The eightfourtwo culture is built on the same values and principles we provide for our Members. As a result, when someone joins our team they tend to stay. This helps provide the consistency and seamless service that our Members value so highly.
You will always have access to your personal Financial Planner and Relationship Manager as your main points of contact. They will regularly liaise with our technical experts and analysts to prepare and implement your financial plan. Working alongside these specialists, our management team oversee advice processes, research and governance, providing quality assurance.
This comprehensive structure means each component of your financial plan will have the input of a subject matter expert. Unlike many other wealth management companies, having all this expertise in-house means that we can be considerably more nimble in our decision making.
Our pay and reward structure is designed to further nurture this spirit of teamwork and collaboration. Helping us deliver a consistently outstanding experience for our Members, we are all paid a good salary, with a fair bonus structure that incentivises the right behaviours, rather than the dark art of commission chasing.
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.
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.
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.
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.
Overall, she has more than 17 years’ experience working in the Retail Banking and Wealth Management industry and has achieved the Chartered Insurance Institute’s (CII) Certificate in Mortgage Advice and Diploma in Regulated Financial Planning.
Rachel has since become our first Business Development Manager and is once again excited to evolve a new role and make it her own. Through her knowledge of developing and maintaining relationships, with both internal and external stakeholders, she is key in helping grow our business.
Favourite journey: Climbing Adam’s Peak in Sri Lanka to see the sunrise from the summit.
Moving to London in 2010, he quickly attained the Chartered Insurance Institute’s (CII) Chartered Status in 2012 and now also holds the CFA Institute Investment Management Certificate.
He has worked at some prestigious advisory firms in the City of London, providing high level technical support and holistic planning to financial planners. Numbers has always been his thing, so it was no great surprise when he found his way to eightfourtwo.
Here, Ian brings strong technical aptitude and an analytical mind to solve planning requirements for our Members, while providing them with a truly exceptional service.
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).
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, Alice is now working towards her Chartered Insurance Institute’s (CII) Diploma in Regulated Financial Planning.
Thriving in a team environment, Alice likes to ensure everyone has a smile on their face, no matter the time of day (not great news for those of us who aren’t morning people).
Favourite journey: Anywhere she can find her much-loved family and friends.
A born Londoner and gentle giant, Mike has mastered the art of making people feel at ease, enabling him to develop long-lasting client relationships based on trust and integrity. He obtained the London Institute of Banking and Finance’s (LIBF) Diploma for Financial Advisers in 2017 and is keen to keep broadening his knowledge and expertise for the benefit of our Members.
Ever-professional in the office, Mike drops his guard at weekends when he is often found covered in paint, temporary tattoos and sticky food while his young nephew and niece give him the runaround.
Favourite Journey: The drive from Glasgow, through Lock Lomond and the Trossarchs National Park, to Glencoe, where he eloped with his wife.
This well-rounded experience has given Izzy the confidence to take on any new challenge. That’s what led her to eightfourtwo as a Financial Planning Administrator, where she now supports the team with all areas of wealth planning.
When she’s not taking care of business here, Izzy likes to get as far away from the office as she possibly can. (No, we don’t take it personally!) Always chasing the sun, her passion for travel has taken her to a range of exotic destinations including Southeast Asia, Australia and New Zealand.
Favourite journey: Annual trip to Cornwall with the family for surfing and fish and chips on the beach.
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.