The Team

GARETH SIMON - FINANCIAL SERVICES DIRECTOR WEALTH MANAGEMENT ADVISER GARETH SIMON – FINANCIAL SERVICES DIRECTOR
WEALTH MANAGEMENT ADVISER

With 80% of Gareth’s work being referred this is testament to the high level of service provided and the trust that has been built up. Gareth is also responsible for the firm’s processes and investor protection/compliance. As well as a family man Gareth is a keen welsh rugby and Manchester United supporter so can often be seen wearing red or seeing red depending on the result …

ALEX FOSTER - CHARTERED FINANCIAL PLANNER ALEX FOSTER – CHARTERED FINANCIAL PLANNER

Alex joined the team in March 2013, and his role is split between continuing to a provide high level of advice to High Net Worth Clients, Business owners and Directors, together with managing the Financial Services Department. In his spare time, Alex loves to be outside and can normally be found mountain biking, wind surfing, sailing, or if the weather is bad – in the gym, and the occasional holiday skiing!

ADRIAN SEAGER – FINANCIAL PLANNER

Adrian had a long career in the Royal Navy, the highlight of which was to serve on-board Her Majesty’s Yacht Britannia. In 1990, he left the Royal Navy and returned to Dorset. He is married to his wife Jan, and they have two grown up daughters. Having left the Royal Navy Adrian became an IFA with a high street bank. Don’t look for Adrian on a Sunday if an F1 Grand Prix is showing, because he is an avid armchair F1 fan.

MATTHEW ISAACS - ASSET MANAGEMENT ADVISERMATTHEW ISAACS – FINANCIAL PLANNER

Matthew became an IFA in 2004 and joined us in 2012. Matthew is a new parent and finds little time for anything else but enjoys it thoroughly. When time allows, Matthew loves to play tennis for his local team and admits to being a bit of a foody.

 

CHRISTOPHER PETERS - FINANCIAL PLANNER CHRISTOPHER PETERS – FINANCIAL PLANNER

Chris joined the team in 2013 as a corporate planning specialist. Chris has worked as an adviser within the banking sector for over 12 years and will be the firm’s first point of contact for auto enrolment and associated advice. When not working, Chris enjoys nothing more than getting out on his kayaks, cycling the local area, or when on leave getting away Skiing. A keen chef Chris enjoys experimenting for his son Zach and partner Karen.

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