Our people are critical to our ability to deliver a first-class, personal and effective Wealth Management service. By working closely together, we can draw on our varied skills and knowledge to treat each portfolio individually and meet the unique needs of every client.
Find out more about our team of experts below.
Director
With over 25 years experience in financial services, B.D. has been trusted by over 2,000 families to manage their financial futures and goals. Managing peace of mind more than just portfolios.
Financial Adviser
With 5 years industry experience, Dan is a part of our excellent advice team, instructing the implementation of financial planning and continuing assessment of client’s investments.
Director
Steve is a highly experienced FTSE 100 Director who successfully built his original business from scratch which peaked at £500 million Assets Under Management.
Director
With 25 years’ experience Tim is a member of our excellent advice team playing a key part in delivering a brilliant service to our clients.
Director of Operations
Michelle oversees our relationships with compliance platform and systems partners. All of our back office support systems, team development and marketing also fall under her remit.
Client Services Associate
Sarah has over 30 years of experience in the financial services industry including various roles such as banking, mortgages, and administrative support.
Client Account Executive
Samantha has over 17 years of customer service experience from various roles in retail and administrative support.
Client Account Executive
Katy possesses more than 6 years of experience in the Real Estate industry and has consistently upheld a commitment to delivering exceptional customer experiences throughout her professional journey.
Financial Administrator
Niamh possesses more than six years of customer service expertise across different industries, encompassing retail and dentistry.
Client Services
Our client services team has been built with a team which includes Rosella, Josh and Shane plus many others who are called upon when demand is high.
Want to join our team?
We’re always on the lookout for friendly, talented and dedicated people eager to meet the unique needs of every client. If you’re interested in joining the Temple Row family, visit our careers area.