When Jon Heywood came into a £13 million
fortune, he recognised that he lacked the financial
experience to manage such a large sum himself.
Intrinsic financial adviser, David Stone, put him
at ease, providing a will and trust, pension
and a range of investments to suit his goals.
Crucially, Jon and David were able to draw on
a wealth of expertise and options from across
Old Mutual International, Old Mutual Global
Investors, Quilter Cheviot and our UK Wealth
Platform. Jon was also able to make use of
banking services from Nedbank Private Wealth.