Team of paraplanners

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Meet the team

Whenever we advise you as a client, we’re supported by a team of experienced ‘paraplanners’. It’s their task to research and identify the most suitable funds and products from the whole of the market. Because of our association with New Leaf, David (pictured left) has direct access to this team.

Headed up by Alex Darlow (pictured, centre) they enable us to provide you with a service specific to your needs. That preplanning team includes Alex McWhirter, Allan Mayhew and Charlie Joyce (pictured, right.)

David Gregory

Director

David has worked in Financial Services for 11 years, with a particular focus on Wealth Management. By collaborating closely with Solicitors and Accountants, he is able to provide a holistic and robust financial service to his clients.

With a keen interest in Economics and Financial Markets, David is committed to spreading financial literacy, and enabling people to achieve both their financial and lifelong goals.

George Worth

Business development manager

George is an extremely motivated individual who has excelled in a high-performing environments over the past eight years as a professional rugby player.

He is now looking to transfer those skilled into a career in financial advice, currently studying for CeMAP and DipFA and is a huge advocate for sports people preparing for their life after elite sport.

Alex Darlow

Head of Paraplanning

Previously an Investment Banker in Wall Street, Alex brings a wealth of experience to the paraplanning team.

Alex oversees our Investment division which includes running the Paraplanning department which is a vital part of the business.

Rachel Wheeler

Administrator

Rachel has many years’ working as a Personal Assistant / Legal Secretary.

She is highly organised, professional & friendly with good people skills and will work well with anyone.

She is an all-round player, and always strives to provide for the best outcomes for our clients.

Charlie Joyce

Paraplanner

As one of our team of experienced ‘paraplanners’, Charlie’s task is to research and identify the most suitable funds and products from the whole of the market.

This enables Off-Piste Wealth to provide you with a service specific to your needs.

Why we chose to be part of the New Leaf network

Off-Piste Wealth is an appointed representative of New Leaf Distribution who are authorised and regulated by the Financial Conduct Authority.

We chose to be a part of this particular ‘Directly Authorised IFA practice’ for a number of reasons – not least because they are truly independent and have access to the whole of the market.

Highly regarded and widely recognised

Founded in 2005 with an HQ in London, New Leaf is a privately owned family company with no debt. Highly regarded within the industry, New Leaf offers exceptional educational support to its growing community of advisors. Its founder utilises its profit to support numerous charities and local foundations.

New Leaf is proud to hold accreditations from National Skills Academy Financial Services (NSAFS); and also from the Ministry of Defence to train and support Armed Forces Leavers in Financial Services qualifications.

Authorised and regulated by the Financial Conduct Authority, New Leaf’s FCA Number is 460421, and their permitted business is Insurance, Mortgages, Investments and Pensions. You can view their website here: http://www.newleafdistribution.co.uk

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