Dave joined Thomson Private Wealth in June of 2018 after three years of experience in the banking industry. At his previous St. James’s Place Practice he worked as a financial Paraplanner, providing solutions for both clients and advisers as well as liaising with our compliance division. He is replicating this role for Thomson Private Wealth and also taking his Chartered Insurance Institute (CII) qualifications to achieve the Diploma in Regulated Financial Planning.
Dave originates from Hertfordshire and went to school in Cambridge. He read Economics & Geography at The University of Nottingham and has recently become engaged to his fiancée Jade.
Outside of work he loves to travel, play golf and enjoys supporting Arsenal (sadly).
Besides Finance & Economics, his other interests lie in Technology and Film.
Fernanda joined Thomson Private Wealth bringing with her previous experience in administration of small-scale enterprises, project management and programming. Having studied Information Systems and Management, Architecture with Architectural Engineering (BSc Hons) and MA in Architecture at UCL, she adds a multitude of skills when dealing with the day-to-day running of the Practice.
Her aim is to provide our clients a consistent level of service with a strong focus on customer care.
She is mother of a sweet toddler and keen on technology and property development with an eye for detail.
Jack joined Thomson Private Wealth in November 2018. He spent the previous year honing his client facing skills in Wealth Management with St. James’s Place Hong Kong. Now that he has returned from his Asian adventure, he’s studying towards his Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII).
Jack originates from Somerset and graduated from Oxford Brookes University with a BSc in Mathematical Sciences (where he also rowed).
Outside of the office Jack is passionate about cycling, long distance running and photography.
Besides economics and sport, Jack is a highly experienced artisan baker, designer and museum fanatic.