"I initially opted for the advice and have stayed for the service"
Allwin Tax Planners & Portfolio Managers was founded in 2002 with the aim to provide a comprehensive and personal financial planning service to High Net Worth individuals and their families.
We are independent, so we can source solutions from the entire market, and work on an 'advisory' basis which means that we work WITH our clients, rather than making decisions on your behalf.
As you would expect, we are authorised and regulated by the Financial Conduct Authority.
"It's so refreshing to call and speak to someone who knows who I am."
Our highly trained team have satisfied rigorous qualification criteria and subscribe to the membership conditions of the Chartered Insurance Institute (CII).
Well-informed and responsive
We always keep our finger on the pulse of the market, watching out for new developments and regulations to ensure we are well-informed and responsive on your behalf.
Having a friendly, dedicated and long-serving team in place means that you will always enjoy the benefits of a personal service dedicated to you.
Office Manager & Company Secretary
David de Kretser
David is the Managing Director of the company and has over 25 years’ experience in the financial services industry, the majority of which has been within the independent sector.
Having initially worked for Scottish Equitable for 6 years he became an Independent Financial Adviser in 1995.
After 5 years working within a national IFA practice, David joined a specialist Wealth Management business to focus on working with High Net Worth private clients.
David founded Allwin in 2002 and is constantly driving the business forward, adapting to the ever changing landscape of the Financial Services industry.
David adopts as hands-on approach when working with clients, maintaining strong long term personal relationships.
David is a member of The Personal Finance Society, The Chartered Insurance Institute and The Enterprise Investment Scheme Association.
David is the devoted father of 4 children.
Derek has been working in the financial services industry since graduating in Business Economics in 1999.
Having initially worked as a Pensions Specialist at Sun Life Financial of Canada , then as a Financial Adviser for Friends Provident, Derek joined Allwin in 2003.
Derek is an integral part of the company and has a wide knowledge of all aspects of the business. He is a friendly, accountable and professional member of the team.
Derek is a member of The Chartered Insurance Institute.
Derek is married and has three children.
Madeleine is our Office Manager so heads up the administration side of the company, from maintaining our back-office systems and project managing, through to preparing reports and reconciling payments.
She has an eye for detail and the memory of an elephant, so often acts as the central reference point in the company for any general queries.
Having known David for many years, Madeleine joined Allwin in 2004 from a strong client-focused background in travel and international publishing rights, dealing with the complex and varied needs of publishers and distributors from all four corners of the globe.
Madeleine is married with 2 children.
Billy joined Allwin at the beginning of 2012 and has quickly become an integral part of the administration team.
Currently studying for the Diploma in Regulated Financial Planning, he is a fundamental ‘cog in the machine’, providing support and assistance to David and Derek where required.
He has a keen interest in financial services and is always eager to learn.
Billy is single and very career-focused.
Petro is the newest member of the Allwin team.
Although new to the Financial Services industry, Petro is a Law graduate and joins us from a very client-focused background.
Petro is a bright, friendly person and is looking forward to working with our clients.
She is currently studying for the 'Diploma in Financial Planning'.
Vicky is the company's Personal Tax Advisor and has been advising High Net Worth Individual clients for over 20 years.
Having initially started her Institute of Chartered Accountancy training with Arthur Andersen, she completed her examinations with KPMG where she spent 14 years rising to the level of Senior Manager in the Personal Taxation department.
Since leaving KPMG, Vicky worked for Baker Tilly before joining Allwin in 2009.
Vicky offers a specialist personalised service to High Net Worth Individuals, including the preparation of Tax Returns and Personal Taxation advice in the areas of capital gains, inheritance and expatriate taxation. She enjoys building long-term relationships with all her clients and thrives on providing a personal professional service.