Money Wise

Our People

MANAGEMENT

We are proud to have a highly experienced and highly qualified management team.

Tudor Griffiths Dip PFS - Head of Corporate Clients (London)

Tudor has over 25 years experience in financial planning, mostly with Lloyd’s brokers and national IFA firms based in the City of London, before joining Money Wise in March 2009. 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 two children and is actively involved in Church and community. Contact Tudor

Ken Smith BScEcon MA Dip PFS - Branch Manager (London)

Ken Smith has over 25 years experience in financial services and joined Money Wise from Primrose Associates, a boutique Wealth management IFA in the City, where he was Business Development Director. Prior to that Ken was a Sales Director for Jelf Private Clients in Guildford for 6 years. Throughout this time, Ken continued to advise his own clients, combining a deep understanding of financial planning for businesses and for individuals with his extensive knowledge of investment products and markets. Ken’s professional qualifications include an Economics and Statistics Degree and the diploma in financial planning. Ken first became interested in investment theory immediately following graduation, whilst acting as a consultant to the Investment division of Pearl Assurance, and has over the years accumulated a wealth of experience in creation of investment products and services. Ken lives in Bromley, is married and has two daughters. Contact Ken

Jeremy Boyd MBA Dip PFS - Branch Manager (Cambridge)

Jeremy has been working in the financial services since 1992 and joins from Price Bailey where he was Financial Services Manager. As well as being an experienced IFA Jeremy has experience as a private banker in the City of London and roles with two large life assurance companies. He has a wealth of experience in pension schemes, retirement solutions, investments and use of trusts to efficiently transfer wealth across generations. Professional Qualifications include an Economics Degree, an MBA and the diploma in financial planning. Jeremy lives in the Cambridge area, he is married and has three children. Contact Jeremy

Tim Cotton APFS, CFP - Branch Manager (Bournemouth)

Tim has many years experience in personal, private and trustee wealth management. Tim is both a Chartered and Certified Financial Planner and joined Money Wise in January 2010 as Branch Manager of our Bournemouth Office. Tim gained his real interest in the theory of money whilst studying at the London School of Economics as a student of Mervyn King. Prior to joining Money Wise, Tim was a senior adviser at Grant Thornton for 7 years and has guided numerous clients by combining robust financial modeling with an in-depth knowledge of investment products and markets. Tim started his career in finance as an equity trader with the investment bank SG Warburg and has worked on the London, New York and Johannesburg stock exchange floors. Contact Tim

Nick Twist Dip PFS - Branch Manager (Bath)

Nick is married and lives in Bath. He joined Money Wise in August 2002 and has worked his way up from being a graduate trainee to Branch Manager. Nick specialises in retirement and investment planning. Nick has the Diploma in Financial Planning and is currently studying for his final Chartered examinations. Nick is a keen sportsman and continues to play rugby and cricket for local Bath teams. Contact Nick