Tristan is one of our founders and our Managing Director. His role within the business is dealing with the day to day running of the business along with being one of our wealth managers. Tristan has over 10 years’ experience within the wealth management industry. He holds a Diploma in Financial Advice (DipFA) through the London Institute of Banking and Finance (LIBF) along with a BA (Hons) in International relations from the University of Leeds. He is a member of the Leaders Council of Great Britain and has written for articles regarding financial services for parliament, US and Australian publications. He is a member of the prestigious Million Dollar Roundtable. He is also a published author.
Additionally, he is a renowned international speaker on Culture and Networking having spoken at events in the USA, Asia, and Europe. Finally, he is a trustee of the Charlotte Hartey Foundation.
- Diploma in Financial Advice (DipFA)
- BA Hons in International Relations
Outside Of Work
Outside of work Tristan is a keen traveller and spends most of his weekends exploring a new place or city, whether this is on his own or with friends. In addition to this, he is a keen hiker and skier, with his favourite destination being Lake Tahoe in California. When he isn’t travelling, Tristan enjoys reading, going to the theatre/cinema and learning about new cultures.
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