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Brian
is a Fellow of the Securities and Investments Institute (FSI), a Fellow of the Personal Finance Society (FPFS),
an Associate of the Chartered Insurance
Institute (ACII) and an Associate of the
Institute of Financial Planning (AIFP). Brian
is also a Chartered Financial Planner and is one of the
UK’s most highly qualified financial
planners.
Brian
has acted as an independent financial planner
for over twenty years and has extensive
experience in wealth management for private
individuals and businesses.
In
addition to client work, Brian has a
successful track record in management
including past successes as:
-
Director
of national stockbroking company.
-
Joint
Managing Director of a national Independent Financial Advisory
company.
-
Regional
Director for start up franchise of a national Independent Financial Advisory company.
Frustrated
with the inflexible and inappropriate business
models of national companies, Brian set up The
Turris Partnership Limited and commenced trading in December 2003. The Turris
business model allows its advisers to be
remunerated on an ongoing basis (unlike some national companies) in return for providing a
high quality ongoing service to clients.
Brian
says: “Our values are clear and simple. The
client’s best interests are at the heart of
everything we do. We aim to provide a high
quality ongoing service in return for a fair
and reasonable ongoing remuneration. In this
way we aim to build long term relationships
with all of our clients.
Our
research on behalf of clients is very detailed
and comprehensive. However, we take a pride in
trying to communicate in plain English,
without unnecessary jargon. We always produce
a tailored written report for our clients
before any transactions take place.
All
Turris staff have subscribed to an internal Code of
Conduct and Ethics and this we believe helps to
reassure clients that they are dealing with
some of the most professional talent in our
market place.
We
constantly strive to improve our services and
all feedback from clients is encouraged and
gratefully received. With this business model,
we believe we offer a highly professional,
truly impartial service. Our clients have
benefitted significantly from tax savings,
lower charged investments and, perhaps most
significantly, significant outperformance on
their assets when compared to the mass market
products.”
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