The Support Team

Mark Dapling

mark@boulterbowen.co.uk

My unique ability is collating and displaying data in graphical form to give people clarity on what they have.

I joined Simon and Mo in 2003 following a ‘gap’ year spent in a camper van driving around New Zealand after passing my A Levels.

My father is an Independent Financial Adviser which initially inspired my interest in Financial Planning. Six years later I hold the dipPFS qualification and now working to become a Chartered Financial Planner.
My primary role at BoulterBowen WealthCare is to collate data and prepare reports for new and existing clients to help them understand their “Big Picture”. I also act as a first port of call for clients who require clarification and guidance.

Adrian Margrie

adrian@boulterbowen.co.uk

I graduated in Business Studies and then trained as a Tax Technician in a "Big 4" accountancy practice.
I first met Mo in 1990 when Mo used to babysit for my parents, having responsibility for myself and my twin brother Andrew.

I initially came to work here as an assistant to Trish Jones but found myself fascinated by the PortfolioLogic investment process developed by Simon.

Simon and Mo were happy for me to change my career direction to allow me to do what I love. I am now studying for the Investment Management Certificate and have day to day responsibility for running the PortfolioLogic™ process.

Becky Granados

rebecca@boulterbowen.co.uk

In my last job I worked for the Dragons Den star Deborah Meaden, but when she sold out in 2008 the purchaser decided they didn’t require an office in Exeter and with 35 colleagues I was made redundant.

Fortunately within 2 weeks I was introduced to Simon and Mo. They loved the fact that my passion is reconciling complex numbers and I have been doing that, both for the business and clients of the business since then.

My role tends not to be client facing as I have responsibility for running the office and dealing with the FSA, HMR&C and the auditors, not everyone’s cup of tea but I still love what I do!

Andrew Margrie

andrew@boulterbowen.co.uk

Following graduation with a Business studies degree in Hertfordshire in 2000, I immediately commenced employment with a large asset management firm in Exeter in a compliance roll.

After 7 years in this role I decided to become a self-employed Compliance consultant working with numerous financial planners and stockbrokers across the country one of which was BoulterBowen WealthCare.

I was tremendously impressed with their comprehensive business process which resulted in the delivery of a complete client service, and jumped at the chance to join them on a full time basis when asked in December 2010. It also gave me the opportunity to work with my twin brother, which I had never before dreamed possible.

My role currently involves primarily working with Mark on the WealthCare processes, but also assisting Adrian on PortfolioLogic as and when required.
I am also studying towards my diploma in financial planning.