Meet our team
Scott Tindle, CFA
Founder and Director of Wealth Management
Scott is a passionate advocate for his clients. Whether working with grandparents on the eventual transfer of their wealth, helping an entrepreneur plan for the sale of their business or advising any of his other clients, Scott is a steadfast source of guidance, service and integrity.
Scott spent seven years working as part of Barclay Capital's equities department where his clients included some of the world's largest institutional investors. He became a CFA charterholder in 2012. After leaving Barclays, Scott co-founded Finimize, a venture capital-backed fintech firm that was subsequently acquired by the financial services company Abrdn. He founded Tindle Wealth Management in 2017.
Scott is a keen golfer and an improving DIY'er around the house, which he shares with his wonderful and supportive wife Jemima and Skye, their Labrador.
Download Scott's 'Statement of Professional Standing' here.
Founder and Director of Wealth Management
Scott is a passionate advocate for his clients. Whether working with grandparents on the eventual transfer of their wealth, helping an entrepreneur plan for the sale of their business or advising any of his other clients, Scott is a steadfast source of guidance, service and integrity.
Scott spent seven years working as part of Barclay Capital's equities department where his clients included some of the world's largest institutional investors. He became a CFA charterholder in 2012. After leaving Barclays, Scott co-founded Finimize, a venture capital-backed fintech firm that was subsequently acquired by the financial services company Abrdn. He founded Tindle Wealth Management in 2017.
Scott is a keen golfer and an improving DIY'er around the house, which he shares with his wonderful and supportive wife Jemima and Skye, their Labrador.
Download Scott's 'Statement of Professional Standing' here.
Karan Shanmugarajah, CFA
Karan has over a decade of experience managing investments for private clients including more than five years at Barclays Wealth in London. Karan serves on TindleWealth's investment committee, where he utilises his experience and knowledge to ensure our clients receive the highest standard of investment management.
Karan has over a decade of experience managing investments for private clients including more than five years at Barclays Wealth in London. Karan serves on TindleWealth's investment committee, where he utilises his experience and knowledge to ensure our clients receive the highest standard of investment management.
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Jamie Fergusson & Stephanie Evans
Financial Advisers
Jamie and Stephanie, who work primarily at a separate financial advisory firm, support TindleWealth and our clients by providing them with additional financial planning expertise when required. They have collectively spent over three decades advising private clients. With Jamie and Stephanie on our team, we are able to ensure that our clients receive the most appropriate advice even when their circumstances are particularly complex.
In the video below, Scott and Jamie discuss how Jamie and Stephanie support the clients of TindleWealth.
Financial Advisers
Jamie and Stephanie, who work primarily at a separate financial advisory firm, support TindleWealth and our clients by providing them with additional financial planning expertise when required. They have collectively spent over three decades advising private clients. With Jamie and Stephanie on our team, we are able to ensure that our clients receive the most appropriate advice even when their circumstances are particularly complex.
In the video below, Scott and Jamie discuss how Jamie and Stephanie support the clients of TindleWealth.
TindleWealth partners with Raymond James Investment Services Limited for client reporting, trade execution and other administrative services. Its parent company, Raymond James Financial Inc., is a Fortune 500 company with over 3 million client accounts and over £500 billion of client assets globally. Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
Clients' investments are stored at Pershing Securities Limited, one of Britain's largest custodians with over £70 billion of client assets. It is part of the Bank of New York Mellon Corporation, which has over $38 trillion in client assets under custody and administration globally. Pershing Securities Limited is authorised and regulated by the Financial Conduct Authority.
This setup provides independent monitoring of our clients' investment performance and safeguarding of their investments. Our clients never deposit their money directly with TindleWealth. Instead, we partner with these 3rd party institutions in order to protect our clients' investments and to enhance our credibility. You can read more about the safety of our clients' assets here.
In the video below, Scott speaks with Cynthia Poole, Director of Relationship Management and Business Support at Raymond James UK, about the role that Raymond James plays in supporting the clients of TindleWealth.
Clients' investments are stored at Pershing Securities Limited, one of Britain's largest custodians with over £70 billion of client assets. It is part of the Bank of New York Mellon Corporation, which has over $38 trillion in client assets under custody and administration globally. Pershing Securities Limited is authorised and regulated by the Financial Conduct Authority.
This setup provides independent monitoring of our clients' investment performance and safeguarding of their investments. Our clients never deposit their money directly with TindleWealth. Instead, we partner with these 3rd party institutions in order to protect our clients' investments and to enhance our credibility. You can read more about the safety of our clients' assets here.
In the video below, Scott speaks with Cynthia Poole, Director of Relationship Management and Business Support at Raymond James UK, about the role that Raymond James plays in supporting the clients of TindleWealth.