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Richard Hunter

Richard has spent the last 16 years in the personal finance industry, advising clients from all walks of life.

Over half of this time spent with high profile, ethical, IFA (Independent Financial Advisor) Holden Meehan. Starting as an advisor, he quickly moved to senior advisor, team leader, sales manager, and finally onto the board for 2 years as the London sales director.

During this time, he was regularly quoted in the personal finance sections of most broad sheets and tabloids, as well as making numerous appearances both on television and radio.

He left Holden Meehan in 2001 to build a business specifically tailored to meeting the needs of high profile achievers within sport, business and the creative arts.

 
Jenny Tozer

Jenny has spent the last 18 years in the financial services industry. Her background is in advising, stockbroking and asset management.

Jenny arrived in London from Australia in 1985. After reading economics at University, she began work as an equity salesperson with Hoare Govett, one of the big four UK stockbrokers.

In 1991, Jenny moved to Switzerland to do an MBA at IMD in Lausanne and then joined American management consultants, Booz Allen & Hamilton. During her seven years with the company, Jenny specialised in the evaluation, analysis and formation of corporate strategy in the financial services sector with a particular interest in the international asset management business. This provided an insight into the dynamics of the business, highlighting the strengths and weakness of the business models employed by the sector - a valuable analysis tool when structuring investment portfolios.

She has also produced and published several research pieces on asset management and other issues in the banking and finance industry.

Jenny returned to the client advisory function when she joined Fiona Price & Partners as a founding member of their high net worth team. The team focussed on the development of the client and product side with a strong focus on providing Women with holistic and dynamic financial planning tools, enabling them to take an active role in their financial affairs.

Jenny joined Equity Invest in 2004 as Senior Adviser for the High Net Worth Team.

Jenny has lived and worked in America, Hong Kong and Switzerland. She is married with 3 children and lives in London and Dorset as times permits.

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