David Clark
Executive Director
David is an Executive Director at Mallory Wealth.
David worked for nearly 30 years at Lloyds Private Banking in their ‘Mayfair’ High Net Worth/Ultra High Net Worth division. David advised individuals, trustees and charities on all aspects of their wealth. He was later appointed as Regional Manager for London and had direct reporting responsibilities for a team of Advisers and Wealth Managers in addition to overseeing his own client portfolio. David has unquestionable industry and sector knowledge and has a meticulous approach to detail.
Paul Allen
Executive Director
Paul is an Executive Director at Mallory and has both client advisory and Senior Management responsibilities.
Paul has spent over 25 years with Lloyds Private Banking in their ‘Mayfair’ High Net Worth / Ultra-High Net Worth division, advising private and corporate clients on all aspects of wealth generation and preservation, and on how best to structure, manage and invest their wealth.
Paul is a Chartered Financial Planner and trusted adviser to a number of families from matriarch and patriarch to great grandchildren, guiding them through each phase of the wealth planning lifecycle.
Paul’s meticulous approach and exemplary client service levels are engrained in his DNA. With all his years of experience and technical expertise, Paul is a valuable and actively contributing member of both Investment and Technical committees.
Tom Milson
Executive Director
Tom is an Senior Wealth Manager with both client and business management responsibilities. He is a Chartered Financial Planner and has worked in financial services for over 25 years and has extensive knowledge and experience advising on investment management, tax planning, pension planning and wealth protection for individuals, families, charities and trust funds.
He started as an Independent Financial Adviser at Lloyds Private Banking and in 2010, he was promoted to ‘Senior Private Banker’ where he was responsible for managing and overseeing over half a billion pounds in client assets. With his experience and very high retention record, he quickly established himself as one of the lead advisers for high profile accounts.
Tom has an exemplary quality of advice record and was named as a winner of the Wealth Net Private Asset Management Top 40 Under 40 Award (2018) - a definitive guide to the “rising stars” in the private asset management sector in the UK and offshore markets.
Annie Jones
Executive Assistant
Annie has spent over 20 years working in the Financial Services industry supporting senior managers in the Private Banking and financial advice sector. She has extensive and valuable experience dealing with clients and service providers and an in-depth knowledge of both front and back -office systems and the workings of the financial services industry. Annie is a pivotal member of the team at Mallory and ensures that the day to day running of the office operates smoothly and efficiently.