The People

 

Nick Millar

Managing Director

Having developed a love of sums at school, north of the border, Nick came to the North East in 1977 to study Maths at Durham. On graduating he taught in Durham before the need to feed his growing family lead him into financial services in the late eighties.

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Now, quite a few years later, he has a wide experience of investments, pensions, taxation, business and more importantly of life. As he says, “Having four daughters does that to you!” 

He has a healthy scepticism about much of the world of investment; “I love numbers, but hate the way the press and some, so called, advisers misuse them to sell papers or policies.  I try to save my clients from the barrage of misinformation”

His desire to test any investment proposition rigorously, led him to shun active fund management in favour of passive strategies and the evidence based approach that is core to the firm’s investment process.

Although he loves the technical element of the job, and likes nothing more than snuggling down with a “warm spreadsheet”, it is helping his long-term clients make good choices and plan for their future which is most satisfying.

Nick is proud to be on the board of the Credit Union and Kings Church in Darlington, both of which help bridge wealth divide in the town. Whilst not at work, Nick is often found on his bike chasing the “boys” in the team or on an Alpine Col imagining he is hunting the Polka Dot Jersey. He and Kate love the mountains and walk in the high Pyrenees most summers. Playing an eclectic mix from Bach to the Blues, whilst his guitar gently weeps, so too do many of his listeners.


 

Stephen Waite

Director

After graduating from Newcastle University with a degree in Chemistry, Stephen caved in to his sartorial sensibilities and rejected a lifetime in lab coats and safety glasses. That, and his belief that three years of Chemistry is three years too many.

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Stephen’s first job after graduation was with an insurance company which led to an interest in financial services. In 1998 he took a job with a local firm of financial advisers, where he discovered that he enjoys guiding clients through the complexities of financial products and jargon to provide straightforward solutions that help them meet their long-term goals.

Since he comes from a scientific background, he was particularly attracted by the fact that the Ashburn Wealth Management investment philosophy and processes are thoroughly researched and evidence-based, and can stand up to the closest scrutiny.

Away from the office, Stephen enjoys walking with his wife Lisa and their two dogs, particularly while holidaying in Scotland. In recent years he has developed a passion for fly fishing, and never fails to amaze Lisa with the seemingly endless list of reasons (not excuses) as to why he has returned home empty-handed yet again.


 

David Corner

Financial Planner

Born and bred in North Yorkshire, David started his career in financial services in 1988 with ‘Home Service’ company Royal London, where he put his passion for customer service to good use for 13 years.

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After fleeting employment with a couple of the larger banks, and years of travelling the length and breadth of the UK, David decided it was time to work a little closer to home to spend more time with his young family.

This led to working for a small national IFA firm where he developed a specialism for pensions and retirement planning. Following a buy-out by a larger company David decided it was time to make a fresh start.

He was introduced to Ashburn in 2011 and was pleasantly surprised to discover a company that put their clients first, with talk of targets nowhere to be heard.

“I decided I wanted to join Ashburn for three main reasons – the people, a mindset that puts client service above everything else and the investment philosophy,” he says. “Having worked for a company that believed in the perceived value active management of a portfolio could make, I found myself won over very quickly by the passive argument and the facts supporting investing on this basis. This approach, combined with Ashburn’s investment philosophy and process, gives clients their best chance to grow their wealth and enjoy the retirement they want.”

Away from work David follows most sports along with his twin sons, Matthew and Sam. At the forefront are golf and football, although cycling is elbowing its way in and David has a couple of “C2C’s” to his name at the time of writing.He has also completed two Edinburgh Marathons but definitely won’t be doing any more!

Last but definitely not least in the family pecking order, are David’s partner of 26 years, Tina, and their latest retired greyhound Poppy, who loves a run in the sand dunes of Seaton Carew whatever the weather!


 

Heather Rickaby

Paraplanner

After graduating from Cambridge with a Masters in Chemistry, Heather decided to move back to the North East where her family lives. She was fortunate to start a career in financial services, which shares many of the analytical skills of her scientific background.

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Heather's role as paraplanner involves preparing much of the background work for client reviews as well as assisting in the research on asset classes and funds. Heather shares Nick's love of the spreadsheet.

Outside of the office Heather is learning to play the piano and enjoys playing badminton and walking her dog, Jack. Heather has recently bought her first house, something of a challenge as it required rather more renovation work than she expected. She has had to develop new skills in DIY to add to her repertoire.


 

Dasha Orlova

Financial Planner

Originally from Lithuania, Dasha arrived in Edinburgh in 2008 to study Financial Mathematics at Heriot-Watt University. After four sleepless yet exciting years she graduated with an Honours degree. Her career in the world of finance took off as a Business Analyst in a financial software company in the Scottish capital.

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Dasha took every opportunity to study how financial institutions operate through education and work experience. She felt that financial information is often presented to private investors in an over complicated manner. This always struck her as unnecessary and unfair. As Dasha joined Ashburn Wealth Management in January 2015 she was glad to find out that the firm takes a different stance. They have developed their own “reader-friendly” Investment Philosophy Guide and are putting every effort in communicating their vision to their clients.

Dasha started as Heather’s protégée and is now a fully qualified financial planner. She is involved in helping advisers prepare the review and suitability reports and enjoys the technical side of it. She regularly takes part in review meetings with the clients.

In her spare time Dasha enjoys exploring the plenteous National Parks of the North by foot. She regularly enjoys Spin and Kettlebell classes in the local gym.


 

Rebecca Gledhill

Para-planner

Following graduation from Lancaster University in Accounting, Auditing & Finance, Rebecca moved to London where she trained to be a Chartered Accountant. After two years, she decided London was not for her and moved back to the North East where she grew up. 

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Towards the end of her time in London Becca worked in the Corporate Treasury department, dealing mostly with accounting for complex financial instruments. It was this which prompted her to begin to undertake the CFA program, sparking her interest in wealth management.

During non-working hours, Becca enjoys playing the piano and attending the local gym.

 

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