Stef has worked in the financial services industry for over 10 years. She is currently working towards her Advanced Diploma in Financial Planning and hopes to achieve Chartered Status during the course of 2017. Stef strives to further her technical financial knowledge wherever possible.
Within Future Wealth Management, Stef's main focuses are 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, working out and long walks with her husband and dog.
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 of various parts of the finance world. Sophie has become a strong and valuable member of the team.
Sophie's current responsibilities involve overseeing mortgage applications, creating and updating client valuations and supporting the Paraplanners.
Outside of Future Wealth Management Sophie enjoys spending time with her family and her dogs. She also often enjoys time at the gym.
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.
Lucy started her Financial services career at Barclays in 1991 and worked there for 10 years. This was followed by a long career with Capita SIP Services.
Having previously worked for a St. James's Place Principal Partner where she supported a number of Financial Advisers, Lucy has a wealth of knowledge of the industry and St. James's Place. She continues to expand her knowledge by working towards her Diploma in Regulated Financial Planning.
Lucy joined Keith in 2014 and provides Paraplanning support.
Lucy is married and has two children who take up all of her spare time.
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.