meet the team

This is an introduction explaining how our experts can support the advisers business etc.

 

Contact technical

Barry Foster Utmost Wealth

Barry Foster

Technical sales manager

Qualifications

  • FPFS
  • IMC
  • TEP
  • Chartered Financial Planner

Barry has been in financial services since 1997 and has held roles as a Financial Adviser and Business Development Manager before taking a more technical based route. He delivers workshops, seminars and technical assistance to financial advisers covering tax, trusts and pensions.

What was the last film you watched?
The Fifth Element – for probably the eighth time (there’s just something about Milla Jovovich’s performance!)

When you were young what did you want to be when you grew up?
An elephant, more specifically one of the “marching elephants” in The Jungle Book.

What do you enjoy doing outside of work?
My wife has recently started a smallholding and I find myself helping out a lot at weekends – building pig arcs, fencing etc and I enjoy managing a small area of woodland using my chainsaw.

Simon Martin Utmost Wealth

Simon Martin

Technical manager

Qualifications

  • APFS
  • TEP
  • Chartered Financial Planner

Simon has been in financial services since 1998 in a variety of roles. He is currently Technical Services manager for Utmost Wealth Solutions, providing technical assistance to internal and external customers. He is currently studying towards the Association of Tax Technicians (ATT) qualification and regularly writes technical articles for the trade press.

What was the last film you watched?
The science fiction film Arrival which was actually rather different to what I thought it was going to be; ‘twelve monkeys meets fire in the sky’.

When you were young what did you want to be when you grew up?
I always wanted to be an airline pilot. However, I recall years ago a gypsy knocking on the door of my parent’s house in Liverpool begging for money. She announced that I would end up working ‘overseas’ in either the police force or Insurance. I remember thinking that this was probably quite unlikely, but find it spooky to this day how accurate her predictions turned out to be!

What do you enjoy doing outside of work?
I enjoy photography and once came runner up with two photographs in the Isle of Man amateur photographer of the year awards. I also play guitar (badly) and am attempting to teach myself the piano; much to my wife and kids’ distress.

John Haley Utmost Wealth

John Haley

TECHNICAL SALES MANAGER

Qualifications

  • MSc (Financial Planning and Business Management)
  • FPFS
  • CFP
  • Chartered FCSI
  • Chartered Financial Planner

John has been in financial services since 1990 performing various sales based roles, before becoming a Technical
Sales Manager in 2006. John is a Fellow of both the Personal Financial Society and the Chartered Institute for Securities & Investments, as well as being a Chartered and Certified Financial Planner.

What was the last film you watched?
Braveheart – part of my teenage daughter’s ongoing education of classic films and guaranteed to make me shed a tear! Next – Ferris Bueller’s Day Off.

When you were young what did you want to be when you grew up?
The Six Million Dollar Man! (which, if you’re wondering, would be The Fifty-seven and a half million dollar man these days after adjusting for inflation!)

What do you enjoy doing outside of work?
Road cycling – which is pretty much also guaranteed to make me shed a tear when I tackle mountains such as Alpe D’Huez!

John Albon Utmost Wealth

John Albon

Taxation & trust specialist

Qualifications

  • APFS
  • STEP Certificate for Financial Planners (Trusts & Estate Planning)
  • Chartered Financial Planner

John has been in financial services since 1998 undertaking a variety of both technical and sales roles. He is currently the Tax & Trusts Specialist for Utmost Wealth Solutions providing technical assistance, both internally and to our distribution team, on both taxation and trust based issues. He is also the lead contact for our UTAS service providing reports on trusts, wills and settlements.

What was the last film you watched?
Probably Buster; you can’t go wrong with a film about The Great Train Robbery and a Phil Collins soundtrack.

When you were young what did you want to be when you grew up?
Fairly stereotypical answer here; a train driver, a lawyer, a footballer or a cricketer. A Tax and Trust Specialist surprisingly never crossed my mind…

What do you enjoy doing outside of work?
Most (all?) of my spare time is spent involved in sports; I am goalkeeping coach at a semi-pro football club, captain of my local cricket team and can also be found on the tennis courts and, when the weather is inclement, snooker tables.

Chris Alford Utmost Wealth

Chris Alford

Technical officer

Qualifications

  • DipPFS

Chris has been in Financial services since 2009. After starting in a Customer Support role, Chris has worked in Utmost’s Technical team for the last 4 years. He has an in-depth knowledge of our product offerings and their taxation. He has recently enrolled onto the STEP Certificate in International Trust Management, which he will complete in early 2018. Beyond this, he intends to carry on studying in order to reach APFS status in the coming years.

What was the last film you watched?
Rocky, I like films and sport but there are very few good films about sport, Rocky is an exception.

When you were young what did you want to be when you grew up?
I always wanted to be a professional footballer, in fact I still do. Perhaps this means I’ve never grown up at all…

What do you enjoy doing outside of work?
Aside from sport, my other passion is food. I like to cook for family and friends or go out to eat at one of the Island’s many restaurants.

Ricarda Best Utmost Wealth

Ricarda Best

Trust company manager

Qualifications

  • DipPFS
  • TEP

Ricarda has been in financial services since 2000, working first as a private client adviser in two private banks, before moving into a technical tax and trust specialist role with Utmost. She took over the management of Utmost Trustee Solutions in 2011 and in addition to her operational role provides trust specialist support to colleagues, advisers and clients.
Go to Trustee Solutions

What was the last film you watched?
Guardians of the Galaxy on TV

When you were young what did you want to be when you grew up?
A showjumper – as a small child I liked jumping over flowerpots and shouting “clear round” apparently.

What do you enjoy doing outside of work?
Sailing or hill walking when the weather permits; music, theatre or a good box set when it doesn’t.

Tony Fields Utmost Wealth

Tony Fields

Head of Strategic Partnerships

Qualifications

  • FPFS
  • Chartered Financial Planner

Tony has been in Financial Services since 2001 and held a number of positions whilst working for AXA Wealth including running relationships with National Financial Planning Groups and subsequently leading the AXA Wealth Key Account team.

His role at Utmost includes having oversight for all Strategic Relationships and for leading the UK Technical team at Utmost. Tony is a Chartered Financial Planner.

What was the last film you watched?
Taken 2. Surprisingly it followed a similar theme to Taken 1!!

When you were young what did you want to be when you grew up?
To play for Manchester City. When growing up Shaun Goater played up front for City and so I thought I had a chance. “Feed the goat and he will score” as the saying goes.

What do you enjoy doing outside of work?
Taking my eldest to soccer tots on a Saturday morning. Outside of family time I have started competing in triathlon’s. A nice relaxing hobby!