Next Generation Technical Support

Team

Our team

Andrew Dobson
Director - Business Development

07730 820118

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Andrew is a founding partner in the business alongside David White.

Andrew has over 25 years experience in financial services, having worked as a Sales Manager in both the onshore life and pension market, and the offshore bond sector, based in the Isle of Man. Prior to that Andrew has extensive experience working both as a specialist in tax and trusts and in UK pensions transfers with major UK life assurance companies.

From 2004 to 2006 Andrew was a tax and trust specialist at an Isle of Man offshore life assurance company. During 2007 and 2008 Andrew was an International Sales Manager at another offshore life assurance company.

Andrew's primary responsibility within QB Partners is sales and business development and he is highly skilled at assisting advisers to identify the correct solution to meet a client's needs.
David Stephenson
Business Development Manager

07507 477733

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David has worked in the Life & Pensions industry for 30 years mainly in intermediary sales, including the offshore bond market. For the last 12 years prior to joining The QROPS Bureau, he worked for one of the leading SIPP providers, based in Central London .

David brings to us a good deal of technical expertise in UK pensions particularly in the transfer / drawdown area. This means he can offer excellent judgement on the merits of offshore solutions when comparing these to a client's current UK situation.

David is responsible for developing IFA relationships in the London and South East areas.

John Clare
Senior IFA Support

01624 661232

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John has worked in the Financial Services Industry since leaving full time education. Whilst working as a Paraplanner for a small Financial Advisory firm, where he was later promoted to Financial Consultant, John acquired the CISI International Certificate in Wealth Management and is studying to progress with his qualifications.

John also gained valuable experience working with Financial Advisers at one of the leading Offshore Life Assurance companies, making him a good fit for the role of IFA Support.

John is responsible for supporting our sales team and assisting Financial Advisers, and along with Meghan is the initial point of contact for new enquiries from IFAs.
Andrew Burrows
IFA Support

01624 661232

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Andrew has worked within the offshore finance industry since graduating with a BA Hons degree in 1996. His experience of front line sales and sales support roles within the Offshore Life Assurance and Banking sectors has given him a wide breadth of knowledge to draw on.

Andrew is primarily responsible for providing proactive support to the front line Business Development and Technical Support functions at QB Partners, along with providing support to advisers and product providers that work with QB Partners.
Meghan Kennish
IFA Support

01624 661232

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Before starting at The QROPS Bureau in October 2015, Meghan worked for 3 years in an Offshore Life Assurance company in an Administration and Sales Support role, during which time she completed various CII exams and gained valuable knowledge of the offshore market.

Meghan particularly enjoys working with IFA’s and continues to assist them and intermediaries in her role at QB Partners.

Meghan is responsible for supporting Financial Advisers and new business administration, and is looking forward to developing her technical skills.
Bob Easton
Head of Trust and Estate Planning

07483 801318

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Bob heads up QB Partner’s Qualified Trust and Estate Planning Service. Bob is extremely well qualified for this role being a member of the Society of Trust and Estate Practitioners as well as holding the APMI, MCSI, CFPTM qualifications and a law degree.

Bob's specific experience includes advising clients and IFA’s on trust and estate planning solutions, insurance solutions, investment solutions and retirement planning solutions for local nationals, European and US expatriate clients in Hungary and the UK.
Scott Hood
Trust and Estate Planning Consultant

07495 568899

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Scott joined QB Partners in August 2018 as a Trust and Estate Planning Consultant.Scott is a Fellow of the Personal Finance Society, Chartered Financial Planner and law graduate. He has a broad background in financial planning with large financial services organisations both in the UK and internationally and is well known in the international financial services market.

Scott is a business protection specialist and has recently qualified to become a member of the Society of Will Writers.
David White
Managing Director

01624 661232

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David is a founding partner in the business alongside Andrew Dobson. In 2018 David was named as one of the top 100 industry influencers by International Adviser.

David has over 35 years experience in the financial services industry, with over half of that being spent offshore. David's technical background was in pensions, and he has been a SSAS pensioneer trustee and a staff pension scheme trustee as well as running personal and executive pensions. After that David's career developed into various management roles. From 1999 to 2004 David ran the Far East operation of a leading offshore life assurance company.

From 2004 to 2008 David was Sales Director of the same company and gained a significant amount of experience in the QROPS market over that period, prior to establishing The QROPS Bureau as a specialist in this area and other forms of overseas pensions planning.

David is a Chartered Insurer and holds the ACII qualification.

David is responsible for the overall running of QB Partners and the ultimate delivery of the service and solutions which QB Partners offer to their members and other professional advisers.
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