Succession Advisory Services Ltd.

Ray Pierce
Chairman

Ray is a seasoned executive with significant experience at FTSE 100 Main Board level, and has spent some twenty years in the financial services industry. Appointments include Chief Executive of Robson Rhodes, a Main Board Director of Guardian Royal Exchange plc, Chairman of Engage Mutual Assurance, Chairman of Guinness Flight VCT plc and a recent appointment to the Board of Tesco Bank.

Simon Chamberlain
Chief Executive

Simon has a financial services career built on value creation. Initially as a founder and leading partner in J Rothschild Assurance, now St James's Place Capital, which floated in 1997 and in 2010 had an estimated value of £1.24bn; and later as National Development Director for Zurich Advice Network where 5,000 advisers were integrated into an innovative and structured business model. Simon then founded the Thinc Group, which grew to 900 advisers generating £75m turnover and an asset base of £3bnfum, and which was sold to Axa in a deal worth £100m.

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John Davey
Non Executive Director

John was the Chief Executive of Spearpoint Limited prior to its acquisition by Brooks Macdonald. Prior to this John was the CEO of Collins Stewart Wealth Management, and has also worked with Kleinwort Benson and Coopers & Lybrand.

Paul Morrish
Corporate Director

Paul spent seventeen years as a senior banker including roles as UK Managing Director and Board member both of Barclays Savings and Investments and then the full Barclays UK Retail Bank business, accountable for over £3bn of annual revenues and some 12m customers. Paul has significant corporate experience including finance, business and sector structures, M&As, strategy and plan development and execution, business turnarounds, growth and value creation.

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Tim Parsons
National Relationship Director

Tim has a background in the IFA sector having developed financial planning divisions both for Accountancy and Legal firms. His last business was acquired by the Thinc Group where he went on to manage a significant client segmentation and asset transition programme of £600m of funds to a structured administration and investment process.

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Ian Shipway
Chairman of the Investment Committee

Ian is a highly qualified financial planner and has been at the forefront of the development of the financial planning profession in the UK since 1995. He has served as President of the Institute of Financial Planning and sat on the international FPSB Council.

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Richard Rhodes
Commercial Director

Richard's career in financial services started with Merrill Lynch, which he joined as a newly qualified accountant. He quickly gained a reputation for change management, innovation and leadership. Fast tracked through corporate, investment banking and private client divisions he became CFO of the International Bank division before taking a 3 year career sabbatical overseas, where he successfully developed a portfolio of small businesses. Richard joins Succession as Commercial Director having worked as Spearpoint's UK divisional COO for the last two years.

Christian Captieux
Compliance Director

Christian joined Succession from Towergate Financial where he spent three years in a policy/regulatory role. Responsibilities included providing compliance input into strategic projects, advising the Executive on the impacts of emerging regulation and providing guidance and support to compliance oversight officers in acquired IFA businesses. He was also a founding member of the Group Investment Committee. With over 15 years experience in financial services, Christian has gained considerable compliance knowledge and experience via roles with a Network, National and IFA Consolidator. A Chartered Financial Planner and Fellow of the Personal Finance Society, Christian is responsible for all compliance and regulatory matters at Succession Advisory Services.

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