Key people
Financial Advisors
Tori Passmore Director
Tori Passmore
Tory Passmore is a Chartered Financial Planner and a Chartered Accountant and has worked in financial services for over 22 years, both in senior management positions as well as advising High Net Worth and Ultra High Net Worth clients. She has extensive knowledge and experience in advising clients across all areas of financial advice but particularly enjoys focusing on investments and cashflow planning which she believes is an essential tool in building a financial plan. Tori thrives on the more technical side of financial advice.
Damien Hopkins Director
Damien Hopkins
Damien Hopkins is a Chartered Financial Planner, which the industry deems the Gold standard of qualifications, and has worked in financial services for over 20 years advising High Net Worth and Ultra High Net Worth clients. Although an accredited pensions specialist, Damien also has extensive knowledge and experience advising on Protection, Investments, Wealth Utilisation Strategies, Corporate Financial Planning, Advice to Directors and Inheritance Tax Planning. His clients include individuals, families, companies, charities, and trust funds.
David Parry Financial Planner
David Parry
David Parry has spent the majority of his career gaining invaluable experience whilst working for some of the largest and most respected financial institutions in the UK as both an adviser and also in a senior management capacity. Having spent over 23 years in the financial services industry, predominantly in the High and Ultra High Net Worth arena, David provides holistic financial planning advice covering Investments, Pensions, Inheritance Tax Planning and Protection with a particular interest in direct equity investment.
Alex Walling Financial Planner
Alex Walling
Alex Walling commenced his career within financial services over 7 years ago at a leading high street bank, dealing with high-net-worth individuals along with commercial clients. He takes pride in the knowledge that his clients in both Business and Private Banking are able to enjoy today, knowing that tomorrow has been planned for. He covers all areas of wealth management including, retirement planning, wealth protection, saving and investment planning. His background in commercial banking also ensures that he understands the challenges that business owners face at all stages of their journey.
Practice Support
Claire Burnard Practice Support Specialist
Claire Burnard
Claire Burnard has worked in the financial services industry since 2009 mostly in management positions for the Private Banking arm of Lloyds Bank. Her most recent role saw her overseeing the line management of the Private Client Assistants Team as well as risk governance for Lloyds Mayfair Private Clients. With a keen eye for detail, Claire understands that a business with an efficient support system is a successful business.