THROGMORTON PRIVATE CAPITAL - Key Persons
Qualifications
Baljeet holds the Diploma in Financial Planning from the Chartered Insurance of Institute.
Experience
Baljeet has worked in financial services since 1987, previously working in banking. Baljeet joined the Throgmorton team in 2012.
Barry has worked in the financial services industry for over 40 years. In his early career he worked as an Area Manager for the Nationwide. Barry joined the Throgmorton Team in 2010.
Barry is the Mortgage Specialist at Throgmorton. He helps clients on the journey from buying their first home to potentially releasing equity in their later life. Barry also advises on protection and buildings and contents insurance. Barry has worked with most of his clients and their families for many years; he is aware of how important it is to have long standing client relationships.
Barry is married with three grown up children. He likes to play squash two or three times per week and is a regular supporter of Gillingham Football Club. He also enjoys travelling and socialising.
David started his career as a financial adviser after graduating from the University of Canterbury. Initially, he worked at a firm of chartered accountants in an analytic capacity prior to qualifying as an independent financial adviser in 2002. David worked for the Capita Trust Company and a City of London IFA practice for a number of years before joining the Throgmorton Team.
David provides holistic financial planning and specialises in tax efficient investment portfolio management, inheritance tax mitigation and pre- and post-retirement pension strategies. His ability to explain complex concepts in simple terms promotes a clear understanding of his recommendations for clients. Over the years, David has built numerous long-term working relationships with clients based upon trust, professionalism, a high level of service and his willingness to go the extra mile.
David is married and outside of work enjoys playing football, music and in particular playing guitar with local bands. He also enjoys socialising with friends and family.
Job Titles:
- Financial Adviser
- Regional Director
Qualifications
Elliot holds the Diploma in Financial Planning from the Chartered Institute of Insurance.
Experience
Elliot has been a financial adviser since 2005, previously working for HSBC before joining the Throgmorton Team as an IFA.
Qualifications
Mark holds the Advanced Financial Planning Certificate from the Chartered Insurance Institute and a specialist qualification in tax & legal aspects of business. He is currently working towards Chartered Adviser status, having completed the AF5 exam in financial planning. Mark graduated from the University of London where he obtained an Honours Degree in History.
Experience
Mark joined the financial services industry in 1991 and has been an independent financial adviser since 1996. He worked for many years as an IFA in the City of London before joining the Throgmorton Team.
As Managing Director, Matthew supervises the day to day operations of the Company, provides oversight to the Compliance Department and is a member of the Investment Committee.
Job Titles:
- APFS Cert CII ( FS ) Chartered Financial Planner / Regional Director
Job Titles:
- Administration Director
- Finance
Qualifications
Patricia attended London University where she gained a Bachelor of Arts Degree with Honours.
Experience
Since graduating, Patricia has worked in finance and administration. She joined the financial services industry in 1996, where she worked within the administration function of a large national independent advice firm. Patricia is a founding director of Throgmorton.
Qualifications
Richard holds the Diploma in Financial Planning from the Chartered Insurance Institute. He also has an Honours Degree in Physics.
Experience
Richard has been a financial adviser since 1990. He was a founder member of the Throgmorton team, joining the Company at its inception in 2002.
Simon became a financial adviser in 2006 and has worked for a number of well-known institutions including the Nationwide Building Society and NatWest Bank. He gained considerable experience of private client wealth management at the Prudential before becoming an independent financial adviser when he joined the Throgmorton team.
Qualifications
Stephen holds the Diploma in Financial Planning from the Chartered Insurance Institute.
Experience
Stephen has worked in the financial services sector for more than twenty years, with a broad range of clients from diverse backgrounds and of different ages. He previously worked for a FTSE-100 wealth manager and prides himself on providing high quality financial advice on all aspects of Wealth Management.