Co-Founder and CEO
Darion is a fully qualified actuary and pension transfer specialist, with over 20 years’ experience advising clients across a wide range of pension issues in the UK and internationally.
As well as guiding the company strategy and retaining an involvement with clients, Darion has undertaken many key note presentations, been featured as a pension specialist on the BBC and been invited many times to assist large pension providers (local and international) with pension product design and strategy.
Outside of work and travel, he enjoys spending time with his family, music and triathlons.
Head of Operations
Jackie is responsible for the operational functions of the business ensuring the client and service proposition is delivered in an efficient, robust and compliant manner. Jackie has a proven track record of leading delivery in the areas of pension and wealth management.
With over 20 years’ experience in financial services operations, Jackie is a methodical and organised planner disciplined and dedicated to providing a first class service to all stakeholders.
Outside of work, Jackie enjoys hitting the open road and exploring the UK and its spectacular scenery in her VW campervan.
Vikki ensures our office runs smoothly and provides the backbone to our systems and processes – so we can deliver the best possible service to our clients.
An expert in her field, Vikki has been an Office Manager, Team Support Officer and Teacher, and in her free time enjoys dancing and reading.
International Financial Consultant
Originating from South Africa, Steve has over 25 years’ experience in pensions and wealth management across jurisdictions.
Steve specialises in compliant financial solutions for UK nationals and emigrants in Australia. He has advised many high-net-worth individuals – and worked with several leading multinationals including La Mondiale, AMP and Canada Life.
Financial Adviser (Pension Transfer and Investment Specialist)
Darren is a Fellow of the Personal Finance Society and Chartered Pension Transfer Specialist. With over 20+ years’ experience advising on all types of UK pension schemes his specialisations include advising clients on Personal Pensions including SIPP’s, final salary pension transfers and company directors with regards to company SSAS’s. Outside work Darren is a keen long distance runner, enjoys reading crime novels and renovating his cottage.
Senior Pensions Administrator
Jayne has worked in financial services for over 25 years, being Diploma qualified, having previously worked as a financial adviser with HBoS, specialising in the at-retirement market. Outside of work Jayne enjoys hiking, running and studying with the Open University.
Senior Pensions Administrator
Leanne has considerable experience working as a pension administrator, including specialising in final salary pensions at a senior level. Prior employers have included Legal and General, Equiniti, and working on large well known UK pension schemes. Leanne has also served as Acting Special Sergeant in the Metropolitan Police. When not at work, Leanne enjoys spending time with her family, adventure sports and reading.
International Tax Accountant (affiliated)
With over 20 years international tax experience, Juliet is a specialist UK tax accountant who advises clients on a range of complex UK tax and property issues.
A UK expat herself with over 20 years’ experience in this field, Juliet understands our clients’ complex challenges well.
Catherine is a qualified accountant with over 10 years’ financial services experience.
She looks after accounts and budgets at PX Pension Exchange.