Sophie joined Future Wealth Management in May 2016 and is new to the financial services industry. She is learning fast and is quickly broadening her knowledge with various parts of the finance world. She has become a strong and valuable member of the team.
Sophie’s current responsibilities include overseeing the smooth running of the Bath Office and providing any necessary staff support.
Outside of Future Wealth Management Sophie enjoys spending time with her family and her dogs. She also often enjoys time at the gym.
Stef has worked in the Financial Services industry for over 14 years and achieved Chartered Status (in a non advisory capacity) in the Summer of 2017. Stef still strives to further her technical and financial knowledge wherever possible.
Within Future Wealth Management, Stef's main focuses are dealing with all aspects of pension planning, producing Suitability Reports, managing relationships with High Net Worth clients and carrying out important and necessary pension and tax calculations on behalf of clients.
Outside of Future Wealth Management, Stef enjoys socialising and working out.
Julie has a wide and varied work history covering many industries and environments. She has worked one day a week for Future Wealth Management since April 2015 and her main role is processing client fund switch recommendations.
Outside of work Julie enjoys family time and walking with her dog.
Mandy worked for Lloyds Bank for 24 years before joining Nigel in 2002 as his PA. Mandy's responsibilities at Future Wealth Management include business processing, liaising with clients, and preparing suitability reports.
Outside of Future Wealth Management Mandy is an active fundraiser for Cancer Research UK.
Marie has worked in the Financial Services Industry since graduating in 1999, and after getting her FPC 1, 2 & 3 qualifications joined Keith in 2004.
She has a wide range of responsibilities, with her main roles being business processing, client liaison and managing Keith's demanding diary.
Outside of Future Wealth, Marie enjoys socialising and spending time with her family.
Maddi joined the business as an administrator in 2014 and has since worked hard to develop her knowledge and understanding of financial products and services.
Maddi mainly deals with Nigel Coleman’s mortgage business and new investment processes. Her responsibilities include liaising with providers and clients and her primary objective is to ensure the mortgage process runs smoothly for all clients.
Outside of Future Wealth Management Maddi likes to spend time with her two young boys and taking their dogs on leisurely walks.
Natasha joined the team in 2013, shortly after graduating from Royal Holloway University of London with an English degree. She has since completed several CII exams and now holds the CII Certificate in Life and Pensions.
Natasha is Practice Manager at Future Wealth Management and works closely with Steven Andrews in an Operations capacity.
Outside of work Natasha loves baking and enjoys spending time with her family, two bouncy dogs and her horses.
Caroline joined Future Wealth Management in November 2018. She began her career in Financial Services at Natwest, before spending 10 years working for the James Hay Partnership.
Caroline’s key responsibilities include providing Operations support to Natasha Lawrie-Allan and Steven Andrews and ensuring the back office system functions smoothly.
Outside of Future Wealth Management Caroline enjoys spending time with her husband and two children. She also likes socialising with her friends and keeping fit.
Gemma joined Future Wealth Management in April 2018 and has been working in the financial sector for over 5 years. Gemma deals with Keith Tadhunter’s mortgage business and liaises with both client and lenders. Her primary goal is to ensure the mortgage process runs smoothly for all clients.
Outside of work Gemma enjoys spending time with her husband and 2 children and keeping fit.
Justin has worked in the industry for over 20 years in a variety of roles. He has studied for and achieved the CII Diploma in Regulated Financial Planning, passing all the required R0 exams.
He joined Future Wealth Management in September 2018 and is quickly learning to become a Paraplanner. Justin produces suitability reports and provides administration support.
Outside of work, Justin likes to keep fit, including taking part in charity runs, and is a Liverpool FC supporter. He also enjoys American Football and is a Chicago Bears supporter.
Melissa joined Future Wealth Management in December 2017 and has worked in Financial Services since 2001. Melissa achieved her Diploma in Financial Planning in December 2018 and is currently working towards Chartered Status.
Melissa provides paraplanning support to many of the advisers helping to form recommendations and compiling compliant reports.
Melissa loves trips to the theatre and enjoys family time outside of work with her husband and two boys.
Colette joined Future Wealth Management in January 2019, having worked in the Financial Services industry for 17 years.
Colette provides administrative support to the paraplanners and advisers.
Outside of work Colette enjoys travelling, swimming, music, gardening, F1 and horses.
Julia joined Future Wealth Management in January 2019 and has worked in financial services for 14 years as well as a variety of other industries.
Julia’s current responsibilities include valuations, obtaining and collating client policy information, post and liaising with clients.
Outside of Future Wealth Management Julia enjoys skiing, travel and socialising with friends.
Fiona has been part of the Financial Industry for the last 5 years, working within Future Wealth Management for the last three.
Fiona provides Senior Administrative Support and PA duties mainly for Nick Woodford, although does help other Advisers when required. Her role includes, business processing, liaising with clients and providing support to the paraplanners.
Outside of the work Fiona enjoys walking her two dogs and keeping fit.
Jack worked for the Lloyds Banking Group for 7 years before joining Future Wealth Management in July 2019. He worked in many roles within the retail banking industry and left as a Bank Manager.
Jack’s role at Future Wealth Management is Practice Development Manager. His responsibilities include development and support to the Administrators, Paraplanners and Advisers to strengthen Future Wealth Managements vision on delivering the best financial journey for our clients.
Outside of work Jack has a very active social life, is a keen cyclist and keeps fit by going to the gym.