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.
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:
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 email@example.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.
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
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 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, but her heart is in the client work, passionate about ensuring the positive client experience is at the heart of what we do.
Sarah's hobbies include health and fitness, and spending time in her seaside home in Broadstairs
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 is an experienced adviser specialising 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 golf. She has a grown-up family, who often join in the outdoor fun.
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.
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.
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.
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.
Josh is a qualified financial adviser with 8 years 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 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.
Originally from South Africa, Leanne moved to the UK and started out in the Financial Services Sector in 2008 providing administrative support to members of a team.She has gained experience working with a wide variety of platforms and providers to ensure a positive client experience.
Leanne is our Advisor Support Manager guiding the support team to provide a high standard of service to our clients.
Outside of work, Leanne enjoys quality time with the family and remains active to take on various outdoor challenges.
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.