Team news: Meet Mark, Jeremy, and Kate
Another month, another team news update from Butler Toll. As the seasons change and the nights start drawing in, we continue to shine a light on the members of our dedicated team who work hard to support you in achieving your financial goals.
This month, we’re excited to introduce three people who bring a wealth of experience and passion to the business.
Meet Mark
A proud local to Swindon, Mark has raised two children in the area, who both have now flown the nest and moved on to new chapters in their lives. Mark joined Butler Toll in 2022, bringing his vast experience to help keep the firm running smoothly.
What is your role at Butler Toll?
Chief operating officer (COO).
What are the three things that you love the most about your job?
- Working with a great group of people
- Helping our clients create plans for their future
- Looking at how we can use technology so we can continue to deliver great service and support for our clients.
Where is your favourite holiday destination?
Vancouver.
What’s your favourite song to play in the car?
‘Backstreets’ by Bruce Springsteen.
If you could turn any activity into an Olympic sport, what would you win a gold medal in?
Buying more wine than you could possibly drink in a lifetime!
Meet Jeremy
Jeremy has been a cornerstone at Butler Toll for over 16 years, contributing his vast expertise in investments and markets. As one of our three directors, Jeremy leads our investment proposition, ensuring that you benefit from robust strategies.
What is your role at Butler Toll?
Investment director.
What are the three things that you love the most about your job?
- The perpetual challenge of markets
- The team ethos
- Client engagement.
Where is your favourite holiday destination?
The Caribbean.
What’s your favourite song to play in the car?
‘Big Yellow Taxi’ by Counting Crows.
If you could turn any activity into an Olympic sport, what would you win a gold medal in?
Eating quickly.
Meet Kate
Kate joined Butler Toll in July 2024, bringing with her over 20 years of experience in financial services for some big companies in Bristol, where she is based. As our head of risk and compliance, Kate ensures that we meet industry standards and continue to place you at the heart of everything we do.
What is your role at Butler Toll?
Head of risk and compliance.
What are the three things that you love the most about your job?
- Working closely with clients
- Making a difference for those we help
- Collaborating with a great team.
What has been your career highlight so far?
Developing and launching an adviser-owned platform in my last role.
Where is your favourite holiday destination?
This is so hard. I could write a list of places from around the world I’ve been lucky enough to have visited, but for me, it always comes back close to home. I’m still torn between Devon or Cornwall, though!
What’s your favourite song to play in the car?
That very much depends on mood as my music taste is eclectic… Something uplifting by Coldplay is always good.
If you could turn any activity into an Olympic sport, what would you win a gold medal in?
Probably eating and enjoying food.
Get in touch
Thank you to Mark, Jeremy, and Kate for introducing themselves, and their ongoing dedication to helping our clients achieve their aspirations. To find out how our expert team could assist you with reaching your long-term goals, please email office@butlertoll.co.uk or call 01793 786 300.
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