Toby Band, PTS, DipPFS, EFA
Managing Director at First Sentinel Wealth- Claim this Profile
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Tanya Carter-Windle
I always found various financial instruments to be confusing and complicated, however I had some spare cash and wanted to invest. I did so. And then, some years later I came to know Toby Band, who became my financial advisor. That is when Toby suggested to streamline my investment portfolio. The whole thing became very transparent, with regular catch-ups, consultations and valuation reports. Toby is exceptionally knowledgeable and has a good feel for his clients, successfully combining his professionalism with a very supportive human touch. Because of Toby's steer and advice, my investment portfolio had shown a steady growth, significantly exceeding my very modest expectations during the horrid 2020. I would not hesitate to recommend Toby Band to anyone looking to make sense of their finances, to invest smartly and achieve a healthy portfolio growth.
Keith Anderson
Toby has helped me over the last year organise my finances. Toby has access to many helpful resources and importantly for me he does what he says he will do. At our regular discussions, I appreciate the structure and thoughts Toby brings to the meeting. I recommend Toby as someone worth consulting if you are considering (further) financial planning.
Sinead Quinn
I worked closely with Tobias when I first started with deVere in 2016. What strikes me most was his attitude towards his work and his ability to remain consistent in his level of professionalism. Without a doubt, I would consider Tobias as my go to person with his relevant years of experience and his wealth of knowledge within the industry, but most importantly because of his approachable character and keen attitude to build a hardworking team. I know Tobias will have a long and successful career within the industry continuing to excel in what he is passionate about.
Tanya Carter-Windle
I always found various financial instruments to be confusing and complicated, however I had some spare cash and wanted to invest. I did so. And then, some years later I came to know Toby Band, who became my financial advisor. That is when Toby suggested to streamline my investment portfolio. The whole thing became very transparent, with regular catch-ups, consultations and valuation reports. Toby is exceptionally knowledgeable and has a good feel for his clients, successfully combining his professionalism with a very supportive human touch. Because of Toby's steer and advice, my investment portfolio had shown a steady growth, significantly exceeding my very modest expectations during the horrid 2020. I would not hesitate to recommend Toby Band to anyone looking to make sense of their finances, to invest smartly and achieve a healthy portfolio growth.
Keith Anderson
Toby has helped me over the last year organise my finances. Toby has access to many helpful resources and importantly for me he does what he says he will do. At our regular discussions, I appreciate the structure and thoughts Toby brings to the meeting. I recommend Toby as someone worth consulting if you are considering (further) financial planning.
Sinead Quinn
I worked closely with Tobias when I first started with deVere in 2016. What strikes me most was his attitude towards his work and his ability to remain consistent in his level of professionalism. Without a doubt, I would consider Tobias as my go to person with his relevant years of experience and his wealth of knowledge within the industry, but most importantly because of his approachable character and keen attitude to build a hardworking team. I know Tobias will have a long and successful career within the industry continuing to excel in what he is passionate about.
Tanya Carter-Windle
I always found various financial instruments to be confusing and complicated, however I had some spare cash and wanted to invest. I did so. And then, some years later I came to know Toby Band, who became my financial advisor. That is when Toby suggested to streamline my investment portfolio. The whole thing became very transparent, with regular catch-ups, consultations and valuation reports. Toby is exceptionally knowledgeable and has a good feel for his clients, successfully combining his professionalism with a very supportive human touch. Because of Toby's steer and advice, my investment portfolio had shown a steady growth, significantly exceeding my very modest expectations during the horrid 2020. I would not hesitate to recommend Toby Band to anyone looking to make sense of their finances, to invest smartly and achieve a healthy portfolio growth.
Keith Anderson
Toby has helped me over the last year organise my finances. Toby has access to many helpful resources and importantly for me he does what he says he will do. At our regular discussions, I appreciate the structure and thoughts Toby brings to the meeting. I recommend Toby as someone worth consulting if you are considering (further) financial planning.
Sinead Quinn
I worked closely with Tobias when I first started with deVere in 2016. What strikes me most was his attitude towards his work and his ability to remain consistent in his level of professionalism. Without a doubt, I would consider Tobias as my go to person with his relevant years of experience and his wealth of knowledge within the industry, but most importantly because of his approachable character and keen attitude to build a hardworking team. I know Tobias will have a long and successful career within the industry continuing to excel in what he is passionate about.
Tanya Carter-Windle
I always found various financial instruments to be confusing and complicated, however I had some spare cash and wanted to invest. I did so. And then, some years later I came to know Toby Band, who became my financial advisor. That is when Toby suggested to streamline my investment portfolio. The whole thing became very transparent, with regular catch-ups, consultations and valuation reports. Toby is exceptionally knowledgeable and has a good feel for his clients, successfully combining his professionalism with a very supportive human touch. Because of Toby's steer and advice, my investment portfolio had shown a steady growth, significantly exceeding my very modest expectations during the horrid 2020. I would not hesitate to recommend Toby Band to anyone looking to make sense of their finances, to invest smartly and achieve a healthy portfolio growth.
Keith Anderson
Toby has helped me over the last year organise my finances. Toby has access to many helpful resources and importantly for me he does what he says he will do. At our regular discussions, I appreciate the structure and thoughts Toby brings to the meeting. I recommend Toby as someone worth consulting if you are considering (further) financial planning.
Sinead Quinn
I worked closely with Tobias when I first started with deVere in 2016. What strikes me most was his attitude towards his work and his ability to remain consistent in his level of professionalism. Without a doubt, I would consider Tobias as my go to person with his relevant years of experience and his wealth of knowledge within the industry, but most importantly because of his approachable character and keen attitude to build a hardworking team. I know Tobias will have a long and successful career within the industry continuing to excel in what he is passionate about.
Credentials
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AF7: Pension Transfers
Chartered Insurance InstituteJun, 2021- Oct, 2024 -
European Financial Planning Association
EFPA EuropeOct, 2019- Oct, 2024 -
Diploma in Regulated Financial Planning
Chartered Insurance Institute -
R01: Financial Services, Regulation and Ethics
Chartered Insurance Institute -
R02: Investment Principles and Risk
Chartered Insurance Institute -
R03: Personal Taxation
Chartered Insurance Institute -
R04: Pensions and Retirement Planning
Chartered Insurance Institute -
R05: Financial Protection
Chartered Insurance Institute -
R06: Financial Planning Practice
Chartered Insurance Institute -
Wealth & Investment Management Certificate
Chartered Institute for Securities & Investment
Experience
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First Sentinel Wealth
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United Kingdom
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Financial Services
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1 - 100 Employee
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Managing Director
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Sep 2022 - Present
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Head of Global Advice
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Oct 2019 - Sep 2022
FCA Regulated, Bespoke UK & International Financial Advice. FCA Regulated, Bespoke UK & International Financial Advice.
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deVere Group
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United Arab Emirates
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Financial Services
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700 & Above Employee
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Area Manager
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Apr 2018 - Oct 2019
A highly driven, qualified, meticulous and client-focused individual - proud to be the youngest Area Manager in the company's 18-year history. Heading up our second largest team in Europe.
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Wealth Manager
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Aug 2017 - Apr 2018
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Associate Wealth Manager
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Jan 2016 - Aug 2017
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Shanghai Alliance Financial Services Co.,Ltd 上海联和金融信息服务有限公司
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China
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Financial Services
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1 - 100 Employee
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Structured Product Data Analyst
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Jul 2015 - Aug 2015
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Camp Wayne for Boys
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United States
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1 - 100 Employee
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Tennis Coach and Camp Counsellor
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Jun 2013 - Aug 2013
Tennis coach for individuals and groups of up to 20 kids aged 5-17.Around the clock mentor, friend and supervisor for thirteen 9-10 year old children. Tennis coach for individuals and groups of up to 20 kids aged 5-17.Around the clock mentor, friend and supervisor for thirteen 9-10 year old children.
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Education
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Chartered Insurance Institute
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Chartered Institute for Securities & Investment
Level 3 Qualified -
University of Nottingham
Bachelor of Science (BSc), Mathematics