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Official IFA & Sponsor of
Bath Rugby
Authorised and Regulated by the
Financial Services Authority
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Malcolm Coury - Managing Director
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 Office: Bath
Telephone: 01225 471 100
Malcolm is married with four children and has appeared regularly on the BBC's TV programme, 'It's your money' and Radio 5 Live’s ‘Wake up to Money’. He holds the Advanced Financial Planning Certificate (Dip PFS) and has facilitated courses for the Personal Finance Society (PFS) and is regularly a speaker at industry conferences. Malcolm was educated at The Oratory School, near Reading, has a degree in Combined Sciences from Southampton University and is a loyal Bath Rugby supporter. Malcolm joined financial services with Financial Planning Services (FPS) in 1983 and in 1997 set up Money Wise Independent Financial Advisers Ltd. with his wife Halena.
Malcolm was instrumental in the purchase of Fundsdirect from EGG in 2005 and the subsequent launch of the Ascentric Wrap service in January 2007 and remains on the Board of Investment Funds Direct Group as IFA Director, representing the interests of the IFAs who now use the wrap service.
Contact Malcolm |
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Steve Thornton - Director / Branch Manager Bath
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 Office: Bath
Telephone: 01225 471 100
Stephen is married with two grown up children, is a graduate of Swansea University and originating from Wales is a Welsh rugby fan! Stephen has been in the industry since 1993 with general Portfolio and then Group Des Assurance National (GAN) and joined Money Wise in April 1998. Steve holds the the Financial Planning Certificate (Cert PFS) and CeMap qualifications. He was previously a senior manager within the manufacturing industry.
Contact Stephen
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Richard Armstrong - Director / Head of Wealth Management
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 Office: Bath
Telephone: 01225 471 100
Richard is married with two children, lives in Westwood, near Bradford on Avon in Wiltshire and joined Money Wise in November 2006. Prior to that his previous roles included another IFA firm in Bath and heading the financial services practice for a large regional law firm across Bristol, Bath and Swindon. He has also worked at a top 5 accountancy firm and originally trained at the Natwest Group. Richard has over 18 years experience in Financial Services. Richard has the qualification of Associateship of the Chartered Institute of Bankers and he is also a member of the Personal Finance Society. He holds the Advanced Financial Planning qualification with papers in Taxation and Trusts, Personal investment planning and Advanced Pensions Planning. Richard specialises in holistic financial planning incorporating life and pensions but with specific emphasis on investments, trusts and inheritance tax planning.
Contact Richard
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Tudor Griffiths - Head of Corporate Clients
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 Office: London / Cambridge
Telephone: 0207 553 9156 / 01223 211122
Tudor has over 25 years experience in financial planning, mostly with Lloyd’s brokers and national IFA firms based in the City of London. He is based in London and Cambridge to develop the Corporate Clients division for Money Wise. Tudor advises on and delivers employee benefits solutions (including flexible benefits) to a wide range of employers from SMEs to charities and educational institutions. As a pensions specialist, Tudor works in partnership with law an accountancy firms to bridge the advice gap between corporate and private wealth management for business owners. He has extensive knowledge of offshore pensions for non domiciles and the transfer of pensions from the UK for non residents. He holds the Advanced Financial Planning Certificate (Dip PFS). Tudor is married with a grown up son and a soon to be teenage daughter and is actively involved in Church and community.
Contact Tudor |
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Philip Bowden-Pickstock - Branch Manager Cambridge
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 Office: Cambridge
Telephone: 01223 211122
Philip is married to Susan and they have four children. Previously a partner in Lee & Co for 20 years, a Cambridge based IFA formed in 1962, Philip was appointed as Branch Manager of Money Wise Cambridge when Lee & Co was acquired by the firm in April 2009. An Economics graduate from the University of East Anglia he started his career in financial services with the Sun Alliance Insurance Group and qualified as a Chartered Insurance Practitioner. Philip is a member of the Personal Finance Society and specialises in providing financial advice to private clients.
Contact Philip |
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John Skillman - Compliance Officer
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 Office: Bath Telephone: 01225 471100 John has two daughters and lives in Frome, near Bath. He joined the financial services industry in 1994 and holds the Financial Planning Certificate (Cert FPS). John worked for a couple of years at Allied Dunbar (Zurich) in an advice role before moving to The Burns Anderson Independent Network plc. in a compliance role. He joined Money Wise in May 2001, works closely with the company's financial advisers ensuring robust procedures are in place in order that the firm complies with the Financial Services Authority's requirements of regulated firms. Contact John |
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Craig Kerr - Practice Manager
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 Office: Cambridge Telephone: 01223 211122 Craig is married with two sons and a daughter and lives in Newmarket, the home of British Horse Racing. He has 30 years experience in the Financial Services sector having originally trained at Midland Bank (HSBC), concentrating on operational management & the Associate of Chartered Institute of Banking qualification. Following a brief spell at the Prudential, Craig has spent the last 16 years as Practice Manager for the Cambridge based IFA firm, Lee & Co, until it was acquired by Money Wise in April 2009. He holds the Certificate in Mortgage Advice (Cert CII (MP)) but concentrates on operational management within the company. Contact Craig |
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