford – Financial Planner

Gillian Clifford – Financial Planner

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 Brenton – Financial Planner

Graham Brenton – Financial Planner

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.

Ian Cook – Financial Planner

Ian Cook – Financial Planner

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 management, mortgages including buy to let, protection planning, defined benefit pension transfers and long term care.

Tracy Crookes – Chartered Financial Planner

Tracy Crookes – Chartered Financial Planner

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.

Charles Hirst – Financial Planner

Charles Hirst – Financial Planner

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.

Rosie Hooper – Chartered Financial Planner

Rosie Hooper – Chartered Financial Planner

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.

Bob Mooney – Financial Planner

Bob Mooney – Financial Planner

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.

Joshua Mathieson – Financial Planner

Joshua Mathieson – Financial Planner

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.

Gabriela Strug – Financial Planner

Gabriela Strug – Financial Planner

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.

Jan Thompson – Financial Planner

Jan Thompson – Financial Planner

DipFA IMC

Jan has 18 years of experience as a Financial Planner and also holds the well regarded Investment Management Certificate. 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 & Inheritance tax planning. She firmly believes that regular service reviews, are the key to building relationships based on trust with her clients.