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Dexterity is a limited company; set-up in 2009
In readiness for the regulator's 2012 rules abolishing commission,
To align with the most modern practices; chiefly the internet, online investment platforms, and Exchange Traded Funds (ETF).
Dexterity is also an administrator of pensions for small companies; and offers trusteeship for those who prefer to delegate that responsibility.
We are a two-man team, and happy to remain so because, in highly-regulated activity, small is most simple and cost-effective.
I began work as an IFA in 1989. (Before that I was in the
submarine service.) The work I enjoy most is helping
people clear confusion and / or fear of error about money.
Much like a GP takes pleasure in patients self-managing their
own long-term medical health, I celebrate clients becoming
confident to self-manage their own portfolio of investments.
I own the company, but without Philip I'd be all at sea.
I started work with Stephen mid-2015. He meets our clients;
I manage the back-office work and systems. The division of
labour well suits our different dispositions and skills. I feel
fortunate Stephen likes Dexterity to be a very modern employer:
for instance, the company values equally our collaboration, so
the terms and benefits of our contracts are identical.