My predecessor, John Hewison, left this company in exceptional shape as he finally steps away from managerial duties and finally enjoys the fruits of his labour a little more. In saying that, John now assumes the role of Chairman on the Board of Directors and continues to manage a small portfolio of long-standing clients.

For 30 years now, Hewison Private Wealth has had one simple objective – to provide the highest level of professional advice and client service, focusing on achieving client goals.

In order to achieve this, Hewison Private Wealth’s business model was based on the following key foundations:

• An independent wealth and advice company that is owned solely by employees of the company.
• Fee for service
• Direct investment philosophy
• Innovation to improve client service delivery
• Promotion of the highest professional standards and accreditations
• Internal culture of teamwork, task ownership and empowerment   

As the incoming Managing Director, it is my intention to ensure that the foundations that have carried the business to the point it is today remain in place for the challenges that lie ahead. It is my intention to represent the clients, the staff and the business as a whole with enthusiasm and passion.

I will continue to promote the internal culture that will ensure we leave no stone unturned in order to continue improving our client service and management offering.

I would like to thank John and my fellow Directors for the opportunity to lead such a brilliant business along with all the wonderful clients we look after.