Profiles at Rowan & Co. Capital Management PLC
Bath Office
Christopher Williams (Financial Planner)
Christopher holds an Honours degree in History and Economics from Manchester University. As well as holding the Advanced Financial Planning Certificate he is one of the few advisers to be accredited a “Certified Financial Planner” and was recognised as ‘Estate Planner of the Year’ in 2001 by the Society of Financial Advisers (SOFA).
Andrew Page (Financial Planner)
Andrew joined Rowan over 5 years ago after 14 years service in a variety of Financial Services roles. He holds the Advanced Financial Planning Certificate and is an Associate of the Institute of Financial Planning. Particular areas of expertise and interest are generic financial planning, Investments, Inheritance Tax and Trusts and Long Term Care.
Bournemouth Office
Adrian Windsor (Director)
Adrian started in the Financial Services industry in 1988. He was made a Director of Rowan in 2001. He specialises in Investment and IHT planning.
David Stocks (Director)
David joined Hambro Life in 1977 as a Financial Adviser. He left in 1986 to become a director of a firm of independent financial advisers based in Bournemouth. Remained as principal of the company until May 2002 when it merged with Rowan & Co. David was appointed a Director of Rowan in May 2006. His particular field of expertise is Investment and Financial Planning.
Adam Hughes (Investment Manager)
Adam holds an Honours degree in Engineering & Business Development. He joined Rowan & Co in 1995 and holds the Investment Management Certificate of the Institute of Investment Management and Research. As part of the investment team he is responsible for managing portfolios on behalf of private clients and pension funds. Adam is also the lead manager for the CF Rowan Portfolio unit trust which won a prestigious Multi Manager award in 2004.
Charles Pasamar (Financial Planner)
Charles has over 20 years experience in Financial Services. Prior to joining Rowan in 1998 he worked for Sir John Templeton and American Express. He specialises in estate planning for Inheritance Tax purposes and Investment management advice.
Mark Keats (Financial Planner)
Mark has been working in Financial Services since 1985. He joined Rowan in 1998 when his former company was acquired by Rowan and he specialises in Estate Planning and Investment planning.
Michael Neve (Financial Planner)
After graduating from Leicester University with an Honours degree in Mathematics, Michael worked for two major life offices in various capacities before becoming a Financial Adviser in 1993. Michael joined Rowan in 2005 as a Financial Planner. Michael holds the Chartered Insurance Institute’s specialist taxation and trusts, investment planning and pensions qualifications.
Taunton Office
Louis Crooks (Director)
Louis has been advising Private and Corporate clients since 1978. He started Avon & Somerset Financial Services Ltd Taunton in 1984 and joined the Board of Stafford House Investments Ltd in 1991 following a company merger. He was appointed a Director of Rowan & Co. in 1999 when the two companies were merged.
Andrew Mayne (Financial Planner)
Andrew joined Rowan as a Financial Planner in October 2001. Previously Andrew worked in the Banking Sector as a Financial Adviser. Andrew advises on all aspects of Financial Planning and is a specialist in Lifetime Mortgages.
Matthew Davis (Financial Planner)
Matthew started in the financial services industry in 1986 and worked for two large Assurance Companies. He joined Rowan in March 2000 as a Financial Planner; specialising in mortgage advice.
Christopher Gibson (Financial Planner)
After 18 years as Financial Adviser and Sales Manager with Prudential. Christopher joined Rowan & Co. in September 2001 providing financial planning advice to private clients and businesses, in conjunction with their respective Accountants and Solicitors.
Nick Webb (Financial Planner)
Nick joined Rowan in March 2000. He has over nine years experience, originally working as a paraplanner. He specialises in financial planning advice and wealth management for individuals, trusts, self invested pensions and businesses.
Robert Cowburn (Financial Planner)
Robert joined Rowan in 1993 and provides a broad spectrum of advice to individual clients, corporate clients and professional connections. Investment forms the core of the advice provided and Robert also holds the Chartered Insurance Institute’s specialist pensions qualification.
Colin Paddon (Financial Planner)
Colin joined the Financial Services Industry in 1979 and has undertaken a variety of rolls. He joined Rowan in 1998 as a Financial Planner and looks after a number a high net worth clients. The majority of his work centres around Investments, Inheritance Tax planning and Pension planning.
Torquay Office
Paul Matthews (Financial Planner)
Born and educated in Torquay, Paul has been in the Financial Services industry since 1989. Prior to that he was the Financial Director of his family business in the town. His particular areas of expertise are Financial Planning, Investments, Inheritance Tax and Trusts and Long Term Care.
London Office
Christopher Watkins (Investment Manager)
Christopher has been advising clients and managing private client and small company pension portfolios for 25 years. He joined Rowan & Co. in 1987 and is based in our London office.
