Areas of expertise
Investment management, entrepreneurs, family businesses, on and offshore, technology and media.
Fergus has worked in financial services since 1994. His client work includes personal wealth structuring for entrepreneurs, family groups and individuals. He works collaboratively with other advisers to help business owners achieve their goals.
He is equally at home advising landed families and he is experienced in dealing with the dynamics of extended families with multiple generations.
Fergus places great emphasis on strategic planning, looking at long-term goals and existing asset position before executing investment strategy. This integrates tax strategies alongside the investment process.
Fellow of the Chartered Institute for Securities & Investment (CISI) and Associate of the Chartered Insurance Institute (CII).