Rutherford Wilkinson Ltd consists of 30 staff, which includes Directors, Financial Planners, Paraplanners and Financial Planning Support.
The two Financial Planners that deal with Medics and Dentists are Ray Prince and Graeme Urwin.
Here’s a bit more about them, in their own words, starting with Ray…
I have worked as a Financial Planner since 1994 and specialise advising Medics and Dentists throughout the UK. My passion is working with and helping clients who want an unbiased view as to how they can achieve their lifestyle and financial goals and objectives.
I’ve presented financial planning seminars to groups within dentistry, including Women in Dentistry, dental health education council, the BDA and both undergraduate & postgraduate schools. I also continue to present to groups alongside Newcastle Dental School.
I believe in improving my professional skills and knowledge and have continued to pass various financial exams. I hold the Certified Financial Planner licence (one of less than 1,100 in the UK), as well as the Advanced Financial Planning Certificate and the Diploma in Financial Planning accredited by the Chartered Insurance Institute.
I like to help others less fortunate than myself and have volunteered for Crisis, the charity for the homeless, and have done a sky-dive for Dentaid, raising funds for under-resourced dentists in the Developing World.
Originally from the North East, I have lived in various parts of the UK. I returned to my roots in 2004 and now live in Whitley Bay with my wife Laura and our daughter Ava, who was born just before Christmas 2009!
My name is Graeme Urwin and I also grew up in the North East, in Chester-le-Street. After working for the Mars group for several years, I joined the Medical Sickness Society (Wesleyan) in 1986 as a Financial Adviser. It was here that I developed my passion for helping Medics and Dentists with their finances, and became very used to the ins and outs of the NHS Pension scheme. I became well accustomed to dealing with doctors and dentists in the London and Kent areas, building many relationships with clients that last to this day.
After 16 years I became an Impartial Financial Planner, as I wanted to offer my clients a broader range of services and a totally impartial advisory service. So, in 2002, I made the move, and as a Fee Based Planner & Wealth Manager my passion is working for the client rather than the product provider.
When not working, I spend a lot of time with my family, and am very aware of the saying “tempus fugit” when my daughter increasingly shows me up with her improving skills and fitness! My other personal interests are local history, genealogy, archaeology and cartography. I also love walking and playing racquet sports, and regularly play squash. I also completed the Great North Run in 2005 and 2009, raising money for children with cancer and for those suffering from Alzheimer’s.
In 2008, I decided to write a book based on my interest in history, and research is well underway. It’s work in progress so watch this space!
To read more about the company, including the profiles of many of the staff, visit the main company website here.
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