The Directors of Ad Valorem Wealth Management Solutions Limited are Derek Baptist (Managing Director and Head of Wealth Management), Ceri Robbins (Financial Planning Director), David Hesketh (Perspective Corporate Development Director), Julie Hepworth (Perspective Group Regulatory Director).
Jon Salt (Chartered Accountant) heads up the support team as Ad Valorem Wealth Management Solutions Limited’s Financial Controller. Andrea Harvey is our Client Services Manager who is responsible for compliance support and customer processes support. Our principal administrators are Michelle Thursfield and Laura Bloor. Ashley Baptist has joined the team as a Trainee paraplanner. Ashley graduated from Manchester Metropolitan University with BA(Hons) degree in Business Management. He is now completing his professional financial planning qualifications as he develops his career with Ad Valorem.
Derek C Baptist ACSI
On leaving the RAF he joined the Financial Services profession and held senior roles at Equitable Life before joining Scottish Widows where he was Head of the Financial Planning Unit and was the senior authorised adviser in the company responsible for the advice provided by Scottish Widows sales force. Derek became an Independent Financial Adviser in 1997 and was a Director of a substantial regional independent financial practice before joining AWD Thomsons as a Divisional Director of the national practice.
Derek founded Ad Valorem Wealth Management LLP with Ceri Robbins in 2010 and became the firm’s Managing Partner before undertaking the role as Managing Director and Head of Wealth Management in Ad Valorem Wealth Management Solutions Limited.
Derek was one of the first advisers in the UK to hold the full Advanced Financial Planning Certificate which he attained in 1994. Derek holds advanced level qualifications in Taxation and Trusts, Business Financial Planning, Personal Financial Planning and Pensions. He is an Associate of the Chartered Institute for Securities & Investments.
Derek can be contacted on email@example.com
Ceri H Robbins BSc (Econ) ACSI Chartered Financial Planner
Ceri graduated with an Economics degree and on leaving University joined a Dutch shipping company as a Graduate Trainee. He subsequently joined the European division of an American Fortune 500 company where he became Business Manager and travelled extensively throughout Western Europe including frequent visits to the manufacturing plant in Sweden. He was relocated from the London office to Manchester in 1993.
Ceri joined the Financial Services profession in 1995 with Scottish Widows initially and subsequently with Equitable Life. He became an Independent Financial Adviser in 2001 and co-founded Ad Valorem Wealth Management LLP with Derek Baptist in 2010. Ceri has subsequently become Financial Planning Director for Ad Valorem Wealth Management Solutions Limited.
Ceri holds Advanced Level qualifications in Taxation and Trusts, Pensions, Retirement Planning and Pension Investment Planning. He holds the full Advanced Financial Planning Certificate and is an Associate of the Chartered Institute for Securities & Investments. Ceri achieved the Chartered Insurance Institutes Chartered Financial Planner status in June 2012. Ceri specialises in Pensions, Investments and Trusts.
Ceri can be contacted at firstname.lastname@example.org