With a career spanning 25 years, Zane has amassed a wealth of experience in strategic financial planning and investment management. He was a Senior Consultant and latterly Assistant Regional Director for Baker Tilly Financial Services for seven years, before the acquisition of the company by Towry, where he served as a Wealth Adviser for the next five years. Zane was adopted as a Private Client Partner at Broadstone Pensions and Investments (formerly BDO Investment Management) for three years prior to joining French Duncan (Financial Services) as Managing Director in 2015.
Zane has extensive experience in advising clients and their solicitors and accountants about the various financial, legal and tax implications of private wealth matters and specialises in advising the OMB and SME markets, particularly in relation to pensions and property, tax-planning mechanisms and exit-planning, advice to Lottery winners and vulnerable clients, as well as advice to the third sector. Zane is regularly asked to provide second opinion work.
He has developed a reputation as a forward-thinking professional, able to interact effectively with fellow professional advisers; an attribute made particularly valuable given the recent changes made to the regulatory environment resulting in a fundamental change in the way advisers interact with clients.
Specialist Services and Sectors