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 a rugby nut, having previously captained and been Director of Rugby and Chairman of Clevedon Rugby Club. He is a keen golfer and enjoys all sports, travelling, reading and long walks with the dogs.
He is a member of the Finance & Investment Committee of Quartet Community Foundation, the Capital Fundraising Group of Colston Hall/Bristol Music Trust and an Associate of the Chartered Institute of Bankers.
In founding Otium Partners, his aim is to provide 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.