The company was established to have an institutional approach, yet retain a dynamic and approachable feel. Our focus is on building and maintaining strong personal relationships with partners and clients alike.
The company was originally established in 2007 to provide a range of services to international IFA's operating in jurisdictions around the world. Since then the business has grown and evolved to meet the demands of our business clients and to offer a wider spectrum of services compliant with the modern regulatory environment.
The highly qualified management team has over 50 years of financial services experience, and have owned, managed, and held senior positions at a number of globally recognised financial services institutions.
In 21st century financial services, Lillywhite International recognises that our business partners demand quality, longevity, regulatory compliance, and transparency. In an environment that is constantly changing it is important that your business has corporate partners that are able to adapt, evolve and respond. At Lillywhite International we constantly engage with highly rated independent legal counsel and influential industry figures to evaluate and review our processes and services so that we are able to find solutions to help your business meet its objectives.
During his 30 years in Financial Services, John has held positions at Life Offices, including Pearl Assurance, and AMP(UK). John moved in the retail wealth management sector in 1996 and held roles with several London based brokerages, and was latterly Director at several European IFA firms before setting up his first business in 2005.
A highly experienced Financial Services professional, John holds a number of industry qualifications, has presented and spoken at Industry events, and has an extensive global network of contacts throughout the industry.
John has been previously Authorised by the UK regulator, and has held the role of “Responsible Person” with a European regulator. A former member of the Chartered Insurance Institute and UK Compliance Institute, John has established several financial services companies both in the UK and internationally, and remains CEO and CFO of several firms that continue to grow and enjoy success.
Charlie has spent nearly 20 years in Financial Services with roles at blue chip firms such as Sun Life of Canada, Barclays, and leading the sales and marketing operations of a Mayfair based corporate finance firm.
His breadth of knowledge spans across insurance, private banking, and raising money both in the debt, pension and equity markets. Charlie holds the Certificate in Investment Management, is an Associate of the Chartered Securities Institute, and has a proven track record in corporate fund raising having delivered in excess of £500m across the markets he has been involved in.
Charlie and John have worked together for nearly a decade and jointly own a number of business ventures together.