Meet your team
CHARTERED FINANCIAL PLANNER
Jon is a highly qualified Chartered and Certified Financial Planner with over 30 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest.
Jon is married to Nancy with two children. Together they set up The Nasio Trust, a UK registered charity, which supports disadvantaged young people in Kenya and the UK. In his ‘spare’ time he is a mountain addict who has climbed Kilimanjaro six times, he loves running half marathons and sometimes gets a chance to fit in a round of golf or two.
Dominic Spalding DIRECTOR, FPFS, CFP®
CHARTERED FINANCIAL PLANNER
Dom is a highly qualified Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years’ experience.
His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement.
Outside of work Dom is a road cyclist, so drinks coffee and eats cake; when time permits, he likes fishing too.
He is married to Jane and together they enjoy travelling and love great food. They have three grown up children.
Kerry Land CLIENT SUPPORT
CLIENT RELATIONSHIP MANAGER
Kerry is a highly professional Client Relationship Manager with over 27 years’ experience. Her focus is on delivering a friendly and helpful service to our clients and providing invaluable support to the advisers.
In her spare time, Kerry enjoys reading and is a member of a Book Club. She also likes gardening and walking her Golden Retriever, Meg, in the Cotswolds. Kerry has a full and active social life and enjoys spending time with her family and friends, particularly her two grandchildren. Kerry has been married to Russ for over 30 years and has one grown up daughter.
Allison Frost CLIENT SUPPORT
CLIENT RELATIONSHIP MANAGER
Allison has 30 years’ experience working in a financial environment and she is enjoying her role providing a friendly administrative service to our clients and providing support to Dom & Jonathan.
Any spare time she has is spent walking and swimming and going to the theatre with family and friends. She is married to Alan and has three grown up children.
Jackie McNelly CLIENT SUPPORT
Jackie has over 30 years’ experience in Royal Air Force and County Council Operations Management. She has taken over as Practice Manager and will be responsible for the day to day management of the office, ensuring that everyone who comes in contact with the company both clients and staff have a pleasant and seamless journey.
Out of work, Jackie enjoys keeping fit by going to the gym, swimming and playing badminton, as well as attending concerts and socialising with friends.
Marcus Farnfield CLIENT SUPPORT
Marcus is Expert’s in-house paraplanner providing technical support to both Dom and Jonathan in all areas of the advice process. He started work in financial services in 2016 and has enjoyed learning about Expert’s approach to financial planning since joining the team in early 2019.
Prior to joining the profession, he was based in Uganda for a few years, working for a small environmentally-focussed NGO.
Outside of work Marcus enjoys being outside and spends his weekends exploring the Cotswolds with his partner Niamh and their dog.
Brett Davidson Corporate Strategy
Brett is the Founder of FP Advance and the Uncover Your Business Potential programme. He helps financial planning professionals advise better and live better by growing more profitable without losing their social purpose (or soul).
His work with EWM builds on the client focused approach that has always been central to our business model. We believe passionately in the principle of “doing well by doing good.”
Brett’s philosophy is about creating a win/win. Great client outcomes and a great outcome for the EWM team.
Abraham Okusanya Consultant, MSc, AFPS, MCSI
CONSULTANT & TECHNOLOGY PARTNER
Abraham is founder of investment and retirement research consultancy, FinalytiQ and creator of Timeline.co, an innovative online application for illustrating sustainable withdrawal strategies in retirement portfolios.
He has authored several industry papers and delivered talks to the FCA, Chartered Insurance Institute, Personal Finance Society and several conferences across the country. He holds a Master’s degree from Coventry and an alphabet soup of designations, including the IMC, CFP, Chartered Financial Planner and Chartered Wealth Manager. But of course, no one really cares.
Abraham was one of 5 finalists for the Professional Adviser Personality of Year Award 2015, alongside the then Pensions Minister Steve Web but the award went to a more deserving winner, obviously!
Sue Metcalfe BUSINESS SUPPORT
BUSINESS OPERATIONS MANAGER
Sue is responsible for the day to day running of our business accounts, as well as providing support to the Directors.
She has significant experience in both bookkeeping and office management.
Away from her desk she enjoys spending time with her family and is quite busy with three grandchildren. Sue also enjoys going to the theatre and family holidays.
Rebecca Lucas FPFS, CFP
After many years of working as an adviser and paraplanner, Rebecca decided to use her technical knowledge and experience to found her company, Lime Paraplanning, who provide an advanced paraplanning service to EWM.
Rebecca is proud to be a Fellow of the PFS and is both a Chartered and Certified Financial planner and has a vast array of qualifications that add real value to our business.
The key to Rebecca’s success is her excellent technical skills and paraplanning experience coupled with her personal insight into building and nurturing client relationships, while producing compliant, well documented advice.
Tim Hale ALBION STRATEGIC
Albion are passionate about investing and understand the challenges and pitfalls that investors face putting in place – and living with – their investment strategy.
Tim works with EWM to build risk-focused investment strategies to use with our clients and works along side us to provide strong ongoing governance of our investment process.
Tim loves investing and working with clients. He is passionate about the social utility that good investing delivers and his key aims are to simplify investing, build belief, and for us to be confident that we are offering our clients the greatest chance of a successful investment experience.
David Williams HAVEN RISK MANAGEMENT
We believe that by maintaining the highest standards of compliance with the regulators we are able to deliver the best outcome for our clients. David helps us to make sure our FCA regulatory responsibilities are fulfilled whilst we concentrate on looking after our clients. He is highly qualified and has a thorough understanding of Financial Services Regulation.
David joined the financial services industry in 1984 and worked as an IFA for 12 years before moving into technical training and compliance consultancy and founded Haven Risk Management in 1996.
He is an Associate of the Personal Finance Society, a Fellow of the Compliance Institute and a Fellow of the Chartered Management Institute.
Sara Huffey HR CONSULTANT
Sara is a HR professional with more than 30 years’ experience in the financial services industry and as an independent self-employed consultant. She has extensive experience in a wide range of HR disciplines.
Sara has a proven track record in designing and delivering training workshops, talent management, recruitment, employee engagement and culture change initiatives.
Sara is a highly motivated and driven professional who is proactive, consistent and business focused.
Adam Tarry CLIENT COMMUNICATIONS & WEBSITE STRATEGY
Adam is an experienced digital designer with a broad skill set. He’s responsible for the conception and creation of the Expert Wealth Management websites and any other digital media required to support their offering.
When not sweating away at a laptop screen, you can often find Adam floating about in the ocean in his native Guernsey.
Have you ever considered if the attempt to select and buy individual stocks is a worthwhile exercise? Is it better to stick with a disciplined approach to investing and look to win in the longer term? This vlog explores some thoughts on the matter (and there's a very cold dip involved!).
In this great Expert Wealth TV series we'll explore the basics of investing in simple bitesize chunks. In this first video, we'll learn about asset classes.
In the first in our series of videos on the value of financial advice, we'll ask the key question - Do I need an adviser?
It is human nature to look at an investment that has done particularly well and wish you had been invested in it. We all risk being dragged into ‘if only’ mind games: ‘If only I had put a £10,000 into Amazon in 2003, I’d be retired by now’. ‘If only I had bought Bitcoin at £1…’. These thoughts are dangerous to investors, as this fear of missing out (FOMO) can tempt them into taking speculative risks, often based on a rear-view mirror perspective. Concentrated risks have concentrated outcomes, both good and bad.
The world of financial planning can be complex and technical. It's sometimes easy to lose sight of why having a financial plan is so important! We recently came across this amazing video of Doris Day, singing in the 1950's and felt it was an apt reminder of what we're trying to achieve in the Expert Wealth family. Have a look!
At Expert Wealth, we're always looking for ways to improve the standard of service we offer. We would like to inform you we will begin recording all incoming calls to Expert Wealth from the end of June 2019. This will allow us to monitor the quality of service we're offering on the phone, and give you all the same security you would have when you're meeting us face to face in the office.