Empowering you to live the life you want
THE STORY BEGINS WITH YOU
Global WealthMAP is a boutique wealth planning practice based in London. We provide unbiased, independent fee-based advice to clients who are looking to create, enhance or preserve their wealth.
Building your wealth
You are looking to nurture and grow your assets.
Preserving your wealth
You are looking to make your wealth last a lifetime and, past that, to create a lasting legacy.
Enjoying your wealth
You are looking to enjoy the wealth you have worked so hard to create.
WHY – LIFESTYLE PLANNING
The first step to making an effective plan is to understand what drives you. We want to understand what goals you would like to achieve within your given timeframe and why. Our advice is clear, comprehensive and uncomplicated to help you make an informed decision which will enable you to achieve your aims and objectives, both personal and financial.
HOW – FINANCIAL PLANNING
We bring an academic approach to our research and are pragmatic in its application. We start with reviewing the current structure of your financial arrangements and subsequently create a tailored plan to best suit your needs. Our ambitions centre purely around trying to deliver the best possible service to our clients. As independent financial planners, we are able to review the whole of the market in assessing the most suitable solutions for our clients.
WHAT – FINANCIAL ADVICE
Once we are sure of the Why and the How, we can then begin to implement the What. Our advice encompasses the full range of advice on pensions, investments, protection, mortgages, tax planning and estate planning. Our priority is achieving the best outcome for the client, and as such we have no product bias. As independent advisers we can review the whole of the market before making our recommendations.
Mortgages
We are an independent mortgage broker, operating across the whole of the market, and directly regulated by the Financial Conduct Authority.
Our independence means that our advisers have the scope and expertise to source different rates and products across the whole of the mortgage market, rather than being restricted to the products of one bank or lender. Our role is to make sure that you get the mortgage product that is most suitable to your requirements.
We can advise on the following mortgages:
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First-time buyers
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Moving home
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Remortgaging
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Buy-to-let mortgages
We make sure that your mortgage application experience is as smooth and hassle-free as possible. A dedicated mortgage adviser and administrator will be on hand to guide you through the process from start to finish.
For any mortgage related queries please contact mortgages@globalwealthmap.com
Commitment & Discipline
A significant part of our relationship is making sure that you completely understand the advice we give. We work closely with you to make sure you know and follow the plan.
Cost-effective solution
We value a transparent and efficient fee-based advice service. We provide a simple offering that sees you getting the best independent advice for your current situation in the most cost-effective way.
WHO WE ARE
Our Team
Michael Lawrence
Mike is a Chartered Financial planner with a background in Economics. Mike combines his understanding of complex economic and financial questions with his passion for working with people. Mike is also in charge of adviser training and development, allowing him to constantly focus and evaluate how we develop and improve our service.
Mike lives by the sea and his passion lies in hiking, cycling and kayaking, together with the family.
Sarah Rice
Sarah is our Operations Director. She has over 25 years of administration experience, seen from both the provider and intermediary side of the Financial Services sector. Sarah is considered to be an expert in all areas of administration and is vital to the running of the business, having helped to develop and grow the company to what it is today. Her role now involves more operational duties, so she is currently undertaking a level 5 Operations Managers Apprenticeship, but her heart is in the client work, passionate about ensuring the positive client experience is at the centre of what we do.
Sarah's hobbies include health and fitness, and spending time in her seaside home in Broadstairs
Gary Clayton
Gary qualified as a Chartered Accountant with Deloitte in 1999 and has been a wealth planner since 2006. He founded Global Wealth in 2014 so that he could implement sound, smart and cost-effective solutions for his clients. Gary has a keen understanding of what motivates people and uses this to help clients arrive at their desired outcome.
Gary's main passions are his family, his dog and making his own biltong, which he generously shares round the office.
Donia Dimov
Donia holds Chartered status and specialises in long-term financial planning. She started her financial planning career in New Zealand and has also worked at some large financial services providers like Royal London and Old Mutual. Donia is passionate about helping her clients make effective financial decisions and often uses a wide network of other professionals to achieve that.
Outside of work, Donia loves the outdoors and enjoys hiking, skiing, sailing and cycling. She has a grown-up family, who often join in the outdoor fun.
donia@globalwealthmap.com
Spencer Sutherland
Spencer is a qualified Financial Adviser. He holds a Diploma in Regulated Financial Planning and is studying to become a Chartered Financial Planner. He is of legal background, having studied law at University before completing his Legal Practice Course and then going on to work in the Corporate and Legal Department in a Wealth Management Firm.
Spencer enjoys playing sport and has recently stopped playing rugby, where he used to play in the English Championship for Ampthill Rugby Club.
spencer@globalwealthmap.com
Frida Lawrence
Frida’s background as a physiotherapist has given a good grounding for her main professional goals; to help people and provide excellent customer service. Frida is a Protection Adviser, and heads our Employee Benefit team, which involves assisting companies with their Auto Enrolment obligations.
Outside of work Frida spends her time with the family by the seaside, being outdoors as much as possible either cycling, hiking and ideally skiing.
frida@globalwealthmap.com
Stephen Lishman
As a Financial Planner, Stephen’s favourite part of the role is finding a solution for clients through discussing their needs, identifying their options, and arriving at a simple solution that works for them. Ultimately, it is about helping people live the lifestyle they desire without money worries. In addition to being a member of the Chartered Institute for Securities & Investment and a CFP™ professional, he is also studying through the Chartered Insurance Institute.
Outside of work Stephen is a keen golfer and enjoys keeping active.
steve@globalwealthmap.com
Eva Mota
Eva is a qualified Mortgage Broker with 20 years’ experience. She specialises in residential purchases; buy to let and limited company buy to let mortgage as well as remortgages and product transfers. She started her journey as a Broker in an Estate agent and has progressed her career from there. She is a people person and enjoys helping people achieve one of the biggest financial goals of their lives whether they’re just starting out, moving up the ladder or adding to their portfolio. Her number one goal is to ensure her customer is always happy and that their needs have been met!
Outside of work she enjoys spending time with her husband, 2 children and dog. She loves walking, travelling, wine and dining out. She also enjoys nights in cooking, baking and recharging.
Tamsin Jones
Tamsin has been working in the Financial Services Sector since 2000 and has gained her experience in firms based in Cape Town, Edinburgh, and London. She joined Global WealthMap in 2022 as our Client Services Manager, and she's excited to focus on delivering a high standard of service to our existing clients.
While passionate in developing new processes within the business, Tamsin always makes sure that the client is at the heart of what we do—and what comes first.
Outside of work, Tamsin enjoys spending time with her family. She's also an avid runner and loves visiting new places.
tamsin@globalwealthmap.com
Nicole Smith
Nicole has swapped a rural lifestyle in the Natal highlands for the South East of England, embracing the combination of working in a dynamic team and enjoying the British countryside.
She works closely with the advisers and has a passion for making sense of complex information and helping clients get clarity on their planning.
When not working Nicole enjoys hiking, crafting and spending time with her family.
nicole@globalwealthmap.com
Lacey Fisher
With over 15 years of dedicated service in financial services, Lacey brings a wealth of expertise to our team as Adviser Support. Her journey has been shaped by a comprehensive understanding of pensions and investment administration, gained from both provider and adviser perspectives.
Lacey is not just an asset in the financial realm; she is also a key member of our social and corporate responsibility efforts. Her commitment to making a positive impact extends beyond the numbers, enriching our workplace and community.
In her free time, you will likely find Lacey exploring the great outdoors with her beloved dog Milo.
Lacey@globalwealthmap.com
Tom Morrison
Tom is our ambitious apprentice in Financial Services Administration, seamlessly bridging academic studies with the professional world. Armed with a Master’s in Economics from the University of Portsmouth, he is eager to learn and grow in the industry. His particular area of interest is Venture Capital Trusts and investments strategies.
When he is not diving into financial matters, Tom enjoys playing hockey and honing his culinary skills in the kitchen.
Josh Golding
Josh is a qualified financial adviser with a decade of experience in the wealth management industry. He holds the Diploma in Regulated Financial Planning and is studying to become a Chartered Financial Planner. Having graduated with a degree in Classics from Durham University, Josh honed his analytical skills in a Mayfair-based wealth management firm at the start of his career. He joined GWM in 2017, as he wanted to have a greater focus on personal financial planning and helping clients achieve their lifestyle objectives.
Josh is a keen sportsman, and enjoys playing golf and football in his spare time.
Andrew Crossman
Andrew is passionate about protecting the financial wellbeing of clients. Personal and business protection is not as simple as one may think and Andrew has a way of navigating these complexities with clients. He will not rest until he has an outcome on a case. Andrew first qualified as an adviser in South Africa before doing the same in the UK and is now en route to becoming Chartered.
Outside of work Andrew loves spending time with family in East Sussex and enjoys long walks on the coast, or simply having a braai (bbq!) with friends.
andrew@globalwealthmap.com
Leanne Wilhelm
Leanne is our Adviser Support Manager, who guides our support team in providing clients with a high standard of service. She has gained experience working with a wide variety of platforms and providers to ensure a positive client experience. Leanne holds a CII Level 3 Certificate in Financial Services and is looking to pursue a qualification in leadership.
Outside of work, Leanne enjoys quality time with the family and remains active to take on various outdoor challenges.
leanne@globalwealthmap.com
Turon Miah
Turon started working as a Mortgage Adviser in 2013. He has experience in dealing with all types of mortgage clients, from being face to face in an Estate Agency to dealing with clients completely online. With his can-do attitude and outgoing personality, Turon will make you feel at home throughout the application process.
His hobbies include going to watch football and travelling the world in his spare time.
turon@globalwealthmap.com
Darryl Brock
After starting his career with an accountancy firm in Bristol, Darryl worked in commerce before taking a career break to complete a PhD. He returned to finance with a wealth management firm in Europe before joining GWM after Brexit to advise UK based clients. Darryl is a licensed adviser in both the EU & UK, and is a Fellow of the Chartered Institute of Securities & Investments (CISI) with whom he holds the Private Client Investment Advice & Management qualification.
Darryl lives in Wales and outside of work enjoys walking the family dog along the coast and listening to his vinyl collection.
darryl@globalwealthmap.com
Craig Taggart
Craig has been in the financial services industry for 30 years. He is responsible for Business Development and is involved in developing the mortgage offering from Global Wealth Map.
The majority of Craig's time is taken up by his young family. When he gets the chance he loves watching rugby and football and occasionally playing a round of golf.
craigt@globalwealthmap.com
Sam Martin
Sam is our Paraplanner and joined the Team in 2023. He holds the Diploma in Regulated Financial Planning and is studying towards acquiring Chartered Status. As a Paraplanner, Sam enjoys conducting technical research and analysis that underpins the advice we provide. He provides dedicated support to the Financial Advisers with the intention of enabling them to deliver a high standard of service to our clients.
Outside of work, Sam is a passionate sports fan and holds a season ticket at Brighton & Hove Albion FC.
Ishy Jutla
Ishy has worked within the financial services industry for 8 years. Her experience in pension account management, which she gained working with a variety of platforms, provides valuable insight for planning administration. As an Adviser Support, Ishy enjoys engaging with clients, making their financial planning journey smoother and to ensures a positive client experience. Ishy is a valued member of our social and Corporate Social Responsibility committee.
Outside of work, Ishy loves cooking, travelling, and spending time with her family.
Ishy@globalwealthmap.com