Our Experience

Glyn Williams

: with 23 years experience providing financial planning advice direct to clients and fully AFPC qualified, Glyn is responsible for co-ordinating and delivering solutions for our clients. He explains, in straightforward terms, the pros and cons of investment & tax planning propositions and ensures that these fit the requirements, goals & aspirations of each client.

Mike Kerridge

: a Chartered Accountant and tax adviser Mike is a UK and International Taxation specialist, currently also sitting on the Federation of Small Business (FSB) tax committee. His hands on experience includes heading up the International Tax Department of a major accountancy practice, running the property taxes department of a major bank and extensive work with collective investment funds, including property syndicates and partnerships. Mike looks after national and internationally based individuals and corporates, some of which have benefited significantly from his experience and success at taking on HMRC investigation cases.

Anthony Whitwell

: a qualified lawyer since 1983, Anthony is a member of The Society of Trust and Estate Practitioners. A partner of a major UK legal practice, Anthony heads the Will, Trust and probate department advising wealthy families, individuals, businesses and farming partnerships on Inheritance and Capital Gains Tax mitigation through lifetime and post death planning. IHT and Trust work is Anthony’s specialisation.

Joanne Price

: a member of the Chartered Institute of Taxation, Joanne has been providing technical taxation advice to clients since 1990. Joanne specialises in working with non-domiciles and their UK tax affairs. She also has many years experience with UK tax planning products and in negotiating on behalf of clients when under investigation with HMRC.

Robin Lawrence

: an active Chairman of his FSB region, Robin is an accountant and tax advisor with 20 years experience and specialist knowledge in the software world, his experience includes helping non UK corporations set up UK subsidiaries, the licensed trade and retail shops.

Roy Smart:

: a Chartered Certified Accountant with 30 years experience working with small and medium sized UK businesses. Roy was in Industry until 1990 and now specialises in acting as the finance and accounting department of UK businesses.

Cheryl Wade

: AFPC qualified, Cheryl has spent 22 years within the financial services industry and been a paraplanner since 2001. She works with the regulated investments, researching and recommending appropriate products before documenting and summarising the actions taken in a client report.

Dean Pignon

: our analyst, with a University analytical science background, he researches and makes sense of complex data patterns. After 10 years at a major business software company he joined Build Your Wealth where his interrogative skills add a non-industry value to the due diligence process we undertake on the unregulated products. He developed our unique financial planning system which maps out and projects forward client circumstances to give them greater visibility, control and options.

Sally Schofield

: takes care of our business. The customer service and administrative functions are co-ordinated and run by Sally. She is often the first point of contact, directing enquiries regarding our services to the most appropriate area.