Giles Pidcock – Director, DBA Wealth Management Ltd
Giles Pidcock is a career financial planning professional with twenty years experience of advising families, individuals and trustees.
He is a graduate of the University of Leeds where he gained a BA Joint Honours in Economics and Geography. He started his career as an adviser with Endsleigh Insurance Services providing financial planning advice to graduates and members of the academic community. In 1993 he joined Verdi Bowker & Bowker; a firm specialising in providing advice to doctors, veterinary surgeons, solicitors and other professionals. Here Giles developed a reputation for his ability to explain the most complex financial issues to his clients in clear and understandable terms.
In 1996 Giles co-founded Baxter Fensham Limited, an independent financial advisory firm. Baxter Fensham soon became an industry leader in charging fees for impartial financial planning advice rather than following the more traditional UK commission based approach. During the next nine years Baxter Fensham grew to become a highly respected fee based financial planning firm; a reputation that was further enhanced in 2004 when Giles worked in conjunction with Lew Howes to develop a structured and academically sound investment service to compliment the strategic financial planning already being offered.
Giles is a member of the Institute of Financial Planning and one of only approximately 600 individuals in the UK to hold the Certified Financial Planner (CFP) licence.
Lewis Howes – Director, DBA Wealth Management Ltd
Lew Howes is a career financial professional with many years of board level experience in global companies.
Lew began his career in financial services, holding senior positions in major West Coast US banks where his activities involved capital markets, corporate finance, and treasury. Prior to moving to London in 1991, he served as Senior Vice President and Assistant Treasurer of Security Pacific Corporation (‘SPC’), at that time the fifth-largest bank holding company in the United States. At SPC, he was responsible for the global issuance of all debt and equity securities by SPC in public and private markets. He also played a supporting role in the establishment of investment portfolio strategies and criteria for the Security Pacific pension plan.
Lew moved to London in 1991 to join Inter-Continental Hotels and Resorts, the FTSE 100 global hotel company, where he served as Group CFO in the late 1990s. At Inter-Continental, he was directly responsible for developing and implementing investment portfolio strategies for the group’s pension plans worldwide.
After leaving Inter-Continental in 1998, Lew served as the Chief Operating Officer of Nomura Principal Finance Group (now Terra Firma Capital Partners), a leading European private equity organisation and as the Group CFO of a major pan-European hospitality technology company.
Lew is focussed on developing investment methodologies that enable individual and private trust investors to benefit from techniques historically available only to large institutional players such as pension funds.
Lew is a trustee of the Inter-Continental Hotels Group pension scheme, where he shares responsibility for the prudent investment of assets in excess of £260m.
He holds the Certificate in Financial Planning, a bachelors degree in Economics from Stanford University and an MBA in Finance from the University of Southern California.