Allan has operated at senior level in the financial services sector for over 30 years. He has a wealth of experience as an entrepreneur, innovator and investor in many businesses, including in financial services, investment platforms and networks, consumer finance, technology, food & beverage, restaurants, aviation, student lets and property development.
During the past 5 years since stepping away from full time corporate life he has further developed a range of business interests and additional skill sets, including as Chairman, NED, investor and trusted mentor to CEOs and business owners.
Having been in business since his early 20’s, he has served as Chairman or Chief Executive of Falcon Group Plc, Sumus Plc, Lighthouse Group Plc and many other subsidiary and associated companies. In more recent times he has served as Chairman of Money Wise IFA, is engaged in asset management with Rowan Dartington and is Chairman of the Clifton Club.
Subject to the specific circumstances and required approach, Allan is a hands on investor, focused on the high level strategy and tactics of the businesses he invests in, highly supportive of competent quality management and driven to ensure the achievement of agreed objectives.
Originally from Sweden, Allan has lived in Bristol since 1978. He is married and has two sons in their 20's.
Jerry has worked in the world of Private Clients for almost 35 years mainly providing wealth protection and succession planning solutions for wealthy UK families. This has included many aristocratic families but also first and 2nd generation entrepreneurs. Jerry has found the wealth of experience gained from ‘old money’ has huge benefit in application for ‘new wealth’. He has dealt with most financial structures and deals regularly with overseas issues. Jerry sits on the advisory boards as a non-executive of several major UK families and acts as personal trustee for their family trusts.
Jerry set up his own business, BPOS in 2014, a multi-family office providing strategic advice and administrative services, deliverable anywhere in the UK from its bases in Bristol and London.
Jerry has built up a huge network of established providers for any service a High Net Worth Individual would require, be it for the purchase of a grouse moor, a fine art dealer or an architect who specialises in Elizabethan buildings. A few phone calls can usually sort most issues! Also Jerry has very close relationships with most private banks, land agents and major law firms. Jerry headed up Smith & Williamson’s Private Client Tax Department in Bristol and was the main contact for their Family Office service in South West. Before joining Smith & Williamson, he previously worked for Saffery Champness for 28 years, where he was made a partner in 1990. In 1996, Jerry relocated to Bristol to open an office, building it to a team of 31 people.
A proud Cornishman, Jerry is a member of the MCC and a keen follower of country pursuits. He is currently the Chairman of the Bristol & North Somerset Committee of the Game and Wildlife Conservation Trust. Jerry is a Director and the Deputy Chairman of the Clifton Club and stays at the Farmer’s Club in London very frequently.
Julian is a native Bristolian and has spent all his working career in the city. In 1983, along with fellow director Allan Rosengren, he established Falcon Group plc which became a national financial services company. In 2005 the company was successfully listed on AiM and in 2008 it merged with another national IFA. Julian decided to step down to pursue other interests. Over the years Allan and Julian invested in various financial services companies which have since been sold for significant profits.
Since leaving his “proper job” Julian has enjoyed a portfolio career holding non exec positions and chairing a variety of AiM listed businesses. He currently Chairs privately owned telecoms business Pure Comms and also is a non exec of Bath based listed business 1pm Plc.
As well as directorships Julian has interests in both commercial and residential property development along with such businesses as plumbing and aviation. His passion has always been in aviation and Julian has held a professional pilots license for over 25 years, he regularly flies small jets for a Bristol company and is a Civil Aviation Authority examiner. This bit of his portfolio regularly takes him on trips all around Europe.
Outside “work” Julian is involved in a variety of pro bono organisations in Bristol including the Bristol community charity Quartet.
Married with two adult children he and his wife enjoy time in Cornwall where they spend a great deal of the summer.
Mark Mason is a serial entrepreneur. His first business was an advertising agency called Anderson & Lembke Bristol which he set up in partnership with a London agency. After 5 successful years he left in 1997 to set up Mason Zimbler, a technology focused digital marketing agency. The business quickly grew to 40 people but then was forced to cut back due to the perfect storm that was 911, Y2K and the dot com crash. After 2 years of treading water the company began to grow again and in 2007 Mark sold the business a large US company called Harte Hanks.
Following that Mark set up Mubaloo, an enterprise app development company. Employing 60 people, it was the most awarded agency in the UK. Mark sold the business in January 2016 to IPG Mediabrands.
Mark is now a non-exec director of 4 businesses including Business West. He is Executive Chairman of the hugely successful R&D Tax Credit Consultancy ForrestBrown. He is also a Governor of the University of the West of England and is on the Prince’s Trust South West Development Committee. In 2015 Mark was awarded an Honorary Doctorate in Technology for his contribution to business and technology. In his spare time he flies hot air balloons.
Charles is the managing partner and founder of Cook & Co Solicitors. The firm specialises in the corporate and media arenas combining a personal approach with pragmatic commercial advice. Charles can advise and act on company acquisitions and disposals, private equity transactions, shareholder agreements, joint ventures, share options, company group restructures and all forms of commercial agreements and matters with a regulatory or insolvency flavour. Charles has very strong links in both the investor and media community and has a particular reputation as one of the leading “deal makers” in the region. Charles has extensive experience of working with private companies, public companies, financial institutions, partnerships, private individuals and entrepreneurs.
Charles sat on the board of Gloucestershire County Cricket Club for 3 years where he was heavily involved in, amongst other things, the £6m redevelopment of the Bristol County Ground, the successful bid for the cricket world cup in 2019, England v India 2014 ODI, England v Sri Lanka 2016 ODI and the Madness concert in 2015. He is a member of the Clifton Club, is a keen shot and has been awarded the freedom of the City of London as well as being nominated for the “42 under 42” by Insider magazine and a top 40 “trailblazer” by the Business Leader in 2016.
Denis qualified as a Chartered Accountant in 1978 and became a Corporate Finance partner in Ernst Young in 1989. He was with the firm for 26 years, in London, Newcastle upon Tyne and, finally, Bristol before leaving in December 2001. He covered a very wide spread of businesses, and was involved in all stages of business development, from start-ups through acquisitions, mergers, and Stock Exchange flotations. Over 26 years, clients ranged from family businesses and large private companies to public companies including Hanson Trust, British Airways and Northern Electric.
In 2002 Denis set up a children’s animation business with two industry friends and they successfully produced one new series. Unfortunately they were unable to raise sufficient funding for further series and franchising developments, given the weak investing appetite after the TMT bubble burst.
In July 2003, Denis was headhunted by the Chairman of Zytronic plc, an AIM listed electronics group, manufacturing in the North East. It was at an early stage of developing a new patented touch sensor technology, for larger screen external use. At that time revenue was £5.7m (from a diminishing legacy business) and the loss was £0.3m. By April 2014, when he retired the business it had three factories, nearly 200 employees, annual revenue had increased to £19m, and PBT was over £3m.
OTHER MEMBERS INCLUDE
Andrew Fisher – Ashfield Land Ltd
Andrew Scott – Ascot Group (Holdings) Ltd
Brian Lovering – previously of Lovering Foods PLC
Gavin Hall – Clifton Park Associates
Hayden Rushton – Britannia Windows
Joanna Hellen – previously of Evercore Europe
Mark Allan - previously of Unite Students
Mark Taylor – Lactalis McLelland Ltd
Martin Griffiths – GGH Capital Limited
Mike Beesley – Resource Solutions Group Plc
Mike Thorne – West 2 Limited
Paul Brown – Mail Handling International
Robin Faber – Ashfield Land Ltd
Roger Gazzard – Exclusive Benefits
Tim Hamilton-Davies - M-Nectics