Jeff has over 30 years’ experience in Banking across a range of specialisms, including Corporate Banking, Real Estate lending and Private Banking & Wealth Management.
Most recently he was Head of Banking at Duncan Lawrie, a boutique private bank and wealth manager where he was responsible for all aspects of leadership, strategy development, business results and people management.
Jeff’s ethos has always been about building strong relationships and helping his clients achieve their business and personal goals and ambitions. Away from work, Jeff is Director of Rugby at Clevedon Rugby Club, a keen golfer and enjoys all sports, travelling, reading and long walks with his dog.
He is a member of the Finance and Investment Committee of Quartet Community Foundation and an Associate of the Chartered Institute of Bankers.
In founding Otium Partners, his aim is to provide family clients with an exceptional service, based on complete trust, that encompasses all aspects of their long-term planning as well as their day-to-day needs.