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Meet our South West financial planners 

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

Andrew Hawkins

DipPFS

Andrew has worked in financial services for over 15 years and has experience in all areas of planning for high net worth individuals, including hospital consultants, GPs and surgeons, with particular expertise in pensions, investments and inheritance tax. This has often involved complex solutions, working closely with solicitors and accountants to ensure quality advice for his clients. Andrew likes to engage with his clients on a regular basis in order to build and maintain long-term relationships built on trust and integrity in order to give the best advice possible.

 

Adrian Davey

Adrian Davey

Cert CII DipPFS

Adrian is one of our most experienced advisers with over 25 years in the industry. He prides himself on a holistic financial approach dealing with pensions, investments and inheritance tax planning and on delivering a bespoke service to each and every client. Dealing with higher net worth clients all his career, including doctors and dentists for many years, has meant that he is used to dealing with other professionals such as accountants, solicitors and in particular stockbrokers on a daily basis. He believes service, good communication and regular reviews are the key to his success, ensuring that meaningful financial relationships are formed over a long period.

Carrie Payne

Carrie Payne

DipPFS

With some 20 years of experience in the financial services sector providing advice to private clients, Carrie has a wealth of experience to draw on and recognises that being there for her clients helps build strong client relationships. In addition to providing holistic solutions for client needs embracing wealth accumulation, achieving financial independence from the need to work and passing wealth down the generations, she has developed expertise in the complex field of divorce work.

Jonathan Sampson

Jonathan Sampson

DipPFS

Jonathan started as a financial adviser in 1997 and has experience working directly for insurance companies but has worked predominantly as an IFA. He specialises in investment, pension and retirement solutions and is committed to providing the highest level of service. Jonathan prides himself on giving a fully holistic financial planning service providing long term solutions allowing clients to reach their financial objectives.

Max Cornish

Max Cornish

APFS Chartered Financial Planner

Max has been advising clients for over 20 years, with specific experience in the estate planning, retirement and investment arenas. He is passionate about good service and appreciates that every client has their own individual requirements. It is important to him, therefore, to find tailored and lasting solutions for his clients based on a sound knowledge of their circumstances and objectives. Allied to this, he has an extensive technical background which is becoming increasingly important in this ever-evolving industry.

Rob Quaintance

Rob Quaintance

ACIB DipPFS

Rob has over 25 years of financial services experience, working closely with both individual and corporate clients. Working closely with accountants and solicitors in the area, his main focus is investment, pension and estate planning. Rob believes that truly understanding his clients is key to a successful working relationship.