Alastair started his career in the City, initially trading and advising on investments in commodities after which he moved into equities. Following a period during which he researched and instructed upon investments in both large and small cap companies he joined an equity derivatives desk and began advising on and actively managing discretionary portfolios for the purpose of both speculation and hedging. In early 2010 Alastair joined Rowan Dartington, at first in the Cornwall branch, before moving up to the Head Office in Bristol, where his role is as a Senior Investment Manager within the Central Investments Team.

Originally from Essex, Alec moved to Bristol shortly after receiving his BSc (Hons) in economics from university and worked briefly in the academic publishing space before moving to join Rowan Dartington’s Stockbroking Team in 2016. Outside of work Alec supports West Ham and has a passion for music.

A chartered MSCI, Alex is a very experienced discretionary management professional, having spent 13 years at Williams de Broë where he built his experience utilising all asset classes and financial instruments. He then went on to work with Quilter Cheviot where he spent four years as a partner and then an Investment Director. Alex joined Rowan Dartington’s London branch in 2016.

After gaining his Economics degree, Andrew began work in the City in 1988 advising private clients. He progressed to the institutional dealing arm of Japanese broker, Nikko, providing advice on equities, options and futures to large institutions such as banks, hedge funds and fund managers. Concentrating on derivatives, he became the head trader of Nikko’s team on the LIFFE floor.
Andrew returned to private client advice with HSBC in 2003, spending 8 years in their Private Bank, advising Ultra High Net Worth clients depositing in excess of £3m each for management.. Andrew joined Rowan Dartington in January 2015 and is a Chartered Wealth Planner and Fellow of the Securities Institute.

Craig holds a BA (Hons) in Enterprise and Entrepreneurship. Upon graduating, Craig completed an internship with Barclays in Canary Wharf and then entered private client stockbroking with a bespoke firm in Liverpool Street, where he specialised in equity derivatives. Craig joined Rowan Dartington in 2015 as part of the Advisory Stockbroking Team. Outside of work, Craig has a keen interest in restoring classic cars.

Daniel entered Private Client Stockbroking in 2000 when he joined the investment department of Thring Townsend Solicitors in Bath. Over the next seven years Daniel became Operations Manager and then qualified as an Investment Manager, specialising in managing discretionary portfolios for a range of trusts, charities and private individuals. In 2007 Daniel joined Rowan Dartington as a discretionary manager and has since established the Bristol Discretionary and Central Investment teams, the latter of which he still heads. During this time Daniel has designed and developed Rowan Dartington’s in-house Portfolio Management System – a software system to help manage and monitor individual client portfolios. Daniel is a member of the Chartered Institute for Securities & Investment.

David began his career with the Royal Bank of Scotland in 1987. He then became financial adviser with RBS in 1992 and progressed to the role of Area Sales Manager, before becoming Regional Sales Manager within the financial planning arm of the bank. In 2008 David moved to Coutts & Co during which time he managed relationships and the financial needs of high net worth clients. He moved to Quilter Cheviot in 2012 as an Investment Director with responsibility for developing business from the professional’s community and managing private, trustee and pension portfolios for clients. David joined Rowan Dartington’s Liverpool branch as Investment Manager in 2016.

In 2006 Edmund started his career involved in a small start-up business venture, before spending time in the Insurance sector and in Management Information. He then moved into Financial Services, where prior to joining Rowan Dartington he spent two and a half years at another bespoke brokerage in Bristol. Edmund joined Rowan Dartington in 2016 and is part of the Advisory Stockbroking Team. He enjoys most sport, in particular rugby for which he plays for a local side near Bath.

Gary started his career in 1989 working at Greig Middleton in London. Gary began in the back office settlement department and quickly progressed through the company moving to institutional trade support and he finally became an Equity Trader at Old Mutual Securities following the takeover of the Greig Middleton Group. Gary then joined Barratt & Cooke Stockbrokers in Norwich, focusing on private client wealth management. After a number of years in Norwich, he was given an opportunity to join Rowan Dartington and agreed to move to the West Country to begin his current role in the Bristol Advisory Team.

Gregg started his career with PwC before moving into the private client arena with Barclays Wealth in 2005. He then spent two years with Royal Bank of Canada Wealth before joining Rowan Dartington in June 2016. He is a member of the Chartered Institute for Securities & Investment and an Associate of the CFA Society of the UK.

Helen entered Private Client Stockbroking after graduating from the University of The West of England with Honours in Business & Finance in 1994. Helen subsequently qualified as an Investment Manager and began managing private client portfolios, completing her CISI Level 6 Certificate in Private Client Investment Advice and Management (PCIAM) in 1997 and becoming a Fellow of the Chartered Institute for Securities & Investment in 2001. Helen is now a Chartered Wealth Manager and part of the Bristol Discretionary Team specialising in the management of discretionary portfolios.

James has worked for Rowan Dartington since 2007, initially in the central support team and latterly as an Investment Analyst before joining the Central Investment Team. After becoming fully qualified in 2012, James now works managing discretionary client portfolios. James is an Associate of the Chartered Institute for Securities and Investment and is currently studying towards the Certificate in Private Client Investment Advice & Management.

James has over 18 years experience managing multi asset portfolios for private clients and their associated accounts. He is a Fellow of the Chartered Institute for Securities and Investment and also holds the Chartered Insurance Institute’s Diploma in Financial Planning.

Prior to joining Rowan Dartington James was a Director at HSBC Discretionary Wealth Management, where he was responsible for assets of c. £150m. Before joining HSBC James worked for Newton Investment Management and NatWest Stockbrokers.

John started in Lloyds Bank in 1983 in London and has managed Client Relationships for over 30 years. The last 15 years have been in Lloyds Private Banking, before joining Rowan Dartington in September 2015. Calling on his extensive knowledge and experience in Financial and Wealth Management, he continues to offer a Personal Service, based on Private Clients financial objectives, needs and goals now and for the future.

After graduating in Management and Business Administration from the University of Reading in 2006, Jonathan went to Australia to play as an Overseas cricketer for a club in Melbourne. On his return in 2007 he entered Private Client Stockbroking before arriving at Rowan Dartington in 2009. Jonathan looks after a range of advisory clients consisting of trusts, charities and private individuals.

Joshua has 6 years’ experience in wealth management. Prior to that he gained valuable experience in business working for the senior management of a retail business for several years before his migration into finance.

In his time at Rowan Dartington he has gained extensive knowledge of wealth management and portfolio construction and has an understanding of markets which is of great value to the high net worth clients who he helps to steer through the markets. Working with Mike Nathan, Joshua’s main area of specialism is in CFD and Spread Betting for high net worth individuals.

After initially working for NatWest Bank, Julian has spent nearly 30 years as a private client fund manager. The majority of this time was spent with Charles Stanley working in their London office and joined Rowan Dartington in 2006 as part of a team led by Nigel Pavey. Julian’s primary focus is the day to day management of client funds and he is a Member of the Chartered Securities Institute.

Kevin has spent over 30 years in the industry advising High Net Worth discretionary private clients within a leading Private Bank before moving to Rowan Dartington. During this time he has undertaken a number of different roles including Fiduciary Services, managing portfolios, relationship management and as an IFA. Kevin is now head of the Bristol Discretionary Private Clients & Cheltenham Office as well as a Fund Manager for his own private clients. He is a Fellow of the Personal Financial Society, Chartered Financial Planner as well as a Chartered Wealth Manager of the Chartered Institute for Securities and Investment.

Luke joined the Leeds office in 2016 having previously worked for Brewin Dolphin in Newcastle. He is an FCSI Chartered Wealth Manager and has been managing portfolios, principally on a Discretionary basis, since the mid 90’s. Luke has ample experience of managing Individuals and Trusts as well as experience dealing with solicitors, accountants, IFAs and other professionals to ensure that his clients receive the best possible advice and service.

Mike has specialised in private client stockbroking since 1985 where he started as a trainee at A J Bekhor & Co. Following Big Bang Mike moved to Shaw & Co which was subsequently taken over by Charles Stanley in 1997. Mike has worked with Nigel Pavey and his team for nearly 20 years and specialises in CFD and Spread Betting for high net worth individuals.

Mike is a season ticket holder at Tottenham Hotspur as well as being a keen golfer.

Mike has over 35 years’ experience in the financial services sector and is a Chartered Member of the Chartered Institute for Securities and Investment. Whilst specialising in Investment Management he also has extensive knowledge and personal experience across all aspects of Wealth Management including Trusts and Estates, Financial Planning and Private Banking.

Starting his career in Plymouth with NatWest he has worked offshore in Jersey as well as in London, Bristol and Exeter. Mike enjoyed a lengthy career with Coutts before joining Rowan Dartington in August 2013 to open the Exeter office. He passionately believes “people matter” and in the importance of delivering a quality personal service.

Nigel has 30 years’ experience in the financial services sector. He has extensive knowledge and personal experience across all aspects of wealth management, including trusts & estates, financial planning and Private Banking as well as investments. Nigel began his career at Barclays International, before moving to become a lending officer.

In 2000 Nigel moved to Barclays Private Bank and has a solid track record helping clients achieve their long term goals and objectives by providing holistic financial advice tailored to their individual circumstances. Having joined Rowan Dartington in June 2014, Nigel will use this wealth of knowledge and experience to help clients in London and the South East with their investment requirements.

Nigel graduated from University in 1986 and after a short stint with Lloyds Bank, moved into private client fund management with Shaw & Co, which was subsequently taken over by Charles Stanley in 1997.

Nine years later in 2006 he led a team of ten fund managers and brokers to Rowan Dartington to establish a London office. His main focus remains the day to day management of client funds and he is a Member of the Chartered Securities Institute.

His other interests include golf and Arsenal football club.

Seb read Business Studies at University in Bristol specialising in Financial Management. After leaving university he began working as a trainee stockbroker in August 2007. Seb moved to Rowan Dartington in November 2008 and for the last 6 years has developed client relationships and growing asset levels. Seb is also a keen golfer.

Stuart started his career in Private Client Asset Management with Shaw & Co Ltd in the early 1990’s, joining Charles Stanley in December 1997 following the takeover of Shaw & Co. Stuart and his team moved to Rowan Dartington in 2006. With over 22 years’ experience in Wealth Management, Stuart undertakes bespoke portfolio structuring to meet underlying clients individual financial needs. With a large network of Solicitor contacts, for whom he also manages client funds, Stuart has an extensive knowledge of Estates & Trusts including Probate and is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Sue joined Rowan Dartington in 1998 and is the Branch Manager for the Hereford office. Sue has over 30 years’ experience in the investment management industry and concentrates on managing a range of private client funds, pension funds and charities, with a particular emphasis on investing in closed-end funds. In the early 1990s she worked in Russia as a consultant for Samuel Montagu on an overseas development project during the Russian Privatisation. Sue is a Chartered Fellow of the Chartered Institute for Securities and Investment and has a keen interest in personal and trust taxation.

Tom has managed and advised on private client portfolios, trusts, corporate pensions and charities over a number of years.  He joins Rowan Dartington having worked at Baillie Gifford, Investec Wealth and two international multi-family offices.  After more than a decade in London, he has returned to Chichester to head up the office and brings a young family with him.  When not working, Tom divides his time between Cumberland, the Czech Republic and the cricket pitch.  A graduate of the University of Bristol, Tom is a Member of the Chartered Institute of Securities and Investment.