David has worked in the financial services industry for over 20 years in Private Banking, Insurance and the IFA sector. He has built up a wealth of knowledge in dealing with the particular needs of High Net Worth and Ultra High Net Worth clients in both the UK and it’s jurisdictions.
David’s experience covers UK and EU Private Client investment and wealth management issues, tax efficient superyacht ownership structures and asset backed financing. In this regard he has also been fully authorised in the conduct of Fiduciary business by the Guernsey Financial Services Commission (GFSC). He has spent the majority of his professional career in the City of London, in the financial services industry in both Consultancy and Senior Management roles.
When not busy growing and running the business he is a keen tri-athlete and sailor, occasional golfer and father to two young children – enough said!
Jeremy has been an IFA for 20 years. He previously worked with a top 50 UK accountancy firm within their financial planning arm. Prior to that he worked in personal tax and accountancy advisory roles.
Jeremy’s past experience means he is used to working closely with other professionals for mutual clients. He specialises in Retirement and Tax planning particularly with inheritance tax . His niche areas have been working with clients who are approaching or attaining retirement and looking after the needs of elderly clients with the significant changes they face . Jeremy is also fully qualified to advise on Long Term Care planning.
Jeremy enjoys music playing the piano and organ, holds various responsibilities at the church he attends and likes to keep learning about history. In his spare time he enjoys travelling having visited parts of Europe and Africa, gardening, walking, good food with friends and family, whether at home or eating out, and reading.
Direct Dial: +44 (0) 1923 725 127
Mobile: +44 (0) 7827 998434