Get to know Spencer
Spencer is a financial planner with 40 years of experience in the financial services profession and has advised a diverse range of clients since 1989.
Throughout his career, he has held a variety of roles within the profession, including advising doctors and dentists within a specialist business, managing a team of advisers within a national IFA firm, working within a regional legal practice, and leading the financial services arm of a regional accountancy practice. This breadth of experience enables Spencer to provide clients with a measured and comprehensive approach to financial planning, including retirement and investment planning, tax mitigation, Inheritance Tax strategies, and financial protection.
He enjoys helping clients understand their financial options and building plans that support their long-term goals, while working closely with clients and their professional advisers to provide reassurance and confidence about the future.
Outside of work, Spencer enjoys spending time with his family, exploring Yorkshire’s countryside and coastline, travelling, and discovering local wines and fine dining experiences.
The Financial Conduct Authority does not regulate tax planning, Inheritance Tax planning, or advice on trusts.
In the spotlight
Hawksmoor
Qualifications