Darren Baker | QED Wealth Management
Darren has over 26 years' experience working as a financial planner; initially with a high street bank before becoming a director of a regional financial services and accountancy firm. Since selling this business to a FTSE listed company in 1998, Darren has run his own wealth management practice.
Darren is a published author and one of an elite group who hold both'Chartered Financial Planner' and 'Certified Financial Planner' qualifications, as well as other investment, pension, taxation, financial planning, legal and trust credentials. In 2007 Darren was awarded 'Elite Adviser' status in recognition of his outstanding performance & dedication to the highest standards of professionalism.
Darren has been elected Chairman of EBIS 2010-13.
In 2009 he joined forces with the heads of 5 other firms to create 'Segment7', the only independent, national organisation of highly-qualified advisers dedicated to co-ordinating the complex financial & investment requirements of successful business owner managers & entrepreneurs.
Darren likes to keep fit and to take part in various endurance, swimming and triathlon events - when not injured! His experience advising elite athletes inspired him to write a book 'Your Financial Coach', which delivers practical financial and life advice to professional sports people (although much of the content applies equally to non sports people.)
A proud father of two, he is a Governor of the local Maths & Computing Academy and a member of several business clubs. Other interests, children's time permitting, include: spending time with family & friends, travelling, diving, walking, cycling, wildlife, reading, gardening, live music, golf, most other sports and anything that is different and/or a challenge. Darren's passions are: his family, friends and getting the most out of life. His pet 'soap bo' topics are: pessimists, the 'herd mentality' and most adverts on TV.
QED Wealth Management
Weston Office:
30 Charlton Rd
Weston-s-Mare BS23 4HQ
Taunton Office:
2 Chartfield House, Castle Street
Taunton TA1 4AS
0800 6122 835
darren@qedwealthmanagement.com
www.qedwealthmanagement.com
Darren has over 26 years' experience working as a financial planner; initially with a high street bank before becoming a director of a regional financial services and accountancy firm. Since selling this business to a FTSE listed company in 1998, Darren has run his own wealth management practice.
Darren is a published author and one of an elite group who hold both'Chartered Financial Planner' and 'Certified Financial Planner' qualifications, as well as other investment, pension, taxation, financial planning, legal and trust credentials. In 2007 Darren was awarded 'Elite Adviser' status in recognition of his outstanding performance & dedication to the highest standards of professionalism.
Darren has been elected Chairman of EBIS 2010-13.
In 2009 he joined forces with the heads of 5 other firms to create 'Segment7', the only independent, national organisation of highly-qualified advisers dedicated to co-ordinating the complex financial & investment requirements of successful business owner managers & entrepreneurs.
Darren likes to keep fit and to take part in various endurance, swimming and triathlon events - when not injured! His experience advising elite athletes inspired him to write a book 'Your Financial Coach', which delivers practical financial and life advice to professional sports people (although much of the content applies equally to non sports people.)
A proud father of two, he is a Governor of the local Maths & Computing Academy and a member of several business clubs. Other interests, children's time permitting, include: spending time with family & friends, travelling, diving, walking, cycling, wildlife, reading, gardening, live music, golf, most other sports and anything that is different and/or a challenge. Darren's passions are: his family, friends and getting the most out of life. His pet 'soap bo' topics are: pessimists, the 'herd mentality' and most adverts on TV.
QED Wealth Management
Weston Office:
30 Charlton Rd
Weston-s-Mare BS23 4HQ
Taunton Office:
2 Chartfield House, Castle Street
Taunton TA1 4AS
0800 6122 835
darren@qedwealthmanagement.com
www.qedwealthmanagement.com
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
Lochinch House
1st Floor
86 Dumbreck Road
Glasgow
G41 4SN
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
Lochinch House
1st Floor
86 Dumbreck Road
Glasgow
G41 4SN
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
Douglas McIntyre | Loch Fyne Financial Management
Douglas is a Chartered Financial Planner and Director at Loch Fyne Financial, an award winning Glasgow based investment management and financial planning firm. Before turning to financial services, where he has now worked for over 25 years, Douglas spent ten years as a navigator at sea. Today he uses his skills to help clients to navigate the important financial decisions in their lives.
Douglas established Loch Fyne Financial to serve the needs of a small number of private clients (often business owners) and their families, helping them to make smart decisions about money. His desire is for the firm to stay small and remain tightly focussed on delivering a bespoke Director led service to the highest of standards.
He is known for his ability to create clarity out of complexity - invariably with the help of straightforward words and pictures.
Loch Fyne Financial Management
5 Blythswood Square
Glasgow
G2 4AD
0141 225 6272
douglas@lochfynefinancial.com
www.lochfynefinancial.com
Douglas is a Chartered Financial Planner and Director at Loch Fyne Financial, an award winning Glasgow based investment management and financial planning firm. Before turning to financial services, where he has now worked for over 25 years, Douglas spent ten years as a navigator at sea. Today he uses his skills to help clients to navigate the important financial decisions in their lives.
Douglas established Loch Fyne Financial to serve the needs of a small number of private clients (often business owners) and their families, helping them to make smart decisions about money. His desire is for the firm to stay small and remain tightly focussed on delivering a bespoke Director led service to the highest of standards.
He is known for his ability to create clarity out of complexity - invariably with the help of straightforward words and pictures.
Loch Fyne Financial Management
5 Blythswood Square
Glasgow
G2 4AD
0141 225 6272
douglas@lochfynefinancial.com
www.lochfynefinancial.com
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
45 Southgate Street
Winchester
SO23 9EH
01962 659144
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
45 Southgate Street
Winchester
SO23 9EH
01962 659144
mstrutt@collingbourne.com
www.collingbourne.com