We believe that ‘treating customers fairly’ is about offering a first class business service to ensure a suitable/fair financial outcome. Our clients should be assured that this belief is embedded in the culture of our team.
Nigel began his career in the independent financial adviser sector in 1976 although in that time he has had just three employments prior to Autonomy Wealth. He has gained considerable experience in various roles including as MD, Operations Director, Compliance and Sales Management. However of most enjoyment for him has been providing advice and developing long term relationships with both corporate and personal clients. This has been achieved by demonstrating expertise and establishing the trust and confidence of his clients.
Nigel has been involved in all areas of individual financial advice and employee benefits. In recent years the focus of Nigel’s service to corporate clients either directly or through his advisory team has been the introduction of AutoEnrolment and for private clients it has been the proactive management of investments. Nigel is certainly well placed to advise clients on their pension options following the relaxation of the rules giving access to pension funds. Nigel’s last role was as MD of a subsidiary of Torquil Clark (now part of Bellpenny) where since 2008 he worked with Chris. It became clear very early that they were like minded in terms of what a good adviser needed to offer and therefore it has been a natural step forward to form Autonomy Wealth.
Nigel lives with his family in Shropshire. He was born in Leicester so naturally he supports the “Tigers” but enjoys most sport.
Chris is a Chartered Financial Planner and is active in retirement, investment and inheritance tax planning. He began his career in financial services at Torquil Clark in Wolverhampton in 2000, where he qualified as a financial adviser.
Chris spent 14 years with Torquil Clark before leaving to found Autonomy Wealth with Nigel. Chris believes that the most important qualities in an adviser are to be a good listener, to be available to clients and have an opinion.
You should take it as a given that we know what we are doing in terms of technical knowledge; so our focus is on practical solutions that make sure your money works for you and your family, maintaining your chosen lifestyle. A long suffering supporter of Everton FC, Chris is married with two children and thanks to the latter is currently taking a crash course in Harry Potter and Minecraft!
Craig has worked in financial services since 1991, attained Chartered Financial Planner status in 2009 and has now achieved Fellowship of the Personal Finance Society. His advanced qualifications include investment and inheritance tax planning and specialist pensions advice.
In 2003 he joined Torquil Clark where he forged a close working relationship with Nigel & Chris, his fellow Directors at Autonomy Wealth.
Being highly qualified and with more than two decades’ experience in delivering financial advice, Craig is well-placed to help clients understand the complexities of any financial arrangements they have and to adapt those plans as life changes. Craig works with each of his clients to establish a long-term relationship so they remain on course to achieve their aspirations. Craig believes that a good adviser knows why a client has invested, not just where.
Craig is married to Barbara. Out of the office Craig enjoys travel, the countryside, fishing and is slowly learning Turkish.
Donna has worked in the financial services industry since 1999, undertaking numerous technical and paraplanning support roles at both insurance companies and IFA practices.
At Autonomy Wealth, as the Technical Support Manager, she plays a key role by assessing the latest developments in pensions and tax legislation, as well as producing personalised client research and financial plans.
Donna is qualified as a Chartered Financial Planner demonstrating her commitment to personal development and professionalism in a fast-moving and ever changing industry.
Nigel Lloyd is a non-executive member of Autonomy Wealth’s Investment Committee. His career as a pensions and investment adviser started in 1973 with a national firm of insurance brokers. He joined Perkins Slade in 1982 to found the business that became PS Employee Benefits Ltd and latterly Torquil Clark Employee Benefits.
Nigel gained a wealth of investment experience over the last 40 years in a wide range of market conditions. He has always been willing to challenge standard industry investment thinking, which makes him a valuable member of the Committee.
As a wealth management specialist Nicholas, is skilled in the areas of portfolio management and investment planning, inheritance tax planning, general tax mitigation and pension planning, with an emphasis on SIPPS (Self Invested Personal Pensions) and SSASs (Small Self-Administered Schemes). He holds the Advanced Diploma in Financial Planning (AFPS) and has specialist qualifications for advising on Enterprise Investment Schemes (EIS) etc. Nicholas was an Assistant Examiner of the Private Client Investment and Management Diploma and holds an MBA.
Nicholas frequently works with accountants, solicitors and other tax advisors to provide clients with a comprehensive management of their financial affairs. As an experienced financial advisor Nicholas’ main focus is on high net worth individuals and corporate clients.
Nicholas invests considerable time and effort into his client relationships, in order to build up a detail knowledge of their aims and objectives. This is maintained through regular reviews, highlighting any areas where improvements can be made and working with his clients when and if their circumstances change.
Kira began her career in financial services when she joined Torquil Clark in 2011 to administer the in-house SIPP. Prior to that she graduated with a first class LLB (Hons) Law Degree from the University of Wolverhampton.
Kira joined Autonomy Wealth in 2016 and is fully involved in all areas of personal and corporate administration including client reviews, investment transactions and fees – no two days are the same. Kira prides herself on excellent customer service and believes that clients are at the heart of everything she does. She is always on hand to offer assistance and also to provide refreshments for office visitors!
Kira holds the Certificate in Financial Services (General Route) and the Diploma in Financial Planning.
In her spare time Kira enjoys taking her dog for long walks, spa breaks and cross stitch.
Originally from Shrewsbury, Jack joined Autonomy Wealth in the Summer of 2020 as a qualified Paraplanner. Aiming for Chartered status, he is eager to quickly become diploma qualified to provide financial planning advice and is excited to begin building his own long-lasting client relationships.
With his peak years in his career ahead of him, Jack was drawn to Autonomy Wealth’s ethical and compliant approach to ensuring the best possible outcomes for their clients. He has enjoyed settling into his new role and is looking forward to a long and fulfilling career with Autonomy Wealth.
Outside of his work, Jack follows Manchester United closely but is an avid fan of both watching and playing football. More recently, he and his significant-other have brought home a lovely red Labrador, Freddie, and are enjoying lots of walks around Shifnal where they live.