QB Partner's objective is to give an adviser access the resources they need to transact business in a low risk, compliant manner.
QB Partners work with a number of industry experts on a regular basis and our Q and A expert panel has become a regular feature at our seminars.
Through our membership service we are able to give professional advisers greater access to these experts. This includes a search facility which can be used to see whether a question has already been asked and if it has, to see the answer. If the question has not been asked before the adviser can ask the question and QB Partners will pass it onto the relevant expert for an answer.
The following are the details of the experts currently available through our Expert Panel facility.
Director – STP Advisors
Matthew has been providing advisory services to trustees, tax advisers, law firms, and their clients for over ten years. This included several years with a trust company and QROPS provider in Guernsey. Historically his practice has been broad, encompassing all areas of tax and trusts law as they apply (in particular) to high net worth individuals and owner-managed businesses. However, more recently almost all of his time is spent advising on the UK law and taxation of domestic and offshore pension schemes.
Matthew is a solicitor and member of the Association of Pension Lawyers.
Head of Trust and Estate Planning at QB Partners
Bob has joined QB Partners to head up QTEPS (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, ACSI, CFP 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.
Managing Director of First Actuary Limited
David has a wealth of experience in delivering actuarial services to Channel Island and international pension schemes. Prior to establishing First Actuary, David worked for a Guernsey based firm of consulting actuaries, where he was responsible for business development and leading the delivery of pension and investment consulting services. He provides a range of consulting services to sponsors of occupational pension schemes, trustees, pension scheme providers and advisers.
David has a degree in Actuarial Mathematics and Statistics and trained as an actuary with Standard Life in Edinburgh and Generali Worldwide in Guernsey, becoming a Fellow of the Institute and Faculty of Actuaries in 2004.
Managing Director - MitonOptimal Portfolio Management (IOM) Limited
Alan is the Managing Director of MitonOptimal Portfolio Management (IOM) Limited and a Group Board Director of the MitonOptimal Group.
He is a Chartered Banker, a Chartered Financial Planner and a Fellow of the Personal Finance Society. His financial services industry experience began in 1986 and up to 2002 he worked for various banks as a Corporate Banker. In 2002 he established Blythe Financial which became a Chartered Financial Planner firm and merged this business with MitonOptimal in January 2017.
Alan is an experienced investment manager, financial planner and business manager having negotiated his business through the various challenges such as the market crash in 2008, implementation of RDR and reshaping his business model to cope with changing demands.
Director - bdh Sterling
Paul has been working in the financial services industry since 1991 and holds the advanced financial planning certificate. He has been advising on overseas pension transfers since 2004 and on QROPS since their inception in April 2006. Paul was invited by HMRC Pension Scheme Services, in February 2006, to their offices in Nottingham to discuss the QROPS legislation and helped to draft the frequently asked questions that appear on HMRC’s website. Paul regularly contributes quotes and QROPS articles to both the migration and financial press
David White has over 30 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 The QROPS Bureau and the ultimate delivery of the service and solutions which The QROPS Bureau offer to their members and other professional advisers.
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