Toby is a UK and EU qualified financial adviser with 10 years’ experience
advising High-Net-Worth families on complex wealth management.
Toby has lived and worked both offshore and in the UK, advising clients in over 20 countries; through experience and qualifications he has expertise that others quite simply don’t have.
Having worked in senior roles at larger firms, he has taken the positives
and removed the negatives. Toby is passionate about independent
advice, saying it “allows us to source the best-in-class investments,
structures and opportunities for clients. The advice we give is based
entirely on the merits of the institutions we work with. Clients like
that.”
Toby specialises in complex advice and as well as having all the tools of
a UK Wealth Manager, is an expert in, but not limited to:
Education:
University of Nottingham, Mathematics
Year of qualification: 6 UK, 8 International
Key firms/companies:
deVere Spain, Area Manager
The Arlo Group (now Titan Wealth), Head of Global Advice
First Sentinel Wealth, Managing Director
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By making a Lasting Power of Attorney, you choose someone you trust to make decisions for you if you are not able to do so yourself. There are two types of LPA in the UK: one for property and financial affairs and one for health… [CLICK TO EXPAND]
In a recent high-profile planning decision, a Planning Inspector ordered the demolition of an unauthorised and “disproportionately large” sub-basement constructed beneath a Grade II listed townhouse in central London. The case highlights the critical importance of obtaining proper listed building consent before undertaking any works… [CLICK TO EXPAND]
Making a Will ensures your assets are distributed in the way you intend after your death, with people you have chosen dealing with your estate and looking after your children. Without a Will, the law controls all these things and that may not be in… [CLICK TO EXPAND]
For high-net-worth individuals, home is far more than just a place to live—it is a sanctuary of refinement, comfort, and impeccable design. In this world of extraordinary success, the home serves as a reflection of a lifestyle that is both sophisticated and effortless. But, as… [CLICK TO EXPAND]
We have a diverse and much coveted client base who expect exceptional service from like-minded trusted advisers. We look for commercial individuals who are highly experienced and skilled in their area of specialism, who have received recognition for their services and who are used to working with integrity for UHNW clients in a collaborative and practical manner.
Our Values:
Integrity
Trust
Equity
Transparency
Diversity & Inclusion
If you are an experienced trusted adviser for UHNW clients, you share our Values and you are passionate about delivering exceptional client experience and working with like-minded trusted advisers and clients, we would like to hear from you.
In return, instead of a dotted line to people you refer work to, you can look forward to playing a part in an environment where those relationships are equitable, transparent and commercial.In addition, you can enjoy plenty of opportunities to cross-fertilise your networks and help your clients by having direct access to other top class trusted advisers in your industry.
