About Bordier Wealth Planning

About Bordier Wealth Planning

A fifth-generation family business

  • Stability and continuity of ownership are what sets us apart
  • No external shareholder pressure means we take the long-term view
  • The Bordier Group is directed by three Managing Partners who carry unlimited liability
  • Financial strength is a key focus with prudent and cautious approach as Switzerland’s largest partnership bank

No conflicts of interest

  • Open architecture to work with the best managers and products
  • No bias towards in-house funds or products
  • Alignment of interests – we sit on the same side of the table as our clients

Planning and advice the way it ought to be done

  • We designed our service the way we would want to be looked after ourselves
  • Working alongside your other professional advisers
  • We explain things in clear language, without using jargon

Our wealth advisory values

We believe that individuals and families should be informed and equipped to maintain and enhance their chosen lifestyle, while at the same time protecting their wealth for generations to come.

Our service is built around your position using the following components:

  • A comprehensive plan
  • The right legal framework
  • Effective tax strategies
  • Risk-adjusted investment management
  • Clear and timely communication
  • Transparent costs

Core stages for providing advice

Initial no obligation assessment

Proposal issued to set out the services that we feel would benefit you and the costs

Advice meeting held and recommendations issued

The wealth planning cycle

As part of our discussions with you, along with working closely with your professional advisers, including solicitors and accountants, we will:

Our team

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Simon Skerratt-Williams

Head of Wealth Planning

As Head of Bordier Wealth Planning, Simon oversees our team of wealth planners as well as providing a wide range of financial advice to clients.

For more than 30 years, since graduating in Law from Southampton University, Simon has been providing advice to private clients out of a broad range of leading financial institutions including traditional investment managers, global investment banks and a multi-family office.

As well as amassing a significant level of technical expertise, Simon has gained an innate sense of what is right for private clients through many years of practical experience.

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Andrew McCulloch

Senior Wealth Planner

Andrew joined Bordier Wealth Planning in 2022 and has over 20 years’ experience in working with private clients, charities and trusts.

Andrew enjoys advising a broad range of clients, with a particular specialism in working with private equity partners and business owners. Andrew joined from 7IM, where he was a Private Client Director for the last seven years. He also spent eight years at UBS Wealth Management as a Client Advisor, giving him experience and practical expertise in a wide range of planning and advice.

He is a Chartered Wealth Manager and qualified financial planner, as a member of the Chartered Institute for Securities & Investment (CISI).

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James Wilson

Senior Wealth Planner

James began his career in 2016, having studied law at Abertay University and University of Edinburgh. James spent six months as a commodities broker before joining Brooks Macdonald as a financial planning trainee; subsequently joining Bordier Wealth Planning in 2021.

James advises clients on a broad range of matters, including investment structuring, tax planning, estates and trust planning as well as pensions. James also has experience in working with other professionals to provide solutions for clients with international planning requirements.

James is a member of the Chartered Insurance Institute and holds the Diploma in Regulated Financial Planning.

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Eli Moaksom

Wealth Planning Assistant

Eli joined Bordier Wealth Planning in 2022 as a Wealth Planning Assistant after graduating from the University of Bristol with a BS(Hons) Business Management degree. She has previous experience in administrative roles, involving working alongside clients.

Eli is currently studying towards her CII Diploma in Regulated Financial Planning.

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Cheryl Hatfield

Client Services Administrator & Business Support

Cheryl has worked within financial services for over 35 years and joined Bordier UK in 2018, having started her career at Coutts Private Bank.

Cheryl has significant experience in dealing with private clients and providing the highest level of service across a broad range of matters. Cheryl supports our Wealth Planning team as well as the broader Bordier Group.