Personal Wealth Manager

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 offshore and in the UK and advises clients in over 20 countries and 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

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:

  • Expats living in the UK
  • Advising British expats living, or planning to live abroad
    • Tax-efficient investing
    • Mitigating UK and local Inheritance Tax
    • Pensions
  • Returning to the UK – particularly for overseas business owners
  • Advising US connected families living in the UK
  • Onshore and Offshore Pension Structuring
  • Private Equity Investments
  • Remittance and Domicile

  • Personal Wealth & Tax

University: University of Nottingham, Mathematics
Year of qualification: 5 UK, 7 International
Key firms/companies: deVere Spain, Area Manager. The Arlo Group (now
AHR), Head of Global Advice. First Sentinel Wealth, Managing Director


There are several important changes this year. Some are likely to affect households. Here is a quick summary of the key points to look out for: 1. Classification of workers. It is essential to know whether your staff are genuinely self-employed or whether they are… [CLICK TO EXPAND]

MEUM Founder Partner Julie Taylor has been recognised in the Legal 500 as a Key Lawyer within her industry. Taylor is praised for “going absolutely above and beyond in trying every angle she can in the pursuit of her client’s case” View the full list… [CLICK TO EXPAND]

Founder Partner of MEUM Group Sofia Syed has been featured as Spear’s Top Recommended reputation lawyer in the new 2024 list. You can view the full list here [CLICK TO EXPAND]

We were delighted to be highlighted by Spear's Magazine in this recent article. Please do get in touch to find out more. [CLICK TO EXPAND]

Please click here to read the article about our recent London office launch in Wealth Briefing. [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:
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.