Tristan joined Willson Grange in July 2017, taking up a financial advice traineeship with the St. James’s Place Next Generation Academy. He graduated from the Academy in September 2018, and was appointed as a qualified Financial Adviser in November 2018.
Prior to joining Willson Grange, Tristan completed a Master’s degree in Translational Medicine, then working to head the management of data in clinical trials for eight years. Tristan’s scientific background and leadership skills have given him a strong foundation that enable him to take a considered and analytical approach to wealth management. He combines this with a real sense of care for his clients and their differing situations.
Tristan offers a full range of financial planning advice to his clients, and is particularly keen to help individuals looking to build a secure future for themselves, as well as for their families.
"I’m passionate about getting to know my clients well so I can offer them not just the most up-to-date advice, but finely tuned personalised financial solutions that focus on the areas of their lives that mean the most to them."