Russell joined the Group in 2017. His role is to help financial advisers develop their businesses and provide technical support on tax-efficient investing for their clients. This often involves working closely with other professionals such as accountants and solicitors across the country.

Previous experience

Russell has a wealth of experience in tax-efficient investing and helping advisers across the UK develop their business. He is an active member of the Personal Finance Society and has presented at a number of tier training sessions. He formerly helped establish Kuber Ventures, the first alternative investment platform, as business development director. He has also set up and ran his own business promoting tax-efficient investments to independent advisers and professional connections. Russell has worked in a number of roles over his considerable career for organisations such as Prudential, Old Mutual and Zurich both overseas and in the UK.