WILLIAM HIGHBOURNE WEALTH MANAGEMENT LIMITED - Key Persons
Adam joined William Highbourne in 2021 to add some much-needed youth to our Wealth Manager team. He is a family man with two young children, but that has not stopped him passing Advanced Financial Planning qualifications with Merit. In 2023 he was recognised by the Exeter & North Devon Personal Finance Society as Young Professional of the Year, and by Citywire as one of the Top 35 Under 35 Next Generation Advisors in the UK.
Anna came to East Devon with her young family via a spell in Buckinghamshire, having worked as a financial adviser for Lloyds TSB for 20 years - she joined William Highbourne in 2013. She spends time promoting financial awareness for women through education and business networks.
Caroline has been in financial services administration for over 30 years and joined William Highbourne in 2020, providing support to the wealth management team in Exmouth. Caroline's children are grown up, which allows her to make the most of living on the coast in Exmouth and enjoying adventures to Cornwall.
Clare has 20 years of experience in banking and management - she joined the William Highbourne team in 2020 and manages the firm's accounts and payroll. Clare and Simon have three sports-mad boys, but she still finds the time to be involved with the Exmouth community, organising fundraising events.
Jed joined William Highbourne Product Research Team in the summer of 2022 as part of our apprenticeship program in conjunction with Fitch Learning and the Chartered Institute of Securities and Investments (CISI). Jed has backpacked along the coast of Costa Rica and Mexico and now enjoys playing basketball National League basketball for Exeter Spartans.
Matthew joined our Cheltenham team working with clients across the Cotswolds and brings with him a broad industry experience. As a keen climber and mountaineer, he thrives on navigating challenges and leading others to achieve new heights - a philosophy that fits well with our approach to financial planning and investment management.
Job Titles:
- Founder
- Principal and Chartered Wealth Manager
Pieter Burger, the founder of William Highbourne Wealth Management, has worked within financial services for more than 25 years. During this time, Pieter has benefited and learnt from a wide range of experiences that have influenced the values his business lives and breathes by today.
In 2022, Stuart Hutton, who has also worked in the industry for more than 17 years, had the opportunity to merge his business with William Highbourne, strongly based on similar values and also many complementary skills with Pieter.
Over the years both Pieter and Stuart have witnessed so many one-size-fits all investment propositions and an often too regular occurrence of new client recruitment being the main-focus for Wealth Managers, rather than looking after the existing ones they had.
These experiences and insights inspired Pieter to team up with Raymond James in 2010 to build his very own branch in Devon, and Stuart in Gloucestershire. Their individual partnerships allowed them to each create a wealth management proposition that placed their existing clients first, as a priority, before even considering gaining new ones. It was also imperative for Pieter to stick with approaches that he knew worked well, before starting to make small adjustments, over the years to come.
During this time, although in independent companies, Pieter and Stuart worked closely together, recognising the benefits of combining knowledge and experience in a number of areas.
In 2014, Pieter opened an office in Exmouth and built a carefully selected team of Wealth Managers, to carry out the dedicated ethos and objectives of their business. Over the following years, the assets managed by the firm tripled, allowing investments to be made into new technological avenues, thus engaging with younger and newly retired clients.
Pieter is a family man with two grown-up daughters, who has lived in East Devon for 35 years. Pieter originally set up a branch of Raymond James in 2010, which became William Highbourne Wealth Management in 2020. He is a Fellow of both the Chartered Institute for Securities and Investments (CISI) and the Chartered Insurance Institute (CII).
With almost 20 years experience in wealth management, Stuart recently made the decision to merge his business with William Highbourne. Based in Cheltenham, Gloucestershire, he is a Fellow and External Specialist Advisor of the Chartered Institute for Securities and Investments (CISI) as well as a Trustee of the Responsible Finance and Investment Foundation.
Tanya has 20 years' experience in new home sales and administration. A natural-born organiser, she manages the non-financial services side of William Highbourne, as well as Pieter and their daughters. Originally from Cornwall, Tanya loves the beach and organising family barbeques.