Tom has worked in finance since 1987 and has a wealth of experience, particularly in relation to complex investment and pension planning aligned to inheritance tax mitigation and Trust management. He is widely published in the financial press and is a vociferous critic of the political side of the profession. Tom also co-founded The Henley Swim in 2004, which is now a large and established summer open-water event in Henley, raising many thousands of pounds each year for various charities.
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David has worked in finance since 2001 and has a wealth of experience, especially in relation to investment and pension strategies and complex Estate planning. David says I believe that an adviser should always provide his clients with support and advice throughout their lives, setting goals for the future, and then putting plans in place to reach those targets. David holds the Diploma in Financial Planning, as well as the certificate in Mortgage Advice and Practice. Outside of work David enjoys Football, Running, swimming, Golf and travelling.
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David CrabbeFinancial Planning Manager and head of fund research
Jonathan has been an independent financial adviser since 1984 and is a Chartered Financial Planner. He specialises in planning for clients at, or in, retirement: helping them to make the most of their pension funds and investments, and pass assets on to their families. He also runs seminars and courses on pensions and retirement planning. Outside work, Jonathan will often be found on the water, in the gym, or in the café at Marlow Rowing Club.
Jonathan WalneChartered Financial Planner
I am very grateful to you and your team for the excellent customer service and hard work you have put in.YM
Thank you for all your hard work on my behalf. I am very happy with everything we decided on and will have my pen in my hand ready and waiting.JB
I believe you are doing your best to protect your client's interests, which I have always found to be true.GM