Meet the team

Preston

Employee Benefit Team
Wealth Management Team
Business Development Team
  • Chris Hugo
    Craig Hugo
    Employee Benefits Consultant
    Employee Benefits
  • Nick Howarth
    Nick Howarth
    Employee Benefits Consultant
    eb
  • Stuart Mather
    Stuart Mather
    Wealth Management Consultant
    Wealth Management
  • Kerry Houghton
    Kerry Houghton
    Business Development Manager
    bd
  • Keith Pressler
    Keith Pressler
    Wealth Management Consultant
    Wealth Management
  • Jason Street
    Jason Street
    Wealth Management Consultant
    Wealth Management
  • James Thompson
    James Thompson
    Wealth Management Consultant
    Wealth Management
  • James McIntyre
    James McIntyre
    Wealth Management Consultant
    Wealth Management
  • Glynn Bartley
    Glynn Bartley
    Wealth Management Consultant
    Wealth Management
Craig Hugo
Craig Hugo

LinkedIn

Employee Benefits Consultant

Craig joined Taylor Patterson as a member of the Employee Benefits Team in September 2013. Craig has over 30 years’ experience in financial services, having spent most of his career as an account manager for Standard Life for 23 years.

Craig’s responsibilities include advising corporate clients in relation to pension provision and ancillary employee benefits. Specialising in Employee Benefits, Pensions, Workplace Pensions and Auto Enrolment he also holds the CII/FS Advanced Diploma Qualification.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Chris Bardin
Chris Bardin

Director

Chris joined Taylor Patterson as Director in April 2011 and is responsible for the company’s Strategic and Business Planning and the day to day management of the Financial Planning business. Previously, Chris was the North West regional Director for financial planning and Director of Wealth at RSM Tenon, and ran their discretionary management business.

Chris plays a key role on the Taylor Patterson Investment Committee, which formulates investment strategy and risk management for the Taylor Patterson investment management services.

Chris is a qualified Chartered Accountant and also a Chartered Financial Planner and is a member of the Institute of Chartered Accountants and the Chartered Financial Analyst Institute.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Nick Howarth
Nick Howarth

LinkedIn

Employee Benefits Consultant

Nick joined Taylor Patterson in January 2011, having graduated from Lancaster University with a degree in Business Studies.

Nick has an in-depth knowledge of auto enrolment, and has established a clear structure and support network for clients going through the auto enrolment process. Nick’s success in this area was recognised by Lancashire Business View when he was presented with the Young’Un in Finance Award in 2015.

Having experience in both wealth management and employee benefits, Nick’s role includes providing advice to corporate and personal clients on their pension arrangements, in conjunction with wider employee benefits support. He also assists individuals and business owners with retirement planning, investments, and protection.

Nick has recently qualified as a Chartered Financial Planner and is working towards achieving his fellowship.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Stuart Mather
Stuart Mather

LinkedIn

Wealth Management Consultant

Stuart began his career in financial services in 1987 with a large high-street bank, where he then joined RSM Tenon in October 1996. Stuart was responsible for advising a large client portfolio of high-net-worth individuals and SMEs.

In January 2013, Stuart joined Taylor Patterson and became responsible for financial planning strategies for high-net-worth individuals. Stuart works closely with the advisory directors to manage a large client base across the UK. Stuart offers specialist advice that includes tax planning, risk profiling, retirement planning, strategic financial planning, and family protection.

Stuart is a Chartered Financial Planner and has achieved Fellowship status.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Stephen Jackson
Stephen Jackson

LinkedIn

Wealth Management Consultant

Steve has over 25 years’ experience in financial services having spent the early part of his career as a company representative for Friends Provident. Steve joined Taylor Patterson’s Financial Planning Team in January 2004.

Steve is responsible for advising a large client portfolio of individuals and SMEs. Steve is responsible for retirement planning, investments, and protection for individuals and businesses.

Steve has completed the Diploma for Financial Advisers and is currently working towards achieving Chartered status.

Find out more at www.taypat.co.uk

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
fleurdelis

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Kerry Houghton
Kerry Houghton

LinkedIn

Business Development Manager

Kerry is responsible for the development and the promotion of the existing SIPP and SSAS department. As always at Taylor Patterson, existing clients are at the heart of the company and so Kerry spends a lot of time in trustee meetings, helping unravel pension mysteries for clients.

Kerry attained her ACII in 1992 and continued with her studies, which resulted in her being on the first roll of those awarded with the Chartered Financial Planner status. Although Kerry holds this prestigious qualification, her role is purely technical versus advisory.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Keith Pressler
Keith Pressler

LinkedIn

Senior Consultant

Keith joined Taylor Patterson in April 2000 having previously gained 10 years’ experience within the banking and finance industry at The Royal Bank of Scotland.

Keith is responsible for financial planning strategies for high-net-worth individuals. With a large client portfolio across the UK, Keith has been advising his clients for many years on areas such as, tax planning, risk profiling, retirement planning, strategic financial planning, and family protection.

Keith works closely with Gillian to develop and promote Taylor Patterson’s financial planning services to clients and professional intermediaries.

Keith is a Chartered Financial Planner and Fellow of the Personal Finance Society.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Jason Street
Jason Street

LinkedIn

Wealth Management Consultant

Jason began his career in financial services when he joined RSM Tenon in July 1995 where he was responsible for advising a large client portfolio and held the position of Director of Financial Planning.

In April 2011, Jason joined Taylor Patterson and became responsible for financial planning strategies for high-net-worth individuals. Jason works closely with James and Keith to manage a large client base across the UK, offering specialist advice that includes tax planning, risk profiling, retirement planning, strategic financial planning and family protection.

Jason as a Chartered Financial Planner also has a key role on the Taylor Patterson Investment Committee, which formulates investment strategy and risk management for the Taylor Patterson investment management services.


About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
James Thompson
James Thompson

LinkedIn

Wealth Management Consultant

James began his career in financial services when he joined Taylor Patterson in July 2004 as a trainee following his study at Leeds Metropolitan University. After following the Taylor Patterson Graduate training program, James gained more experience and in 2006, became responsible for financial planning strategies for high-net-worth individuals.

James has a wide client base stretching across the UK, and offers specialist advice covering areas such as tax planning, risk profiling, retirement planning, strategic financial planning, and family protection.

In 2008, James started to play a key role on the Taylor Patterson Investment Committee, which formulates investment strategy and risk management for the Taylor Patterson investment management services. James is a Chartered Financial Planner and Fellow of the Personal Finance Society, and also holds the Investment Management Certificate (IMC) qualification.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
James McIntyre
James McIntyre

LinkedIn

Wealth Management Consultant

James began his financial services career in March 2006, where he joined Nationwide Building Society as a financial adviser following his study at Keele University.

In April 2010, James joined RSM Tenon where he was responsible for managing a mid-tier client base specialising in retirement planning, with particular emphasis in annuities, where he headed up their annuity team.

In April 2012, James joined Taylor Patterson where he is responsible for retirement planning, annuities, and protection. James has recently qualified as a Chartered Financial Planner.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Glynn Bartley
Glynn Bartley

LinkedIn

Wealth Management Consultant

Glynn has considerable years’ experience in working in the financial services industry. Glynn started his career working for a firm of chartered accountants and joined Taylor Patterson in September 1984 to manage the implementation of strategy and day to day running of the Financial Planning business.

Glynn has a wide client base stretching across the UK, and offers specialist advice covering areas such as; tax planning, risk profiling, retirement planning, strategic financial planning and family protection. 

Glynn also has a key role on the Taylor Patterson Investment Committee, which formulates investment strategy and risk management for the Taylor Patterson investment management services. Glynn is a Chartered Financial Planner and Fellow of the Personal Finance Society.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Gillian Bardin
Gillian Bardin

LinkedIn

Director

Gillian joined Taylor Patterson in 2000 and was appointed a director in 2003 and became the Managing Director in August 2006 after playing a key role in the management buyout in the same year.

Training and development have been key to Gillian’s role in the business and she has introduced graduate and apprenticeship programs within the business.

Whilst working on the LEAD program in 2011, Gillian introduced Taylor Patterson’s first senior management program, which resulted in the successful appointment of four new directors in 2012. Gillian has played a key role in the succession planning for Taylor Patterson and led this team in the management buyout in 2012.

Gillian is now responsible for the future strategy, growth and development of Taylor Patterson. She specialises in developing business strategy, business management, new business opportunities and ensuring compliance with the regulator.

Gillian is a qualified Chartered Accountant and is a Fellow of the Institute of Chartered Accountants.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.