Alun is a Fellow of the Institute of Chartered Accountants in England and Wales and founded Forward Group in May 2007. Alun has over 20 years experience of dealing with both onshore and offshore structures and multi-jurisdictional and cross-border taxation issues.
Alun originally trained with KPMG before working in a variety of accountancy and tax led roles within a number of financial services providers in Jersey.
Alun has a particular interest in fintech industries and working with the new wealth and technology creators.
Linda is a Fellow of the Institute of Chartered Accountants in England and Wales and a Fellow of Association of Chartered Certified Accountants, qualifying in 2001.
Linda joined the Forward Group in January 2017 bringing 25 years of experience dealing with onshore private individuals and corporate entities gained working for an independent accountancy practice and trust group.
John is a Chartered Accountant who trained with Deloitte Haskins & Sells. Post qualification John has worked in the Jersey Trust and Company sector as a director for the past 25 years, predominantly at independently owned organisations spanning high net worth clients, operational and compliance roles.
John has a vast wealth of experience setting up and administering structures for both private and corporate clients. John has particular expertise in assisting individuals restructure their UK property holdings working closely with UK and Jersey lawyers.
Simon has over 27 years experience in providing professional fiduciary wealth management services to private and corporate clients. He has worked for both independent and institutional trust companies and was previously head of a single-family office.
Specialising in establishing and administering complex structures for geographically diverse clients, Simon has particular experience in looking after multi-generational entrepreneurial families with a UK touch point, global property interests and trophy assets.
Simon is a qualified trust practitioner holding the STEP Diploma in International Trust Management, IOD Certificate in Company Direction and the Certificate in Offshore Administration.
Yvonne started her career with Coutts & Co in 1988 and subsequently worked for several leading institutional organisations. Between 2001 and 2018 she worked for another leading fiduciary services provider and during that time had overall responsibility for the day-to-day administration of a diverse portfolio of corporate and high net worth private clients.
Laterally, she was responsible for a team that ensured statutory and procedural standards were maintained across the business. At Forward, Yvonne is responsible for the onboarding and administration team, ensuring operational excellence at the heart of our business, as well developing new and existing relationships with clients and intermediaries.
Gary’s experience in the offshore finance industry spans over 30 years, starting his career in 1981 with Kleinwort Benson. He held various senior positions within the trust and banking sector before launching a fiduciary business in 2000, which he sold in 2010.
He has worked with clients and their advisers in creating complex trust and family office structures and is also qualified, and has advised clients, on Investments and was a member of the European sub-advisory group for a major international banking group.
He has also worked extensively with sovereign wealth, entrepreneurs and sports personalities; to include motor racing, football and Boxing. He has been an active member on the board of a Quoted Technology company and has held positions as a Non-Executive Director to a number of companies in various sectors.
He was elected a fellow of the Chartered Institute of Bankers for his services to the banking industry and served as a member of the committee for a number of years. He is a member of STEP, the Institute of Directors and the Securities Institute of which he also served as a committee member.