David

Managing Director

David is the Managing Director of the company and has been in financial services for well over 20 years – all 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.

David is married with 4 children.

Derek

Consultant

Derek works as a Consultant of the company and has been working in financial services for over 11 years since graduating in Business Economics.

He initially worked for 2 years at Sun Life Financial of Canada as a Pensions Specialist, then became a Financial Advisor for Friends Provident.  In 2003 he relocated to the South East and joined Allwin Tax Planners & Portfolio Managers.

Having worked for Allwin since its inception, 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 lives with his fiancée and their 2 children.

Madeleine

Office Manager

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 us in 2004 from a strong client-focused background in travel and international publishing rights, dealing with publishers from countries as diverse as the USA, South Korea, Russia and Israel.

Madeleine is married with 2 children.

Vicky

Tax Advisor

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 2 years ago.

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.

Maxine

Administration

Maxine provides invaluable general administration back-up to the team on a part-time basis. She has extensive experience in the financial services sector, having worked in the industry for nearly 20 years.

Anna-Dora

Company Secretary

Anna-Dora is our Company Secretary and has been with the company since its formation in 2002.