Darren Baker | QED Wealth Management
Darren has over 22 years experience working as a financial planner; initially with a high street bank and then from 1990 as a director of a regional financial services and accountancy firm. Upon the sale of this firm in 1998 to a FTSE listed company, Darren set-up his own wealth management practice.
One of only a small number of "Chartered Financial Planners" in the UK, Darren has also passed many other advanced investment, pensions, taxation, financial planning and trust exams, making him one of the most highly qualified financial advisers in the country. In 2007 Darren was awarded "Elite Adviser" status in recognition of his outstanding performance & dedication to the highest standards of professionalism.
Passionate about his client's financial well-being, Darren is highly critical of the generally poor standard of investment advice and ongoing service provided by a predominantly sales-driven investment industry.
QED Wealth Management
Stathe Barn
Stathe
Taunton TA7 0JL
0800 6122 835
info@qedwealthmanagement.com
www.qedwealthmanagement.com
Darren has over 22 years experience working as a financial planner; initially with a high street bank and then from 1990 as a director of a regional financial services and accountancy firm. Upon the sale of this firm in 1998 to a FTSE listed company, Darren set-up his own wealth management practice.
One of only a small number of "Chartered Financial Planners" in the UK, Darren has also passed many other advanced investment, pensions, taxation, financial planning and trust exams, making him one of the most highly qualified financial advisers in the country. In 2007 Darren was awarded "Elite Adviser" status in recognition of his outstanding performance & dedication to the highest standards of professionalism.
Passionate about his client's financial well-being, Darren is highly critical of the generally poor standard of investment advice and ongoing service provided by a predominantly sales-driven investment industry.
QED Wealth Management
Stathe Barn
Stathe
Taunton TA7 0JL
0800 6122 835
info@qedwealthmanagement.com
www.qedwealthmanagement.com
Michael Barr | Michael Barr & Co.
In a career spanning 25 years Michael Barr has established a strong reputation for integrity and professionalism. His qualifications alone demonstrate an impressive level of commitment. He is the first in his profession in the North West to be awarded the Fellow of the Personal Finance Society - the highest qualification possible. He is a Certified Financial Planner and a Chartered Financial Planner, a rare achievement in the industry. He is also a Fellow of the Chartered Insurance Institute (Pensions) and holds the Advanced Pension qualification, G60. In addition, Michael received the 'Personal Financial Planner' of the year award and a host of other national awards.
But it is what Michael can bring to his clients through these achievements that really matters. They judge him on his ability to provide insightful advice on wealth management, pensions, and tax planning. They welcome his logical, friendly and understandable approach. And - through his guidance - they enjoy tapping in to the world of successful investing.
Michael Barr & Co
19 Poulton Road
Carleton
Poulton le Fylde
Lancashire FY6 7NH
01253 885 844 01253 890 541
info@michaelbarr.org.uk
www.michaelbarr.org.uk
In a career spanning 25 years Michael Barr has established a strong reputation for integrity and professionalism. His qualifications alone demonstrate an impressive level of commitment. He is the first in his profession in the North West to be awarded the Fellow of the Personal Finance Society - the highest qualification possible. He is a Certified Financial Planner and a Chartered Financial Planner, a rare achievement in the industry. He is also a Fellow of the Chartered Insurance Institute (Pensions) and holds the Advanced Pension qualification, G60. In addition, Michael received the 'Personal Financial Planner' of the year award and a host of other national awards.
But it is what Michael can bring to his clients through these achievements that really matters. They judge him on his ability to provide insightful advice on wealth management, pensions, and tax planning. They welcome his logical, friendly and understandable approach. And - through his guidance - they enjoy tapping in to the world of successful investing.
Michael Barr & Co
19 Poulton Road
Carleton
Poulton le Fylde
Lancashire FY6 7NH
01253 885 844 01253 890 541
info@michaelbarr.org.uk
www.michaelbarr.org.uk
Craig Burgess | Blackstone Wealth Management
Craig Burgess brings to EBIS a strong belief in scientifically structured investment strategies based on current academic research and grounded by common sense. He was a very early adopter of asset class investing, a strategy that provides investors with the best opportunity to reach their financial goals.
Craig began his financial services career in 1992, working briefly as a tied adviser for Norwich Union. He became an Independent Financial Adviser in the following year when he realised the importance of providing truly impartial financial advice for his clients.
Craig has been a recognised Pension Transfer Specialist (G60) since 1999, a qualification which completes the suite of exams required for the Advanced Financial Planning Certificate. He has set himself new goals for the following year, aiming to achieve the Certified and/or Chartered status reached by many of his colleagues in the EBIS team.
By always keeping up to date with the latest developments in the industry - and by challenging himself to continually improve his skills and experience - Craig continues to provide the best possible financial advice and guidance for his clients.
Blackstone Wealth Management
Ledra House
Northgate
Aldridge
West Midlands WS9 8TH
0845 450 8748 0845 450 8749
craig@blackstone.uk.net
www.blackstone.uk.net
Craig Burgess brings to EBIS a strong belief in scientifically structured investment strategies based on current academic research and grounded by common sense. He was a very early adopter of asset class investing, a strategy that provides investors with the best opportunity to reach their financial goals.
Craig began his financial services career in 1992, working briefly as a tied adviser for Norwich Union. He became an Independent Financial Adviser in the following year when he realised the importance of providing truly impartial financial advice for his clients.
Craig has been a recognised Pension Transfer Specialist (G60) since 1999, a qualification which completes the suite of exams required for the Advanced Financial Planning Certificate. He has set himself new goals for the following year, aiming to achieve the Certified and/or Chartered status reached by many of his colleagues in the EBIS team.
By always keeping up to date with the latest developments in the industry - and by challenging himself to continually improve his skills and experience - Craig continues to provide the best possible financial advice and guidance for his clients.
Blackstone Wealth Management
Ledra House
Northgate
Aldridge
West Midlands WS9 8TH
0845 450 8748 0845 450 8749
craig@blackstone.uk.net
www.blackstone.uk.net
David Crozier | Navigator Financial Planning
David Crozier has provided professional wealth management advice to his clients since 1994. They appreciate his investment expertise and honesty, and his ability to make the complex simple. By choosing to work with a small number of wealthy clients, David can focus on helping them realise their lifestyle and financial goals successfully and with minimum risk.
David was the first Certified Financial Planner in Northern Ireland and the first fee-based financial planner there, since he started his own practice in 2004. He is also a Chartered Financial Planner and Trust & Estate Practitioner with extensive technical knowledge, especially in investments and inheritance tax. His astute approach to commercial opportunity also saw him taking the lead in asset-class investing when it was first introduced in the UK - he is still at the forefront of this initiative today.
Navigator Financial Planning is based in Newry, County Down, and has offices in Belfast and London.
Navigator Financial Planning
3b Milltown Hill
Warrenpoint
Newry
Co Down BT34 3QY
028 3085 1199
david@navigatorFP.com
www.navigatorfp.com
David Crozier has provided professional wealth management advice to his clients since 1994. They appreciate his investment expertise and honesty, and his ability to make the complex simple. By choosing to work with a small number of wealthy clients, David can focus on helping them realise their lifestyle and financial goals successfully and with minimum risk.
David was the first Certified Financial Planner in Northern Ireland and the first fee-based financial planner there, since he started his own practice in 2004. He is also a Chartered Financial Planner and Trust & Estate Practitioner with extensive technical knowledge, especially in investments and inheritance tax. His astute approach to commercial opportunity also saw him taking the lead in asset-class investing when it was first introduced in the UK - he is still at the forefront of this initiative today.
Navigator Financial Planning is based in Newry, County Down, and has offices in Belfast and London.
Navigator Financial Planning
3b Milltown Hill
Warrenpoint
Newry
Co Down BT34 3QY
028 3085 1199
david@navigatorFP.com
www.navigatorfp.com
Alan Dick | Forty Two Wealth Management
A Director of the Institute of Financial Planning, Alan Dick has worked as an Independent Financial Adviser since 1995. He has a strong commitment to developing specialist experience and knowledge in the financial planning profession.
In January 2004 Alan became only the sixth Certified Financial Planner in Scotland, and in November 2005 one of the first financial planners in the UK to be awarded Chartered Financial Planner status. Alan is also a recognised Pension Transfer Specialist (G60).
Central to Alan's approach is a belief in making working relationships enjoyable ones. He is a passionate communicator about the benefits of smart wealth management, writing articles for leading publications like the Financial Times and - in his spare time - teaching the public about financial markets and products.
Through his firm, Forty Two Wealth Management, Alan provides comprehensive financial, investment, retirement and estate planning, primarily in London and Scotland.
Forty Two Wealth Management
Ground Floor
Unit 1
Spiersbridge Business Park
Spiersbridge Way
Glasgow G46 8NG
0141 404 1501
aland@fortytwowm.com
www.fortytwowm.com
A Director of the Institute of Financial Planning, Alan Dick has worked as an Independent Financial Adviser since 1995. He has a strong commitment to developing specialist experience and knowledge in the financial planning profession.
In January 2004 Alan became only the sixth Certified Financial Planner in Scotland, and in November 2005 one of the first financial planners in the UK to be awarded Chartered Financial Planner status. Alan is also a recognised Pension Transfer Specialist (G60).
Central to Alan's approach is a belief in making working relationships enjoyable ones. He is a passionate communicator about the benefits of smart wealth management, writing articles for leading publications like the Financial Times and - in his spare time - teaching the public about financial markets and products.
Through his firm, Forty Two Wealth Management, Alan provides comprehensive financial, investment, retirement and estate planning, primarily in London and Scotland.
Forty Two Wealth Management
Ground Floor
Unit 1
Spiersbridge Business Park
Spiersbridge Way
Glasgow G46 8NG
0141 404 1501
aland@fortytwowm.com
www.fortytwowm.com
Graham Fidoe | Morton-Wilson
Graham Fidoe is Managing Director for Midlands-based Morton-Wilson and a highly experienced family wealth manager. He has provided many years of objective and informed wealth management advice to a diverse client list that includes entrepreneurs, farmers and widows. They appreciate his integrity and investment knowledge - he still advises his first family client after 21 years.
Graham is a Fellow of the Institute of Financial Planning and a Certified Financial Planner practitioner. He believes providing clear advice is essential when helping investors build and preserve their wealth. He is also convinced that clients don't need to rely on active and expensive financial management either. For Graham, the EBIS approach will prove that it is experience that matters when aiming for investment success.
Morton-Wilson
Spinney Grange
Barton Road
Carlton
Nuneaton CV13 0RL
01455 291538
gfidoe@morton-wilson.co.uk
www.morton-wilson.co.uk
Graham Fidoe is Managing Director for Midlands-based Morton-Wilson and a highly experienced family wealth manager. He has provided many years of objective and informed wealth management advice to a diverse client list that includes entrepreneurs, farmers and widows. They appreciate his integrity and investment knowledge - he still advises his first family client after 21 years.
Graham is a Fellow of the Institute of Financial Planning and a Certified Financial Planner practitioner. He believes providing clear advice is essential when helping investors build and preserve their wealth. He is also convinced that clients don't need to rely on active and expensive financial management either. For Graham, the EBIS approach will prove that it is experience that matters when aiming for investment success.
Morton-Wilson
Spinney Grange
Barton Road
Carlton
Nuneaton CV13 0RL
01455 291538
gfidoe@morton-wilson.co.uk
www.morton-wilson.co.uk
Anita Gatehouse | cre8 Financial & Business Planners
As principal of cre8 Financial & Business Planners, Anita Gatehouse is passionate about delivering great financial planning solutions. For 18 years she has helped address her clients' financial issues with a professional, caring, down-to-earth approach. Her focus is always on the end result - how to help clients use their financial resources to take control of their lives and look after the people and things they care about.
Anita worked for many years for investment and insurance institutions before deciding to help clients directly. She works with widows and divorcees who - with her guidance - are empowered to find their way through the complex world of personal finance. She also works with successful company directors who are often too busy running their business to focus on planning for themselves and their families.
Anita is a member of the Institute of Financial Planning and a qualified financial planner. She is currently studying for further qualifications.
cre8 Financial & Business Planners
9 Church Street
Kidderminster Worcs DY10 2AD
01562 745730
mail@cre8-fbp.com
www.cre8-fbp.com
As principal of cre8 Financial & Business Planners, Anita Gatehouse is passionate about delivering great financial planning solutions. For 18 years she has helped address her clients' financial issues with a professional, caring, down-to-earth approach. Her focus is always on the end result - how to help clients use their financial resources to take control of their lives and look after the people and things they care about.
Anita worked for many years for investment and insurance institutions before deciding to help clients directly. She works with widows and divorcees who - with her guidance - are empowered to find their way through the complex world of personal finance. She also works with successful company directors who are often too busy running their business to focus on planning for themselves and their families.
Anita is a member of the Institute of Financial Planning and a qualified financial planner. She is currently studying for further qualifications.
cre8 Financial & Business Planners
9 Church Street
Kidderminster Worcs DY10 2AD
01562 745730
mail@cre8-fbp.com
www.cre8-fbp.com
James Martineau | Morton-Wilson
A highly experienced family wealth manager, James Martineau is trusted for his integrity and wealth management expertise. He still advises his first family client after 25 years and is addressing the needs of the next generation too.
James has advised a variety of clients from entrepreneurs and professional partners to trustees and widows. He is a Fellow of the Institute of Financial Planning and a Certified Financial Planner practitioner. He was a Director of the Institute of Financial Planning from 1994 to 2004. He is a director and co-owner of Morton-Wilson.
James co-founded EBIS because he is convinced investors profit more from strategies designed to capture the greatest proportion of market returns at the lowest risk and cost - rather than relying upon expensive and largely unproven manager skill. His clients are clearly impressed with his professional insight.
Morton-Wilson
The White House
Hilltop
Ombersley
Worcestershire WR9 0ES
01905 620545
Jmartineau@morton-wilson.co.uk
www.morton-wilson.co.uk
A highly experienced family wealth manager, James Martineau is trusted for his integrity and wealth management expertise. He still advises his first family client after 25 years and is addressing the needs of the next generation too.
James has advised a variety of clients from entrepreneurs and professional partners to trustees and widows. He is a Fellow of the Institute of Financial Planning and a Certified Financial Planner practitioner. He was a Director of the Institute of Financial Planning from 1994 to 2004. He is a director and co-owner of Morton-Wilson.
James co-founded EBIS because he is convinced investors profit more from strategies designed to capture the greatest proportion of market returns at the lowest risk and cost - rather than relying upon expensive and largely unproven manager skill. His clients are clearly impressed with his professional insight.
Morton-Wilson
The White House
Hilltop
Ombersley
Worcestershire WR9 0ES
01905 620545
Jmartineau@morton-wilson.co.uk
www.morton-wilson.co.uk
Martin Strutt | Collingbourne Wealth Management
Martin Strutt delivers smart financial planning solutions for successful entrepreneurs. He limits the number of clients he works with to provide a highly personalised service. The result - satisfied clients with the confidence to take charge of their lifestyle and financial goals.
Martin combines many years of industry experience with solid professional qualifications. He was one of the first people in the industry to achieve the Advanced Financial Planning Certificate and is now a Certified Financial Planner. His financial career began in the City of London at Scottish Widows where his technical knowledge and capability saw him shine as one of their top-producing consultants. Later he became Head of Training at Chase de Vere Investments Plc and, more recently, ran the financial planning division of a City accountancy practice. He currently serves on the committee of the London branch of the Institute of Financial Planning.
Martin brings the same experience, commitment, and integrity to the EBIS team.
Collingbourne Wealth Management
Amadeus House
23 Floral Street
Covent Garden
London WC2E 9DP
020 7353 8700
mstrutt@collingbourne.com
www.collingbourne.com
Martin Strutt delivers smart financial planning solutions for successful entrepreneurs. He limits the number of clients he works with to provide a highly personalised service. The result - satisfied clients with the confidence to take charge of their lifestyle and financial goals.
Martin combines many years of industry experience with solid professional qualifications. He was one of the first people in the industry to achieve the Advanced Financial Planning Certificate and is now a Certified Financial Planner. His financial career began in the City of London at Scottish Widows where his technical knowledge and capability saw him shine as one of their top-producing consultants. Later he became Head of Training at Chase de Vere Investments Plc and, more recently, ran the financial planning division of a City accountancy practice. He currently serves on the committee of the London branch of the Institute of Financial Planning.
Martin brings the same experience, commitment, and integrity to the EBIS team.
Collingbourne Wealth Management
Amadeus House
23 Floral Street
Covent Garden
London WC2E 9DP
020 7353 8700
mstrutt@collingbourne.com
www.collingbourne.com