Meet the team

 

Toby Bain APFS

Director and Chartered Financial Planner

Toby started his career in the North East at a family financial advice firm before moving to London where he worked with high net worth clients. In 2017, Toby settled in Bath with his partner, Sarah.

He is a Chartered Financial Planner which is recognised as the gold standard in the industry. Additionally, he was awarded the Cii Cass Prize for exemplary results in his qualifications.

In his spare time, Toby can be found very slowly climbing the hills of Somerset on his bicycle. Afterwhich, he enjoys a single malt and a good book.

 

Jack Haskins DipPFS

Director and Financial Planner

Jack has worked in the industry since graduating with a BA Hons in Economics. He has worked for a number of different companies as a Financial Planner across the southwest with a particular focus on retirement planning and investment advice.

Jack is married and has a daughter called Riley. Away from work, Jack enjoys spending time on the beach with his family and trying to reduce his golf handicap. He also enjoys playing and watching football when he can.

 

 

In Partnership

Matheson Charles is a member of In Partnership, a national group of Financial Advisers. We are very proud to be part of In Partnership as it gives us the benefits of being part of a larger organisation in terms of research, compliance and technology whilst allowing us to be a personal and bespoke financial planning business. Being part of the In Partnership gives us the following key benefits:

  • Robust compliance process

  • Ensuring we are up to date on evolving financial legislation

  • A wealth of research that informs our advice for clients

  • Independence. In Partnership champion independent advice and allow us to have the freedom to give unbiased advice to our clients