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About Us

Our Management

  • Kerry Jones
    Kerry Jones
    Senior Manager
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    Kerry joined Optimus in November 2005 on a graduate trainee programme. She has progressed through the ranks since 2005 and was appointed as Senior Manager in January 2016 where she co-manages the administration team of over 20. Kerry is a Chartered Secretary.
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  • Andrew Farnworth
    Andrew Farnworth
    Senior Finance Manager
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    A Chartered Certified Accountant, Andy has over 20 years’ experience; he has held a number of positions in tax and accountancy in both the public and private sectors including working for EY as a tax accountant. His responsibilities within Optimus are managing the client accounts team and internal accounts function of the company.
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  • Wayne Mears
    Wayne Mears
    Manager
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    Wayne has over 10 years’ experience in the fiduciary sector and has been at Optimus for 6 years. He manages a team of 8 within the property side of the business and is actively involved in the management of these properties on a daily basis that includes student accommodation, commercial offices and hotels. Wayne is studying towards his Chartered Secretary qualification.
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  • Alison Poole
    Alison Poole
    Manager
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    With over 20 years’ experience in the industry, Alison has been at Optimus for 10 years, offering support to her administration team as well as the statutory department. She has dealt with most types of companies and trusts from their setup/incorporation to closure. Alison is STEP qualified.
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  • Dave Thomas
    Dave Thomas
    Head of Pensions
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    Dave has 12 years’ experience working in the fund industry as Head of Accounting and Valuations with international private banks. More recently he has gained experience working for Manx corporate service providers managing their high valued clients. Dave has completed the ICSA certificate and is also a member of the Institute of Leadership and Management.
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  • Tim Shallcross
    Tim Shallcross
    Head of Business Development
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    Having joined Optimus in January 2015, Tim has international experience in both marketing and business development across sectors including Private Aircraft, Superyachts, Real Estate and Succession Planning. He is responsible for attracting new business from target areas that include Middle East, South Africa and China as well as a focus on London.
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Whether you are an international firm or located on the Isle of Man we will be able to assist you.
Mark Schofield, Director
Flexibility is key. We put your requirements first, then deliver outstanding service in everything we do
Kerry Jones, Senior Manager
In all my years of working with Optimus, they have always conducted themselves in a highly professional and timely manner whilst providing an excellent service to their clients
Industry Professional, Director
Latest news...
Optimus donate to three local charities

Castletown based Fiduciary and Pension firm Optimus Fiduciaries Limited are pleased to announce donations to three local charities. Through various staff fundraising initiatives, the firm raised £750 which has been split evenly between Bowel Cancer Isle of Man, Manx MSPCA and Age Concern Isle of Man.

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Tim to present at Turkish Investment Forum

Tim Shallcross, Head of Business Development at Castletown based fiduciary and pension group Optimus Limited is to present a key message on the benefits of its new Turkish International Pension Plan as well as why the Isle of Man is a jurisdiction of choice in Istanbul later this week.

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Get in touch...

Should you wish to make an enquiry please get in touch by using the contact form or by calling our office on +44 1624 695560

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