STEP Cheshire Conference, 23 March 2023

David Mellett

Managing Director (North)

• Chester
• david.mellett@closebrothers.com
• +44 (0)7927 578 091

David is responsible for Advice and Client facing functions across the North. Experienced in Leadership & Wealth Management with a deep and extensive career working in the Wealth & Investment Management industry responsible for the management of specialist advisers across Advice, Asset Management, Investment Advisory and Estate Planning.

Prior to joining CBAM, David was Divisional Director for Santander Wealth Management, responsible for Investment advice across Northern England, Scotland and Northern Ireland. Previous to this, he was a Regional Head and Investment Director for the North at Kingswood Group responsible for all Advice and Investment Management functions.

David also spent 11 years with Barclays Wealth & Investment Management, latterly as the Director of Manchester & North West, where he led the Private Banking team focused on private clients and entrepreneurs, having being part of the leadership team since 2008.

David has over 20 years Wealth Management experience and is a Chartered Fellow and Chartered Wealth Manager member of the Chartered Institute for Securities & Investment.

Ed Brown

Investment Manager

• Chester
• ed.brown@closebrothers.com
• +44 (0) 1244 263 873

Ed joined Close Brothers in April 2020 as an Assistant Investment Manager for a new North-West Office. Ed started his career in 2014 in Sales and Trading derivatives in London, before moving to investment management at Rathbones in 2017.

Ed and the team provide Bespoke Investment Management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. Ed is a holder of the Chartered Financial Analyst designation. In his spare time he is either on Anglesey or in the waters around it.

Gary Taylor

Private Client Director, Chartered Financial Planner

• Chester
• gary.taylor@closebrothers.com
• +44 (0) 7734 234 971

Gary joined Close Brothers in January 2022 as a Private Client Director in our Chester office, specialising in Financial Planning. Gary has provided advice to high-net-worth individuals and business owners for over 30 years and is passionate about using his experience and expertise so clients can consider their future with confidence. Gary previously worked for Investec and Rathbones who are large wealth managers.

Gary specialises in providing holistic planning in the following areas:

• Tax and Investment Planning
• Estate and Succession Planning
• Retirement Solutions
• Cash Flow Modelling

Gary is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married with two daughters and enjoys walks with the family dog and weekends relaxing along the North Wales coastline.

Helen Gerrard

Managing Director

• Chester
• helen.gerrard@closebrothers.com
• +44 (0)203 961 8710

Helen joined Close Brothers in July 2020 as a Managing Director and Co-Head, with Nick Jackson, of a new North-West Office. Helen started her career at Rathbones, originally as a Dealer, before moving into Investment Management in 1994.

Helen and the team provide Bespoke investment management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. Helen is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. 

Nick Jackson

Managing Director

• Chester
• nick.jackson@closebrothers.com
• +44 (0)203 961 8710

Nick joined Close Brothers in July 2020 as a Managing Director and Co-Head, with Helen Gerrard, of a new North-West Office. Nick started his career in 1993 working in the City for James Capel before leaving to join Rathbones in 2002.

Nick and the team provide Bespoke investment management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. He is married with two sons and, when not scouring the markets for investment opportunities, enjoys the great outdoors of North Wales and the Alps.