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 10 years and achieved Chartered Status 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 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’s current responsibilities include liaising with providers and clients, processing business and supporting Future Wealth Management’s Partners in an administration capacity. She particularly enjoys working on mortgages and new investment business.
Outside of Future Wealth Management Maddi likes to spend time with her husband, two young boys and taking their family dog 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.
Lottie has worked in the financial services industry for over 7 years where her primary focus was Mortgages and Protection.
She joined Keith in 2017 and provides paraplanning support. Lottie is CeMap qualified and is now studying towards her Diploma in Regulated Financial Planning.
Outside of Future Wealth Management Lottie enjoys spending time with family and friends. She loves going to CrossFit and running and has run various distances, including half marathons, full marathons and an 80km run last year, in support of various charities.
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.