Testimonials
- Richard Briggs, Technical and Compliance Supervisor - Smith & Williamson
- Matthew Quinn, Independent Financial Adviser – SJB Global
- Daniel Goggin, Managing Director - Adsen Moore
- Jodie Stevenson, Director - Sunniva Group UK
- Ray Miah, Business Development Manager - GCC, Asia & Africa - DeTrafford
- Ethan Walthall, Paraplanner
- Paul McCullagh, Private Wealth Adviser
- Alex Hone, Client Relationship Manager - Swissential SA
- Aeron Davies, Geneva Switzerland
- Emma Story, Membership & Sponsorship Manager - The British-Swiss Chamber of Commerce
- Andrew Grant, Head of Sales - Swiss Prime International AG
- Dominic Peters, Independent Financial Consultant
- Gareth Bowkett, Private Wealth Adviser - Investment & Financial Consultants
- Ben Theiler, Account Manager - Hypergate
- Robert Rogowski, International Financial Consultant - Swiss Prime International AG
- Jeremy Lee, Client Relationship Manager -Swissential SA
- Daljit Hoonjan, Senior Financial Advisor - Brite Advisors
- Craig Hutton, Paraplanner - Prism Financial Advice Ltd
- David Anthony Walthall, Executive Director - TrainingWise
- Megan Kavanagh, Head of Operations - Bubblegum Business Solutions
- Andrew Tweddle, Sales Manager - Joseph Ash Galvanizing
- Dom Jenkins, Administration - WBW Chartered Financial Planners
- Ben Stubberfield, Wealth Manager - deVere Group
- Patrick Umpleby, Private Wealth Adviser
- Charlie Bornor, Fintech Consultant - London City Fintech
- Martin Colley, Business Development Manager - Oceanic Preservation Society
- Chris Hawtin, Director
- Darren Harris, Business Development Manager - Swiss Prime International AG
- Hayden Stredwick, Independent Financial Consultant
- Megan Kavanagh, Head of Operations - Bubblegum Business Solutions
- David Tait, Managing Director – Redmill Consulting
- Andrew Pickering, Financial Consultant - Wesleyan
- Dylan Navra, Managing Director - Praemium
- Chris Thompson, Financial Planner - Holborn Assets LLC
- Anthony Beaumont, CEO Switzerland - Brite Advisors
- Nishan Balasingham, Senior Financial Planning Manager - Santander UK
- Jesse Robinson, Strategic Customer Relationship Manager - Intelliflo
- William Burrows, Partner - AHR Private Wealth
- Martin O'Malley, Wealth Manager - deVere Group
- Shelley Wren, Strategic Partnerships - IP Global Ltd
- Redmond Friar, Director - Pensions Consultant
- Rebecca Murphy, Director - International Wealth Consultants Limited
- Sophia Bhatti, District Manager - Nexus Insurance Brokers LLC
- Husain Rangwalla, Senior Strategic Analyst - GWM
- Chris Baigent-Reed, Founder - Jigsaw Tree Ltd
- Scott Millar, Financial Planner - First Wealth LLP
- Andrew Derrick, IPMI Broker Sales and Support Team Leader – Cigna
- James Ferguson, Senior Financial Planner - AHR
- George Stainton, Senior Wealth Manager - Hoxton Capital Management
- Joe Woodhouse, Independent Financial Adviser - AHR Private Wealth
- Subbah Razaq, Head of Client Relations - GWM
- Jed Wilson, Private Client Director - Eswaran Stone Chartered Financial Planners
- Nick Cook, Associate Partner – Morrinson Wealth Management LLP
- David Eggison, Director – OME Mortgages Specialists
- Danny Agg, International Financial Adviser - SJB Global
- Jacob Hall, Area Manager - deVere Acuma
- Nathan Lennox, Family Wealth Manager - deVere United Kingdom
- Simon Lefley, Senior Wealth Manager - deVere Acuma
- James Stanton, Managing Partner - Hoxton Property
- Jack Ellice, Wealth Manager - Tankard Wealth
- David Tait, Managing Director - Redmill Consulting
- Mike Cavin, Head of Mortgages - deVere United Kingdom
- Lee Adams, Independent Specialist - deVere Mortgages
- Martin Grundy, Wealth Analyst - deVere United Kingdom
- Tyla Phillips, Partner - AHR Private Wealth
- Tony Williams, Wider Market Agent - NFU Mutual
- Paul Greveson, Managing Director - Independent Financial Appointments
- Christopher Moxon, Senior Associate - Holborn
- Mitch Hopkinson, Managing Director - deVere United Kingdom
- Bill Tatham, Executive - Financial Services Network Ltd
- Chris Smithfield, Senior Associate - Holborn Assets LLC
- James Spencer, Executive Partner - Finsbury Associates
- Paras Gosrani, Managing Consultant – Intelligent Solutions HR
- Austin Blair, CEO - Providence Life
- Bob Pain, CEO - Cadel Consulting Limited
- David J. Naughton, Private Client Adviser - Harrison Brook
- Luke Forrest, Head of Fintech - London City Fintech
- David Matthews, UK Head of Sales - Utmost Wealth Solutions
- James Kennerdale, Negotiation Consultant - The Gap Parnership
- Andrew Oliver, Chief Executive Officer - PCC Wealth Management
- Carla Smart, Pensions Manager - GWM
- Jonathan Hives, Private Wealth Director - Arlo Group
- Daniel Matthias, Client Director - DXC Technology
- Darren Jones, Head of Global Technical Development - deVere Group
- Jason Trowles, Managing Director - deVere France
- James Weston, Head of International Managed Solutions – GAM
- Paul Rhodes, Business Development Director - Blacktower Financial Management
- Christina Brady, Associate Director - Blacktower Financial Management
- Trevor Byrne, Senior Financial Planner - GWM
- Lawrence Jewkes, Investment Management - WH Ireland
- Jai Patel, Business Development Manager - DEKO
- Kevin White, Director - Fortem Financial Management Ltd.
- James Barnes, Managing Director - Alpha Global Wealth
- Steven Cowans, Managing Partner - Aston Advisory Services
- Garry Williams, Director - Self employed
- Nathan Tarr, General Manager - GWM USA
- Andrew Blueman, Managing Director - Blue Oak Partnership
- Tim Hinchliffe, Director - Aiglon Wealth Management
- John Mendy, Associate - JP Morgan
- Edward Mainwaring-Burton, General Manager - Black Swan Capital Ltd
- Violeta Milanovic, Office Manager - MAN Diesel & Turbo
- Linda Tobin, Manager, Global Customer Support and Inside Sales - NortonLifeLock
- James Arbon, Co-Founder & Director - SpencerMinetti
- Spencer Freeman-Haynes, Manager - Independent Consultant
- Daragh Summerfield, Senior Partner - The Alliance Partnership
- Jonathan Harley, Senior Sales Operations Analyst - Thomson Reuters
- William Fryer, Partner Practice - St. James's Place Wealth Management
- Steve Iball, Wealth Manager - deVere Group
- Jack Kerswell, Sales Manager - Just Us Financial Solutions
- John Montague, Wealth Consultant – deVere Switzerland
- Marcia Avis, Consultant - Knight Frank Finance
- Tim Govaerts, Associate Director - Blacktower Financial Management
- Daniel O'Leary, Head of Switzerland HNW Clients - deVere Switzerland
- Quentin Sellar, International Financial Adviser - Blacktower Financial Management
- Paul Howard, International Financial Adviser - Blacktower Financial Management
- Frank Capron, Head of Risk & Complaince - London Colonial Services
- Doug Tucker, Regional Director East Asia - deVere Group
- Noel O'Leary, Head of UAE - devere Acuma
- Edward Davies, Senior Private Client Adviser - Credence International
- James Wallis, Regional Sales Manager – Lockton Companies
- Steve Kneale, Senior Pension Advisor - Brite Advisors
- Justin Barrett, Director - Capital Platforms Pte Ltd
- Nigel Smith, Technical Manager - deVere Group
- Oliver Dax, Managing Director - Monkey's Paw Consultancy Ltd
- Stuart Holmes, Director - deVere Australia
- Jason Gaines, Senior Manager - Standard Bank
- Charlotte Portelli, Legal Associate - Dr. Kresse International Law Firm
- Robin Fielder, CEO - Leadership Development Ltd
- Peter Collett, Managing Director - Collett Research
- John Alden, Executive Wealth Manager - deVere Portugal
- Mark Jenkins, Head of Introducer Relationships - Loan.co.uk
- Oliver Prosser, Third Party Custody - JPMorgan Chase & Co
- Tuija Takieddine, Senior Consultant - Yellow Capital
- Michelle Andrews, Managing Director - Quilter
- James Dodds, Managing Director - Chartercross Capital Management
- Brent Mayhew, Senior Area Manager - Financial Services Network Ltd
- Peter Drummond, Chairman - Providence.life
- Andrew Chalklin, Head of Training - deVere Group
- Joe Murray, Director – Olympic Wealth
- Alex Herbert, Senior Partner - Holborn
- Rob Fisher, Independent Financial Adviser - All Saints Financial
- Reyhan Surel, Finance & Accounting Assistant - Vitol Group
- Mark Gibson, Senior Financial Adviser
- Anthony Stack, Director - Clarendon Distribution