Our Team

We have built up a team, both in-house and using external professional specialists, to provide a high-quality and comprehensive service to our clients.

Click on the names bnelow to see more details of our in-house staff, or go ead further down to read brief details of our specialist advisers.

Accessing a specialist network

Clients have told us they want a one-stop shop, but with the best advice. Since "like attracts like", we have developed a highly skilled network that gives you access to the leading technical specialists in:

• Legal Services
• Equity Release Mortgages
• Direct Shares
• Estate Planning
• Finance
• Specialist Investment Instruments
• Accounting
• General Insurance

It has taken us considerable time and effort to select our chosen network partners. Each specialist represents a top professional in their field. This means that the best advice is only ever a phone call away. Access to such a network saves you time in seeking out other professionals to assist you in related financial matters.

The following is a list including some of our key relationships all of which become immediately available to clients of Turbin Wealth Management LLP:

Sanjay Rijsinghani - Discretionary Fund Manager
Sanjay joined Vestra Wealth from UBS WM (UK) Ltd where he managed institutional funds along with private client money. Previously he was an Investment Director at Laing & Cruickshank, and manager of the OM BD technology fund at Brewin. Sanjay specialises in managing global investment mandates with multi asset class solutions, and has developed the capability to provide a personalised options trading facility for private clients. For more details see www.vestrawealth.com.

Warren Hawkings - Wills & Probate Solicitor
The firm offers a comprehensive service on the preparation and alteration of Wills together with estate planning to help reduce exposure to Inheritance Tax and Capital Gains Tax. Our Partners are happy to act as Executors and Trustees. For more details see www.wortleybyers.co.uk.

Stuart McCallum - Chartered Accountant
Since attaining Partner status in 1993, Stuart has developed particular expertise in providing audit, accountancy and tax planning services to small businesses, family companies and groups with turnovers of up to £20million. He also advises on acquisitions, disposals and employee share benefits. For more details see www.tvmaccounts.co.uk

Geoff Charles - Equity Release Specialist
Bower Retirement Services is respected within the industry for being thorough and jargon free; our service for being friendly and our advisers for being long established experts in the field of equity release (Lifetime Mortgages and Home Reversion Plans). They have been featured in The Times and have won Best Financial Adviser at the SHIP Equity Release Awards 2009. For more details see www.bowermortgagecompany.co.uk

Peter Legg - Estate Planning Specialist
Peter began his career in the Capital Taxes Office of HMRC, where he worked for 18 years. A Fellow of the Chartered Institute of Taxation, Peter has sat on the CIOT™s Capital Taxes Technical Sub Committee and is a member of the Society of Trust and Estate Practitioners. For more details see www.ihtplanningmatters.co.uk

Please note that by clicking on the above links you will be leaving the regulated site of Turbin Financial Planning LLP: we are not responsible for the accuracy of the linked sites.