Meet Our Team
Our advisers have extensive experience of UK and international wealth management and financial planning, having lived and worked in various locations across Europe, the United States and the Middle East.
Our Team
We are all driven by the desire to do the very best for our clients, providing excellent service,
agile problem solving and carefully tailored advice.
Jonathan Hives
Director
Jonathan has worked in international financial planning for 16 years and across three continents. He has advised high-net-worth individuals and family estates in London, New York, Barcelona, Dubai, Malta and Frankfurt, practising in all areas of wealth and succession planning.
He is an active member of the Chartered Insurance Institute, where he holds the Diploma in Financial Planning. In addition, he holds Certificates in i) Discretionary Investment Management, ii) Financial Services and iii) Life and Pensions. He is qualified as an Investment Adviser in the United States (Series 65) and as a European Financial Advisor by the European Financial Planning Association. Jonathan also holds a BA (Hons) degree in Finance & Investment Management.
Tobias Band
Director
Toby began his career with a large international financial advisory, ultimately becoming their youngest ever Area Manager. He then moved to a UK financial advisory firm, where he successfully grew the business and managed client relationships throughout the Covid-19 pandemic.
Toby is an active member of the Chartered Insurance Institute, where he holds a Diploma in
Financial Planning and is a Level 6 CII Pension Transfer Specialist. He is also certified as a European Financial Advisor by the European Financial Planning Association. Toby holds a BA (Hons) in Mathematics.
Ben Barratt
Director
Ben started his career in the world of international wealth management, where he spent a number of years in Malta and Barcelona working with UK expats on various aspects of their financial affairs. Ben is particularly focused on delivering a high-quality and personal service…
As a Chartered Fellow of the Institute for Securities & Investment, Ben has continued to add to his repertoire of professional knowledge. As a result of his achievements within the institute, Ben now sits on two exam boards that help to set the syllabus and examination papers for future generations of wealth managers.
He also holds a level 6 Pension Transfer Specialist qualification, a Diploma in Investment Advice (Securities), a Diploma in Investment Advice (Financial Planning & Advice), a Certificate in Pension Transfers & Planning Advice, a Certificate in Paraplanning and a BSc (Hons) in Economics.
Contact Us
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