01/26/2026
His expertise spans pensions and retirement planning, tax-efficient investing, inheritance tax planning, personal protection and wealth structuring, particularly in relation to business exits.
01/23/2026
Recognising colleagues in Jersey, Guernsey and Ireland offices, 23 individuals have been promoted for their continued commitment and contribution to the firms’ successes.
01/22/2026
Working closely with Simon Cooper, Head of DFM, Lynsey will play a pivotal role in expanding our support for financial advisers and their high-net-worth clients.
01/22/2026
In his expanded role, he will continue to contribute to portfolio strategy while leading the group’s public policy positioning, industry engagement and strategic thinking across wealth and investment.
01/21/2026
With a career dedicated to improving customer outcomes, he is recognised for championing professional standards, driving innovation, and fostering collaboration across the financial services industry.