Our Team

Meet the Team

ANDREW BACK

Director

Andrew has been in wealth management since 1991 with key roles in major Financial Services businesses such as AXA, Prudential, Old Mutual and UBS.

His focus has been in the Platform & Investment space having been part of the launch team of Selestia in 2001, a Director on UBS Private Bank's EAM platform and then being part of the Novia UK launch team in 2008 and Novia Global in 2016.

Andrew has personally raised over £1.5bn in Platform assets.

t: 0044 (0) 7525 767284 / 0044 (0)1844 875884

PAUL MILES

Consultant

Paul has over 40 years experience in helping financial adviser firms grow their businesses, helping hundreds of organisations become more efficient and profitable, as well as running his own Financial Adviser business for 15 years.

Key areas of expertise are:

- Organising every aspect of a business for growth

- Implementing  leading technology to create efficiency

- Strengthening centralised investment propositions

t: 0044 (0) 7787 516660

PETER CHAMBERLAIN

Consultant

Peter's Wealth Management career spans over 30 years including sales management roles with Winterthur as well as Offshore Platform Praemium and senior Distribution roles within the Discretionary Fund Manager space. 

Peter is driven by providing high quality strategic business solutions to the UK and Offshore Intermediary & Trust market.

t: 0044 (0) 7747 756246 / 0044 (0)1844 875884

CLAIRE BACK

Head of Operations

Claire has had a successful career in IT recruitment including launching & managing the Berkshire Regional office of Hays IT, a division of one of the world's largest recruitment companies.

More recently she has held senior operational roles before moving into the wealth management sector with Up Capital in order to run the Operational side of the business.


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