Meet your team
We’re extremely pleased to introduce the Expert Wealth Management family. If you’d like to know a bit more about how we all fit together, feel free to download our organogram here.
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.
Harry Egginton CLIENT SUPPORT
Harry has been working in financial services since 2017, starting his career in a high street bank.
By joining the team at EWM he is looking forward to learning about Expert’s approach to financial planning in a client focused environment within his role supporting the team as administrator.
In his spare time he enjoys playing football, keeping fit and has a very keen interest in cars as well as spending valued time with this family.
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
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.
Haven Risk Management 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. Haven help us to make sure our FCA regulatory responsibilities are fulfilled whilst we concentrate on looking after our clients.
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.
Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social […]
We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.
Jonathan and Dom met George Kinder over 10 years ago when they were becoming increasingly disparaged by the way Financial Planning was evolving in the UK. They felt there must be a better and more connected way to help people with their financial futures. After providing such insight, they have kept in close contact with George which has led to developing our fundamental ethos at Expert Wealth Management.
You will be working for an Independent Financial Adviser who hold corporate Chartered Financial Planner and CISI Accredited Firm status, as part of a small team looking after the financial planning needs of around 200 client families. As Paraplanner you will be providing high quality support and ensuring complete and accurate records […]
‘Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.’ John D. Rockefeller To this day we can still relate to the words of American industrialist John D. Rockefeller, despite their utterance over a century ago. Be it a privately owned business or publicly listed […]