Team  

Meet the team

Arlo Group is a Boutique Wealth Management firm with global reach from our offices based in the UK.  Our advisors have a vast amount of expertise, endorsements and accreditations in the financial space.

Daniel Dickinson

Co-Founder

Daniel’s Financial Planning Career began in the International marketplace where he followed a successful career within a large advisory practise in the Middle East, by forming the International Division of The Arlo Group, Arlo Wealth. Having worked in the Wealth Management industry for over a decade, he manages a client base comprising of High Net Worth individuals through to Sovereign Wealth entities and has experience of operating across multiple jurisdictions within diverse regulatory frameworks. Daniel is also currently the Senior Executive Officer of the first Regulated Trust business in Abu Dhabi’s Financial Free-Zone, and is co-founder of The Arlo Group.

Marc Beattie

Co-Founder

Marc has been working in the Wealth Management and Private Banking Industry for over two decades.  He is an active member of the Chartered Insurance Institute and the Chartered Institute for Securities & Investment, holding the UK level 4 Qualification ‘Diploma in Financial Planning’.  Marc is also a qualified mortgage advisor and often structures complex lending transactions for High & Ultra High Net worth Individuals, wishing to purchase UK property or leverage against their asset base.

Prior to co-founding Arlo Group, Marc worked for 5 years at Nedbank Private Wealth and assisted the banks rapid growth in the GCC region & Asia. Prior to Nedbank Private Wealth, Marc worked for 14 years at Lloyds Bank (International) in various countries including Brazil, Hong Kong, China as well as London, Jersey and the Isle of Man.

Marc is considered one of the UK’s leading professionals with his expertise being UK clients with an international exposure & Inheritance Tax Planning.

Finn Houlihan

Director and Chartered Financial Planner

Finn is responsible for Arlo’s UK division and was instrumental in the initial creation and design of the business. Finn brings great breadth and depth of experience in Financial Services which spans over 20 years. He set out on his international career working as an Analyst for Reuters in the Money and FX Team and Reuters Equity and Options Team. After 5 years at Reuters he made the transition over to Private Banking and Wealth Management holding senior roles at RBS Private Bank where he was responsible for the South West of England providing his clients with all their Private Banking and Advice needs and laterally at The Fry Group where he was responsible for The Middle East and Spain.

Finn has gained an excellent reputation amongst his peers and clients. He is passionate in providing his clients with clear and transparent advice in often complex advice areas.

Finn is a Chartered Financial Planner and has a degree in Economics from Queen Mary – University of London and a Masters in Finance and Investment from University of Exeter.

Outside of work, Finn enjoys spending time with his family, Sailing and supporting his local Rugby Club – Exeter Chiefs.  

Alison Webb

Director

Jonathan Hives

Private Wealth Director

Jonathan’s passion for financial services dates back to his University days, where he studied B.A. (Hons) Finance and Investment Management. At the age of 23 he left the UK to begin his journey in International Financial Planning, and having lived and worked in three continents, he has first-hand experience when it comes to cross-border financial planning. Over the last 12 years he has built up invaluable experience by advising high net worth individuals and family estates, practising all areas of wealth and succession planning. Jonathan prides himself on the service he provides, which is highly personalised, proactive and bespoke to his clients objectives.

He is an active member of the Chartered Insurance Institute, where he holds the Diploma in Financial Planning. In addition, he holds Certificates in i) Discretionary Investment Management, ii) Financial Services and iii) Life and Pensions. He is also qualified as an Investment Adviser in the United States (Series 65) from his time working in New York.

Tobias Band

Private Wealth Director

Toby graduated with honours in Mathematics from The University of Nottingham. Upon graduating he interned in Shanghai for two months then moved to Europe to start his career in International Financial Planning.

Problem solving has always enthused Toby, which he attributes to his love for the complexities of international financial planning – this passion propelled him to become the youngest ever Area Manager with his previous employer. Toby is described as amicable, approachable and knowledgeable by his clients and holds a Diploma in Financial Planning and European Financial Adviser qualification.

Outside of work Toby enjoys playing Tennis, Football, Rock Climbing, Chess and Travelling.

Ben Barratt

Private Wealth Director

Ben completed an Economics degree in 2015 graduating with Honours, before moving into the world of international wealth management, where he spent a number of years working with UK expats on various aspects of their financial affairs.

Ben is particularly focused on delivering a high quality and personal service by ensuring he is always on hand to assist clients when needed and as a level 6 member of the chartered institute for securities and investments Ben has continued to add to his repertoire of professional knowledge and also holds a pension transfer specialist qualification.

In his spare time Ben enjoys watching football or rugby and likes to get out on the golf course when he can.

Paul Uings

Private Wealth Director

In a career that has spanned three continents, Paul has experienced a wide spectrum of financial advice services from undertaking a senior client advising role at a multi-national Private Bank in London to more recently heading up the International Tax and Trusts team at a boutique Financial Planning firm in the Middle East. Pauls innate desire to help people and a thirst for learning led him to study through to become a Chartered Financial Planner in the UK, and uses his experience in the International Financial Planning space to help clients and their families with wealth generation and preservation planning, and how best to manage structure their finances for the future.

Paul studied at Canterbury University and is a member of both the Chartered Insurance Institute and the London Institute of Banking and Finance. He has also studied international qualifications such as the Kaplan Diploma in Financial Planning in Australia and the Series 65 in the USA.

Tony Morgan

Independent Financial Adviser

John Sands

Independent Financial Adviser

Lesley Vine

Paraplanner

Claire McCabe

Head of Operations

More About Us

Our expert team will help you identify, secure and maintain your desired lifestyle.

How Can Help You

We offer a multitude of services that have been carefully designed to put your financial interests first.