0203 551 0160
Based in Marylebone
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FCA status: Certified by Firm
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's statusLast checked: 03 July 2026
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
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Recent Client Reviews
Russell has received 9 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Russell has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 02 March 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Qualifications Uploaded
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below9 qualification certificates available to view
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Russell has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowRussell has provided information on their typical fees
Russell has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 10 first impressions)80% of users who are not yet clients had a positive first experience with Russell
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 10 first impressions)
About
Chartered Financial Planner and Chartered Fellow of both the Personal Finance Society and Chartered Institute for Securities & Investment, with over 20 years’ experience advising successful individuals and families on pensions, investments and long-term wealth planning. I work with UK residents and internationally connected clients with £500,000+ in investable assets, many of whom are senior executives, business owners, retirees or families looking to structure and preserve wealth efficiently across generations. My work often involves helping clients simplify complex financial arrangements, improve tax efficiency and bring greater clarity and structure to their financial lives. This can include retirement planning, investment strategy, inheritance tax planning, offshore bonds, pension consolidation, Family Investment Companies and broader intergenerational wealth planning. Clients typically value not only the technical side of the advice, but also having an adviser they can build a long-term relationship with, someone accessible, pragmatic and focused on helping them make good decisions over time rather than reacting emotionally to markets or headlines. Advice is delivered in partnership with AES International, an award-winning Chartered financial planning firm. If you are looking for clear, strategic financial advice with a long-term focus, I would be very happy to arrange an initial discussion with you, without cost or obligation.