POCOCK RUTHERFORD & COMPANY LIMITED - Key Persons
Job Titles:
- Associate Financial Planner
Job Titles:
- Director
- Financial Adviser
David has worked within the Financial Services industry for over 40 years, with an array of knowledge and experience. He was the founding member of Pocock Rutherford & Company and leads and drives the business forward and has seen it go from strength to strength over the years.
David has experience in all core advice areas, with specialism in Investments, Inheritance Tax Planning, and Pensions. He holds the Diploma in Financial Planning with The Chartered Insurance Institute. David prides himself on having built solid and trusted relationships by providing high-quality advice and service to protect his clients' wealth and help them achieve their objectives - both financial and personal.
Gerhard Reisepatt is a Financial Adviser, qualified and advising on a broad range of financial planning areas and holds a licence in the specialist field of Equity Release.
Working with clients since 2008, he aims to create forward thinking yet realistic financial plans. He enjoys working with a wide range of clients with diverse financial backgrounds and his philosophy is to treat his clients with respect, firmly believing that all clients should be treated in equal measure. He advises with honesty and integrity, striving to keep his clients' financial interests at the heart of everything.
"Financial planning can be as complex or simple as you make it," Gerhard says. "My job is to put a plan in place with the aim of achieving client objectives and ultimately resulting in the client's financial security. The financial interests of my clients are at the heart of my planning, regardless of their financial circumstances when they come to me".
Gerhard declares family as the most important aspect of his life, although, he does admit to an unhealthy obsession with music and maintains an extensive music collection. And there's the small factor of his interest in the legendary Tottenham Hotspur Football Club, which he's more than willing to discuss further with anyone that's willing to listen!
Job Titles:
- Associate Financial Planner
Jal joined Pocock Rutherford & Co Ltd in 2015 in a support function and has progressed up the professional ladder to become a successful Financial Planner. Jal has worked in the Financial Services industry for over two decades and has a post graduate degree in Economics and holds a Level 4 Diploma in Regulated Financial Planning and is currently working towards her Chartered Status.
Possessing a combination of good interpersonal skills, technical knowledge, and ethical principles to guide her clients towards achieving their short-term and long-term financial objectives. Jal is known to break down complex financial jargon and ideas into clear, digestible explanations thereby empowering her clients to grasp and make informed decisions about their financial matters.
Jal continues to build a loyal client base through trust, transparency, and a commitment to delivering tangible financial results. Jal provides holistic financial planning advise to include Life/Business protection, investments, pensions, pre & post-retirement planning & inheritance tax planning.
Jal is married and a mother to two aspiring young men. Enjoys yoga & a fitness enthusiast, trains three days a week and a firm believer of sound mind sound body. Jal is also a trained Indian Classical Dancer and enjoys practising this art form periodically.
Jal says "I provide objective based financial planning advise in the best interest of my clients with the highest ethical and professional standards. This has reinforced my reputation as a trustworthy and reliable professional amongst my clients and peers which is of utmost value to me".
Job Titles:
- Mortgage & Protection Adviser
Job Titles:
- Pension Transfer Specialist
Neill Shaw has been in the financial industry since 2006 and is a member of The London Institute of Banking & Finance. He is the Pension Transfer Specialist at Pocock Rutherford & Company. Highly skilled in advising clients on financial matters, Neill holds the DipFA, CeLTCI and AF3 qualifications and is a member of the Personal Finance Society.
Neill predominantly advises clients on Pensions and Investments. He guides his clientele to understand pensions complexities, specifically whether the benefits of retaining a final salary scheme with its guarantees outweigh the flexibility and other advantages of alternative options. In addition, Neill advises on how careful planning minimises the inheritance tax liability and protects against risks of long-term care funding.
Neill provides reassurance by facilitating clients how to best afford to retire comfortably. He takes into account their personal circumstances to build something unique for them.
"My role is to provide high quality investment advice to clients who want to grow their wealth, or who require it to provide an income. I work hard to know my clients so that I understand their financial goals and risk tolerance. Thereby, I have the best chance of delivering a first-rate advisory service. I enjoy seeing how my advice has placed my clients in a stronger financial position over time."
Neill loves to travel and regularly visits relatives in France. Happily married to Estelle, they have three children. Weekends see Neill coaching Tag rugby for 40 children, including his own.