Having completed his financial services training at another firm, Karl and Tristan decided to open a new family wealth management firm.
Over the last couple of years Tristan has led the company through a number of achievements including successfully establishing the business in Chester, building a strong team throughout the company, plus he’s guided company growth in a number of areas.
He has recently won the Young Entrepreneur of The Year award for the second time and was shortlisted for the Unbiased 2017 awards for the following categories: Protection Adviser of the Year Award, Social Media Adviser of the Year Award and Responsible Investment Adviser of the Year Award.
What’s more, Tristan has been made Committee Chair of a team within the Million Dollar Round Table – an exclusive group consisting of the top producing advisers in the world. In addition he was a speaker at the exclusive conference in 2018.
- 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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