Partner
Jonathan has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including UK, USA, Australia, and Europe). He is a Chartered Financial Planner, holds the Level 6 Pension Transfer Qualification, and is suitably qualified to advise in the UK, USA, Australia, and Europe…
Financial Adviser
Jonathan has worked in the financial services industry since 2003. Since starting in the industry Jonathan has worked for leading financial institutions including Citigroup, Lloyds Banking Group, Nationwide Building Society and True Potential Wealth Management. Jonathan continues to run his own UK financial planning firm Future Start Independent Financial…
Financial Adviser
Luke is an experienced and qualified financial adviser with years of experience advising across multiple jurisdictions. He holds the Level 6 Pension Transfer Qualification and accreditations to provide financial advice in the UK and the US. He holds UK qualifications from the Chartered Insurance Institute (CII)…
Mortgage Director
Maria is a CeMap qualified mortgage broker, with over +15 years of comprehensive experience in mortgage brokerage, real estate, business development and client service across the UK, European and UAE markets. Maria graduated from what is considered to be one of the best business schools in CIS…
Managing Partner
Matt Dean has been in the finance industry for over 11 years. He has predominately been in the Forex sector, where he ran trading floors and established various FX companies over the years. He is a qualified UK financial advisor specialising in pension transfers and UK based Investment products…
Financial adviser
Michael has completed both his RE1 (Key Individual) and RE5 (Representatives) regulatory exams in South Africa, and has obtained his U.K. Level 4 Investment Advice Diploma, as well as his U.K. Level 6 Certificate in Pension Transfers & Planning Advice, through the Chartered Institute for Securities and Investments…
Financial Adviser
Paul has over 15 years of experience working in Financial Services. 9 years of which have been spent working overseas in Singapore and now based in UAE for the last 18 months working with Hoxton Capital. UK and USA Qualified. Now focused on retirement planning and in particular US and UK pension plans. Paul also is a strong advocate…
Compliance Director
Paul Tate started his financial services career in 2011 at Standard Banks subsidiary Liberty Life as a financial advisor, having completed degrees in Investment Management and Financial Management Honours. Paul has been in the international financial services market since 2015, starting as a senior associate and moving…
Financial Adviser
Stuart started his financial career as a fixed income trader. After 25 years working for some of the worlds largest financial institutions and having spent several of those years overseas he joined a private client advisory group in Switzerland specialising in investment management…