Tarquin Howard-Jones has over 27 years’ experience in the banking and financial services industry. He brings with him a wealth of knowledge and experience across a broad spectrum of the financial industry.
Tarquin joined us from Lloyds Private Banking where he was an Investment Private Banking Manager looking after clients in the South West.
“I believe in a personal service to clients, building long term relationships based on trust, professionalism and expertise. Meeting clients face to face, I like to take the time to really understand their needs, hopes and desires and help make plans for them to realise their goals. I take a holistic approach and consider the whole market before making my ‘best in market’ recommendations. The only thing in life that is constant is change and I like to meet my clients on a regular basis to tailor and adjust their initial plans to meet their changing circumstances.”
Why should you change from your current Private Banking Manager/Wealth Management Adviser? Some offer only restricted advice which means their advice is restricted to a limited range of products or providers. Their “one size fits all” approach, adjusted for risk, is neither bespoke nor tailored to your needs.
Do you want an adviser who is Independent and can advise on the whole of the market including your existing investments? An adviser who can seek out the best investments and products available from the whole market? An adviser that can offer a truly bespoke and tailored solution that can adapt to your changing circumstances?
Tarquin would welcome the opportunity to meet with you for a free, no obligation, initial meeting to discuss your needs and requirements. He can be contacted on:
Mobile: 07717 833797 Office: 01984 656621