Early Retirement

Nigel is the Executive Chairman of the firm as well as being responsible for the Compliance and Money Laundering reporting functions. A recent resident to the Isle of Man, his thirty five year financial services career has seen him lead companies in the United States as well as the UK. He currently holds the Chairman’s role at a UK based asset manager; as well as board positions with three UK based wealth managers. Nigel chairs the board of The Contexitur Group, the parent company of IIM.

Nick has been with the firm for over fifteen years, progressing through the ranks and firmly establishing himself with the clients of the business. As well as the day to day the running of the firm, his roles have seen him contribute to every aspect of our business adding his own values of precision, efficiency and correctness.

As part of his integration into the business Nick has taken up key roles; becoming a Director of the firm in 2015 leading the Operational and Managerial functions and supporting the key compliance departments. Nick is also an integral member of the Investment Committee and provides valued research and insight.

James is our Company’s Head of Investment Management and is responsible for the day to day running of the Investment Management division. Having started his working life at the Bank of England and, despite his youthful looks, bringing nearly twenty years of experience to the firm James is responsible for ensuring a seamless coordination between his department, the financial planning team and the compliance functions of the business.

A qualified Investment Manager of ten years standing and Chartered Member of the CSI, James is a member of the IIM Investment Committee and regularly represents the Company in meetings and presentations with fund managers world-wide.

Julian is an experienced and highly qualified Financial Adviser having spent nearly twenty three years in the sector. He successfully built his own practice in the UK, integrating it with a larger business, and has more recently joined us to look after the firm’s clients based on the Isle of Man along with our corporate relationships. Julian brings a wealth of knowledge to the firm and lends his support to the management team in this senior role.

Julian also overseas many of our client relationships outside of the Isle of Man and works with the team to ensure those clients are regularly kept in touch with our firm and their financial requirements met.

David is a highly knowledgeable and technically proficient member of the firm who has worked in the financial services industry for over thirty five years, covering the full scope of the industry from banks and insurance companies to IFA practices. David is a Chartered Financial Planner as well as a Fellow of the Chartered Insurance Institute. For the past ten years David has had the honour of being asked to be part of the examination writing team for the Chartered Insurance Institute, setting the exam standards which govern our industry.

David heads up the team looking after our non-resident clients and can often be found traversing the length and breadth of the UK visiting our clients. He has, and continues to; provide financial planning advice to many high net worth and high profile clients, as well as large corporate clients.

David is also a member of the firms Continuing Professional Development team and takes a keen interest in assisting newer members of the firm in their development.

Cayleigh leads our para-planning team, offering support and backup to the wealth managers and a link through to the compliance function. She began her career in financial services at just nineteen years old, working her way through the ranks of NFU Mutual covering life and client services departments. During this period Cayleigh undertook an intensive period of study and graduated with her Diploma in Financial Planning.

Client service and care is at the heart of Cayleigh’s culture and this flows through to her work in assisting the wealth management team, providing that all important link between the firm and its panel of product providers, and ensuring the suitability of advice the firm gives its clients remains consistent and meets their needs. Cayleigh is progressing her own personal development with us as she works toward Chartered status.

Tash is our in-house Operations & Process Supervisor and Head of HR.

With close to a decade of experience in human resource management in accountancy and financial services she holds a Scottish HNC in Human Resources Management and specialises in Emotional Intelligence, Strategic planning and the creation and review of company policies and procedures.

Tash is passionate about employment law and works closely with our compliance and planning teams in delivering best practice within the firm.

Currently working towards achieving her CIPD and Compliance Diploma to cement her knowledge in the financial sector Tash works closely with David in ensuring our firm maintains its continuing personal development programmes.

Richard is our Investment Policy Consultant and provides the firm with background, technical analysis, research and critical challenge in the design and implementation of our investment policy and our portfolio designs. Richard began his career over thirty years ago and spent twelve of those years in an investment management environment, with four spent as an investment manager with a leading UK firm of wealth managers. Following his early years as an analysist with the Ministry of Defence he has seen roles with M&G, Hambro Fraser Smith, Towry Law, JP Morgan Chase Fleming and Willis National.

His experience, knowledge and expertise is wide ranging and has included portfolio management, fund research, third party portfolio benchmarking, measurement and monitoring, asset allocation, construction of quantitative portfolios, portfolio reviews, market commentaries and miscellaneous investment journalism.

Richard’s holds the Investment Management Certificate and is in demand as speaker for numerous industry events where his opinion is widely sought.

Sonia looks after our client administration and works with Nick to support our operations. She has many years of financial administration experience and strives to support and maintain the workflow efficiency of our office - whilst delivering to our client's high levels of support and a familiar point of contact.

Sonia heads up the client reporting and valuation functions, is the primary contact for the Firms external providers and is at the forefront of developing and maintaining the Firms established procedures and protocols.

Mike is our Client Relationship Manager and is responsible for establishing and maintaining relationships with our clients old and new. Mike has worked in financial services for 34 years and previously worked for global entities Aviva and Marsh McLennan. More recently, he was a financial adviser and ran his own IFA practice for 18 years here on the island.

Whilst Mike has stepped back from providing front line advice, he remains passionate about the industry and enjoys focusing on the most important part of the business - personal relationships and client satisfaction.