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Meet the team

Get to know more about our team!

Introduction
I left a senior management accounting role in British Steel Corporation in 1976 to explore the world of personal finance. In 1978 I was already assisting wealthy clients to establish personal trusts to place a portion of their personal wealth outside their personal (and taxable) estates, enabling them to have funds available which were both private and tax-segregated from their everyday affairs. In 1996, along with three colleagues, I led the establishment of WAY Group as clients advisers to members of the public in need of general investment and financial advice. One key area of advice, generally overlooked by most such advisers, related to estate planning and specifically the use of personal trusts to assist families in handling all aspects of inter-generational inheritance. In the following years this has become the main activity within the WAY Group.

I continue my mission to make clients aware of the incredible benefits of establishing personal trusts managed by highly professional, independent and caring trustees – as an essential part of their financial planning.

Professional Background
Before finding my long term career passion, I had obtained an Engineering Degree from Cardiff University, followed by 3 years articles with Touche Ross, Chartered Accountants. I then spent some years at British Steel where I progressed from management accountant in Tubes Division in Corby, to a senior management role in Head Office.

Personal Touch
I was a teenager in the 1960’s and so became an avid music fan, following Bob Dylan, Van Morrison, the Rolling Stones, Leonard Cohen and very many more. My other interests include writing (very amateur) poetry, crafts of some variety, travel and, of course, family – having been married for 50+ years with 3 generations of offspring to enjoy.

Introduction
I began my journey with WAY in 2006, stepping into the world of Financial Services working alongside our Founder and Chairman, Paul Wilcox supporting the development of new business within the advisory marketplace with our innovative approach to estate planning.

Over the years, my career in the industry has taken me through a diverse array of roles, largely centred around wealth preservation. In 2022, I returned to WAY with pride, assuming the helm to steer our team forward into a new era. With over two decades of excellence under our belt, we stand poised to continue our legacy as the guardians of family wealth preservation.

Today, we find ourselves amidst a historic wealth transition between generations. Armed with over 25 years of proven innovation and expertise, I am confident in our pivotal role as a Trusted partner. We are here to guide families through this significant journey, ensuring the best outcomes for all involved.

Professional Background
With nearly two decades of experience in the financial services industry, I’ve traversed both sides of the advice process. From my tenure with specialist service providers, facilitating tailored solutions for financial intermediaries and their clients, to my role as a financial adviser, assisting high-net-worth individuals with an array of needs.

This dual perspective has afforded me valuable insights with an understanding of the enduring aspirations of affluent individuals striving to safeguard their futures and that of their loved ones. As a former financial adviser, intimately acquainted with the demands of meeting these objectives, I recognise the pivotal role service providers play in supporting this endeavour.

Personal Touch
I live in Kent and split my time between our office in Tunbridge Wells and our head office in Dorset. I am a father to 2 children so weekends are busy and often spent on the sidelines of a football pitch, I’m not sure who enjoys it more, me or my son! Public Service is important to me and I have been involved with various voluntary projects but currently I hold a position as a School Governor. My ideal day would include some sun, time in the garden and a walk with my wife and the dogs. Not very rock and roll!

Introduction
At the head of the trust department, my primary focus is on overseeing trust management to enhance intergenerational legacies. I embarked on my journey with WAY as a trainee in September 2021, steadily progressing to the role of Trust Manager by September 2022. The culmination of my efforts led to a significant milestone in June 2023 when I was appointed as the Director of Trusts on WAY Trustees’ board.

What truly drives me is the joy derived from working with families. I take pride in orchestrating seamless trust administration and am constantly engaged in envisioning innovative strategies that will shape the future of wealth preservation. My overarching goal is to ensure the smooth intergenerational transition of wealth, in the often complex family dynamics and ever-changing financial landscape.

Professional Background
I embarked on my journey with WAY on a post-graduate programme having left university with a law degree, and have subsequently progressed to the role of Trust Manager. The culmination of my efforts led to a significant milestone in June 2023 when I was appointed as the Director of Trusts on WAY Trustees’ board.

Personal Touch
Beyond my professional life, I live an active and vibrant lifestyle. Engaging in personal fitness routines, spending leisurely hours on the golf course, and fostering meaningful social connections are my favourite activities. When it’s time to unwind, I find solace in podcasts and books.

Introduction
I am a management accountant with over two decades of experience in the finance sector. I provide crucial financial insights and advice to the board of directors, fostering a seamless information flow across all business sectors. Prior to joining WAY Group, I worked for auditors, City Hall, and an estate management company, where I successfully led teams and managed diverse projects.

I thrive in collaborative environments with ambitious individuals. The WAY team is dedicated to delivering exceptional service, assisting customers in preserving family wealth for future generations. I eagerly anticipate the growth of our team and the provision of not only substantial IHT savings but also invaluable support for those safeguarding their assets amidst dynamic family changes.

Professional Background
Throughout my career, I have crafted comprehensive accounting policies and reporting structures for businesses and EU-funded projects, emphasizing streamlined data extraction and error reduction. My commitment to process improvement has driven the creation and implementation of efficient processes and procedures.

Personal Touch
Outside of work, I enjoy gardening, tending to houseplants, and organizing plant swap/sales events in my community. During leisure moments, I indulge in literature, cinema, life drawing, and watercolour painting. Currently, I am focused on the personal challenge of giving myself a timeframe to learn 1000 new Italian words!

Introduction

I joined WAY in November 2017 and I provide comprehensive technical support to Financial Advisers, Accountants, and Private Clients, offering practical insights into the intricate nuances of Inheritance Tax Legislation. My primary focus revolves around preserving wealth and facilitating intergenerational tax planning, specifically on the strategic use of Trusts.

The present moment heralds an unprecedented opportunity for the adviser community to actively participate in and guide clients through the crucial realm of Estate Planning. With an astounding amounts of assets set to transition across generations in the next 30 years, there is much work to do to safeguard wealth across the generations.

Professional Background

With a career in Financial Services since 1993, I bring a wealth of expertise as a Level 4 qualified professional and proud member of STEP. Throughout my journey, I have navigated diverse roles in Technical, Training, Advising, and Compliance, and draw on this broad skill set in my current position.

Among the highlights of my career, in 2013 I was awarded the ‘Estate Planning Achievement of Excellence’ for my work advising clients on Estate Planning.

My passion for the subject matter is evident not only in my accomplishments but also in my active participation presenting / speaking at events and written articles for industry publications.

Personal Touch
Possessing an inherent competitive spirit, I take pride in my achievements as a representative of Wales in two sports. A pinnacle moment in my sporting journey occurred in 2023 when I earned Welsh honours for Clay Pigeon Shooting (English Sporting).

Introduction
I have a long history at WAY, having joined in May 2003. I specialise in helping Financial Intermediaries to protect and preserve the ‘family wealth’ of their clients intergenerationally, via a range of flexible reversionary Trusts, whilst saving them Inheritance Tax (IHT). I look forward to helping WAY continue to build business and help families to achieve their long term goals and aspirations.

Professional Background
I have over 35 years’ experience in financial services and am level 4 Diploma qualified. I have extensive knowledge of Inheritance Tax mitigation planning, having been immersed in such planning since 2003. During that time I have played an integral role in many of the Trusts we still look after today – many after the demise of the person who set them up due to the flexibility of the WAY Inheritor Trusts.

I used my extensive knowledge in this area to the Office of Tax Simplification to provide suggestions to their Inheritance Tax Simplification Report in 2018. After meeting those involved I am proud to say several of my suggestions were included in their Final Report.

Personal Touch
Outside of work, I’m a Level 1 FA-qualified football coach. I’ve coached and managed junior teams that my daughter and son played for, and I now coach an adult ladies football team.

I was involved with Middlewich & District Round Table for c. 20 years, organising and being involved in a lot of local charity events. I’m now a member of Middlewich 41 Club (the organisation you can go into when you ‘retire’ from Round Table at the age of 40)
I watch live football regularly (I’m a Liverpool fan) and I frequently attend live music and comedy gigs too.
I enjoy travelling to different countries and experiencing different cultures (and better weather than the U.K.!)

Introduction

My role is to support the Business Development Team and the company in numerous ways, from generating and supporting new business, organising events and seminars to running WAY’s social media.

My background has predominantly been working within the customer service industry, supporting large campaigns and training and upskilling of the workforce.

I am looking forward to continuing to support everyone at WAY and watching how it flourishes, I believe what we have a unique offering with lot to offer families protecting their wealth for future generations.

Professional Background
With a diverse background in various sectors, my focus has centred on customer service and training. Throughout my journey, I’ve played pivotal roles in nurturing businesses, crafting campaigns, and enhancing employee skill sets. I’ve spearheaded initiatives in new business setups, developed robust training programs, and ensured top-notch customer service delivery through managerial responsibilities. Committed to exceptional service and continuous learning, I’m dedicated to contributing meaningfully to the success and growth of our organization.

Personal Touch
Outside of work I live a typical Dorset country life, on a farm in the middle of nowhere with my partner and my crazy but lovely Labrador Monroe. In my spare time I enjoy doing DIY, Baking, Crocheting and Yoga or during the summer months you will find me at beach!

Introduction
I joined WAY Trustees Ltd in September 2022 and support the Management of the team tasked to operate the Trusts on a daily basis. I look forward to contributing to the company’s growth and success as we collectively move forward into the future towards helping our clients.

Professional Background
A robust background and commitment to excellence. Since graduating with a Law Degree in 2010, my professional journey has been varied, with a focus on Office Management within the dynamic landscape of London’s law firms. in 2020 I embraced a new chapter by relocating to Bournemouth with a shift towards the financial services sector.

Personal Touch
Beyond the professional realm, I find joy in the strategic camaraderie of Airsoft, a sport that resonates with my appreciation for teamwork. My interests extend to model making and attending airshows throughout the UK.

Introduction
I joined the company in August 2022. I focus on complex Trust matters including the process of winding up Trusts and the distribution of assets to beneficiaries. My background is in tax so therefore my skills are suited to doing the Trust tax returns too, as well as Trust Registration.

Ultimately, the goal is to provide an exceptional service to clients and ensure their investments into Trust are professionally serviced, are tax efficient and their legacies passed onto their families.

Professional Background
I have a career spanning more than 40 years and have worked for various large financial institutions, as well as the Civil Service and Local Government. Accounting, investment products and tax have been the areas I have most excelled. I enjoy the planning and tax aspects of the Inheritor Trusts products we offer. Interactions with clients, Advisers and other professionals make the role varied and interesting.
Qualifications include BTEC Business Studies, ATT, AAT and most recently the STEP Certificate for Financial Services, Trusts and Estate Planning.

Personal Touch
I enjoy live music gigs, visiting historic places of interest and travelling. I can speak Spanish quite well which means Latin American countries are favourite travel destinations. I have started to learn guitar which is challenging and fun.

Introduction
I joined WAY in 2022, overseeing the annual review process of our Trusts, providing valuations and assessments of tax, meeting strict reporting deadlines. My focus in our book of Professional Trustee clients on our reversionary Trust book of business, ensuring the smooth operation of the annual review process and liaising regularly with our clients and their respective financial advisers regarding any queries they may have.

My ambition is to play an even more substantial role in advising clients across the entire spectrum of the Trust management process, contributing to their financial success and security.

Professional Background
I have 15 years of banking experience through two major worldwide institutions. I am degree educated and have obtained the CII Level 3 Certificate in Mortgage Advice.

Personal Touch
Outside of work, I enjoy participating in and watching a variety of sports, mainly golf, cycling and football.

Introduction

I am committed to the seamless operation of Trust Administration, my central responsibility revolves around meticulously ensuring our reversionary process runs smoothly and the intentions of the families we look after, are met.

Looking ahead, my enthusiasm is geared toward the continuous enhancement of WAY’s administrative processes. I am determined to contribute to the ongoing evolution of our practices, aiming to elevate the quality of service extended to our Trusts and clients.

Professional Background

Throughout my tenure at WAY, I have actively refined my extensive administrative skills, drawing from over 12 years of professional experience. With a keen eye on efficiency, I aspire to play a pivotal role in ensuring that our administrative services align seamlessly with the evolving needs of our Trusts and clients, providing them with an all-encompassing and exceptional experience.

Personal Touch
Outside the professional realm, I find joy in activities such as Pilates, baking, and leisurely strolls with my family, often accompanied by our cherished cockapoo.