Our People
ADVISERS
ADMINISTRATION TEAM
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Michael Briggs
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Christine Kelly-Robinson
David, aged 38, joined TBO Investments Ltd. in Autumn 2000 having been with Legal & General since 1994 when he joined the industry. He is experienced in all aspects of financial planning to both individuals and companies. David is also a qualified mortgage practitioner and advises clients on residential and investment lending.He is married to Anna and has one daughter. He lives in Leeds and enjoys many sporting activities as well as trying to play the guitar. His particular favourites are rugby, golf & cricket.
Scott Robinson, aged 51, is a Graduate of Queens University, Belfast and has been in the Investment Industry for over 20 years. Achieving Executive positions within Irish Life Assurance Plc., Legal & General and J. Rothschild, he became an Independent Advisor in 1997 based in the City and joined TBO Investments in late 2000. Developing an expanding portfolio of small Corporate and high net worth private clients, Scott specialises in communications skills which are fulfilled though seminars on Investments, Inheritance Tax Planning and Employee Benefits.
Living in East Yorkshire with his wife Jeanette and four children. Scott has put behind him a successful Territorial Army career and now concentrates on studying the more cultural aspects of life when time permits.
Neil Pearce, aged 44 started his career in Financial Services at worked for two Independent Financial Advisers in the UK, where he focused on tax and investment planning for high net worth individuals. Since 1986 Neil has worked in Hong Kong, and attained senior positions at two international advisory firms, prior to setting up TBO Asia in 2003 as a founding Director.
Neil will utilise his experience in all aspects of Financial Planning in the International arena, and spearhead the expansion of the group into the Asian region. His vast experience and network of contacts in the International market will ensure that clients of the Group in Asia are assured of well researched and respected continuing advice, with particular emphasis on tax planning for returning expatriates of all nationalities.
Married to Ann, Neil lives in both Hong Kong and the Philippines. He will continue to travel extensively throughout the Asia region to service the company's extensive client network, consisting of both Companies and Individuals.
When possible, Neil continuously strives to lower his golf handicap.
Adrian is a graduate of Bristol University and a Registered Trust and Estate Practitioner who has spent much of his career designing and promoting successful tax planning products for financial institutions. A British-Maltese dual national, his time is divided between his office base in Malta and the Isle of Man, with frequent UK visits.
He has published numerous articles and spoken at conferences on the effective use of trusts for estate planning and inheritance tax planning. Adrian is 38, married with a daughter.
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ALEX MOON
Alex spent fourteen years with the Inland Revenue, reaching the level of District Inspector before leaving to head the consultancy division of a major international firm. He established AHM Taxation Services in 1989 to offer specialist advice in all areas of direct taxation, primarily to other professionals and their clients. These currently range from individuals through to PLCs, with the emphasis on owner managed business.
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