AUGUSTINE - Key Persons
Job Titles:
- Director
- Director for Both Augustine Financial Planning
Caroline is Director for both Augustine Financial Planning and Augustine Tax. An experienced financial operator, her responsibilities cover everything from strategic planning and CASS through to HR and IT. Her diverse role allows Caroline a unique overview of all aspects of the business, complemented by a client services role with key clients. A native Londoner, The City has always been close to Caroline's heart, and she loves working here. A seasoned yoga practitioner, Caroline says "Planning for the future is a big part of what we do but, I believe we should also make the most of the life we are living right now. This is easier to achieve with the support and understanding of others who share the same values and vision. I believe, for both our clients and our staff, we have that within the Augustine family."
David has been successfully advising clients on a range of tax issues for more than 30 years'. ATT (Association of Tax Technicians) qualified, David uses his long and deep experience to provide Augustine clients with tax compliance and consultancy advice, ensuring all regulatory requirements are met and minimising any exposure to tax. Colleagues describe David as being collaborative, extremely well organised with a deep level of expertise in tax affairs. He particularly enjoys working on complex tax issues. He takes great pride in providing excellent client service.
Job Titles:
- Tax and Accounting Director FCA and
Dipun has been a part of the Augustine family for more than 20 years. He has a wealth of experience and knowledge in dealing with the taxation affairs of high net worth individuals and businesses. He sees his day job as providing tax and accounting compliance and advisory services to Augustine clients, but the reality is it is much broader. Highly regarded by clients, Dipun is passionate about helping them with their tax affairs and looks for solutions that help mitigate tax where available. He is particularly excited by the close relationship between Augustine Tax and Augustine Financial and is convinced this collaboration delivers massive benefits at all levels for clients. Colleagues describe Dipun as meticulous in his work and in dealings with staff and clients, personable and extremely supportive.
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Hatty is a Chartered Financial Planner working with a range of individuals and families. Her approach is based on developing personal relationships with clients and with that an understanding of their personal objectives and goals, in order to prepare a financial plan to meet those needs
Job Titles:
- Tax and Accounts Associate
Joining us in 2019, Jake has nearly a decade in the sector. He enjoys working closely with clients, many of whom run their own small businesses, providing statutory accounts preparation, corporation and personal tax, and improving accounting systems. With Augustine Tax he also deals with HMRC on clients' behalf as a Tax Agent, dealing specifically with any Tax enquires and financial reports. Jake loves being part of a small team and getting stuck into all the various aspects of accounting that he believes he could not have gained elsewhere. "My career with Augustine has allowed me to develop new skills such as problem solving, creativity and client communication."
Job Titles:
- Director & Chartered Financial Planner
With a Level 4 Diploma in Regulated Financial Planning, currently working towards Level 6 - Chartered Status and as a law graduate, Linzi sits on the Augustine board as Client Relationship Director having worked her way through the business over the past 10 years. Linzi works primarily with High Net Worth and Ultra HNW individuals and families with complex financial planning and tax needs. Linzi has built a series of very close and trusted relationships with her clients based on a commitment to building a deep understanding of their unique circumstances, needs and life goals and says, "we're with them for the journey and aim to give them peace of mind along the way." With a passion for individual growth, Linzi now wants to pass her expertise and experience on to junior team members at Augustine. A people person first and foremost, Linzi says "I've seen first-hand how good financial advice and having a trusted, knowledgeable, professional person you can turn to in the worst of times can provide real support."
Job Titles:
- Chartered Financial Planner
A vastly experienced Chartered Financial Planner, Peter has the deep technical knowledge needed to manage his client's finances, goals and expectations. He works hard to ensure clients are comfortable, not only with his advice and recommendations but why, and how, it will help achieve their financial ambitions. Peter takes an unhurried, collaborative and patient approach in his dealing with clients and the wider Augustine team. If he were to have a motto to share with clients, it would be "act in haste repent at leisure". On a personal level Peter enjoys the mental challenge offered by legislative intricacies and helping clients navigate the complexities of tax and pension legislation.
Richard has been helping Augustine's clients realise their financial ambitions for 25 years. His vision for Augustine is simple and clear: support clients as they build, maintain, and enjoy their wealth. As MD of Augustine Financial and Augustine Tax, Richard's job is to make sure this happens. He is proud to have built a trusted team blending experience, expertise and youthful energy. Richard says, "We are privileged to be trusted by so many nice people for whom we can take great pride in doing a very professional job and we have a great team dedicated to delivering our services in a friendly and efficient manner."
Roberto has extensive experience in the financial sector. Qualified in business accounting, his breadth and depth of expertise makes him an invaluable member of the Augustine team. Roberto's wide ranging brief covers client support, accurately drafting and processing banking transactions, preparing client monthly and quarterly valuation reports as well as managing records for the many detailed client transactions the business generates. In addition, he provides key support for the business in cash management operations, financial books maintenance, CASS reconciliation and keeping up to date with the industry's ever changing procedures and regulations. Roberto appreciates the value of teamwork, both away from the office in his love for football and live music, and at work where his breadth and depth of expertise makes him ideal for his role supporting the Augustine team.