In 2012, Derek left HSBC to found eightfourtwo. He has over 30 years’ experience in the Wealth Management Industry, including a decade of working within HSBC’s Corporate Banking in Pall Mall. During this time, he provided regulated financial advice to businesses and their owners.

His specialism is investment management and the associated estate/succession planning to individuals who owned businesses and where applicable, the subsequent sale, merger and listing of these companies.

Derek’s primary role now is focusing on financial planning for our Members. With his extensive experience and expertise, no one is better suited to coming up with the right solution for the wide array of planning challenges encountered today.

Favourite journey: Being shipped to the South of France on a one-way ticket, aged 11.

With over 20 years of experience in financial services, Ian specialises in estate and succession planning, wealth management and technical leadership for Members and advisers across the UK.

He is a Chartered member of the Chartered Insurance Institute (CII) and holds the STEP Certificate for Financial Services – Trusts and Estate Planning as well as the CFA Institute Investment Management Certificate (IMC).

As Technical Director at eightfourtwo, Ian leads the development of complex financial planning strategies, provides technical support on high-level Member cases, and oversees the training and development of the Financial Planning team. He also chairs the firm’s Investment Committee.

When he’s not running things for us, he’s out running marathons and completing triathlons and Ironman challenges, making the rest of us feel very lazy.

Favourite Journey: Travelling and eating his way through seven countries in South-East Asia over six months (enjoying the heat from both sun and food).

Amber began working in the financial services industry in 2013. With a strong background in business management, she takes responsibility for all operational roles throughout the company. As a result of her organisational skills, everyone in the team is able to work more efficiently, productively and with a smile on their face.

Being solutions orientated, she is energised by making everyone’s life easier. Official standard bearer for the team, she is passionate about our people, their wellbeing and ensuring a healthy work/life balance.

There aren’t many things that can grow an amazing culture within a company like knowing your voice can be heard and Amber believes communication is the key to ongoing success.

Favourite journey: Travelling to Cyprus to get married with only the children in tow.

Over two years’ customer service experience in the hospitality industry provided Tilly with the perfect grounding for eightfourtwo, bearing in mind the importance our business places on developing strong relationships with our Members.

Add to that her proactive nature and it’s no wonder she hit the ground running in her role as an Operations Assistant. Impressing everyone with her can-do attitude, Tilly is now working closely under the management team, and she loves the fact that every day at the office seems to bring a brand-new challenge.

Tilly enjoys keeping the office organised, the staff smiling, and most importantly, looking after our office plants!

Favourite journey: Travelling around the Greek Islands and finding all the stray cats she can.

Matthew started working in financial services in 2006, at the age of 17. Having graduated with an Honours Degree in Law in 2011, he continued his studies and obtained the Chartered Insurance Institute’s (CII) Chartered status in June 2017.

His experience in technical matters covers cross border taxation, commercial financing, company succession planning and probate administration. His specialisms are the provision of Trust Corporation Services and the implementation of bespoke wealth preservation frameworks that include Wills, Trusts, Family Investment Companies and offshore tax planning vehicles.

Matthew’s passion is building a positive reputation for eightfourtwo, and this depends on all our Members receiving the same great level of service.

Favourite journey: Returning home to be greeted by “Daddy!” at the front door.

After graduating from Liverpool University in 2018 with a degree in business economics, Will began his career in financial services. Flying through his industry exams, he quickly achieved the Chartered Institute of Insurance (CII) chartered status.

Well-versed in the intricacies of tax, investment, retirement, and estate planning, he’s focused on providing the best possible service for our members, making him a perfect fit for us here at eightfourtwo.

Outside the office, Will loves relaxing on sandy beaches although he’s not so keen on the sand when he’s out playing golf. A lover of all sports, he particularly enjoys cricket, hockey and football and most weekends you’ll find him cheering on Spurs.

Favourite Journey: The walk from Seven Sisters with my old man to Tottenham stadium!

Anuja graduated in 1999 with a BA Hons degree in Business Studies. She has worked in Financial Services for over 20 years, specialising in Commercial, Private and Personal banking.

As a Relationship Manager, she prides herself on delivering a level of customer service that wealth management firms with call centres can only dream about. Always keen to add to her skillset, she’s studying towards her Diploma in Regulated Financial Planning.

Globetrotting Anuja has lived in Japan, Mozambique, Tunisia, Australia and Israel. With a spirit for adventure and a head for heights, she also skydives, abseils, and zip-lines for her favourite charities. Now her only daughter is away at university, Anuja is channelling her energy into a new passion: kickboxing. Be very afraid!

Favourite Journey: Exploring different regions of Italy and enjoying the delicious cuisine along the way

Izzy joined us after working for six years in a range of roles in financial services. Combine that industry experience with her bubbly enthusiasm and it’s no wonder she has become a key member of the team in such a short time.

Having started as a Financial Planning Administrator, Izzy is now a Relationship Manager, delivering outstanding service to our Members. Keen to keep building her knowledge, she’s currently working on her Diploma in Regulated Financial Planning.

When she’s not taking care of business here, Izzy likes to get as far away from the office as possible. (No, we don’t take it personally!) Her passion for travel has led her to many exotic destinations including Southeast Asia, Australia and New Zealand.

Favourite journey: Annual trip to Cornwall with the family for surfing and fish & chips on the beach.

Daisy joined us with eight years’ experience in the customer service industry and an Honours Degree in International Relations and Politics from the University of Lincoln.

After a brief spell at an estate agency, she decided to swap property for a home with eighfourtwo. Quickly finding her feet with us as a highly valued Financial Planning Administrator, she’s now studying for her Diploma in Regulated Financial Planning.

Outside work, Daisy enjoys visiting restaurants with friends and family in search of new taste experiences. She also loves taking Lottie, her super-speedy cockapoo, out in the fields near her house. (Wild rabbit stew, anyone?)

Favourite journey: Going to Corfu with my family every year to visit my grandad and tuck into all that delicious Greek food.

With more than two years in customer service and hospitality, followed by another year at an accountancy firm, Kessie joined eightfourtwo with the perfect blend of experience to support the team in all areas of wealth planning.

Looking to fast-track her industry knowledge and experience, she’s now studying for her Diploma in Regulated Financial Planning.

It’s not just in the office that Kessie is keen to go places. She loves exploring and recently travelled solo to the beautiful Amalfi Coast. She also regularly skis down mountains in Austria, Bulgaria and Andorra. Trained in Muay Thai for eight years, Kessie is used to getting her own way in meetings.

Favourite journey: Anywhere where the sun is shining (yes, that does rule out staycations!)

Chris has over four decades experience in Professional Services.

He is a Chartered Engineer who joined WSP as a partner at its inception, becoming Managing Director in 1987. Under his leadership, WSP was the first engineering consultancy to become a fully listed public company in 1990, growing from a single-discipline UK consultant firm of 200 people to a 9,000 strong multi-disciplinary global player prior to its 2012 merger with GENIVAR.

Today, WSP Global Inc. employs 65,000 people worldwide. Chris has chaired the Board since the merger and holds other Non-Executive positions for listed companies. We are immensely proud to have Chris as a consultant.

Favourite journey: Holiday on the Isle of Wight in an Austin A35.