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.
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.
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.
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.
Daryl has 10 years experience in fiduciary services, predominantly in the private client and real estate sectors. He previously worked for an international fiduciary services business where he was the principal point of contact for Ultra High Net Worth clients, their advisers and professional intermediaries, whilst managing a complex portfolio and ensuring delivery of a high-quality client-focused service.
He has specific experience in real estate management and development, administrating trophy assets held through structures and family office services. Daryl is a qualified trust practitioner holding the Diploma in International Trust Management from the Society of Trust Estate Practitioners (STEP).