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.
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, 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.
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 and Economist. Swedish by birth, he has been a financial adviser for the past 20 years after studying Economics at the University of Cape Town. Mike combines his understanding of complex economic and financial questions with his passion for working with people in his advice.
Mike's main passions are his family, mountain biking and his farm in Sweden.
Sarah is our Operations Director and Senior Administrator. She has 25 years of experience from both provider and advice side in the Financial Services sector. Sarah is considered an expert in all areas of administration and is vital to the running of the business.
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.
Steve joined the firm in 2019 and is a Financial Planner. Steve is a member of the CISI and is a CFP™ professional. Before joining the team, Steve had a role in operations at 1825, part of the Standard Life Aberdeen Group of companies and prior to that as a Financial Planner at Plexus Wealth in South Africa.
Outside of work, Steve is a keen golfer, enjoys keeping active and spending time with loved ones.
Spencer is a paraplanner, currently working towards completing his Diploma in Regulated Financial Planning.. He has a 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 is currently playing rugby in the English Championship for Amptill Rugby Club
Frida has a background is physiotherapy which encompasses her two main professional goals; to help people and provide excellent customer service. Starting her career as an Administrator in the company in 2018, Frida has enjoyed fulfilling these goals while drawing on her past experience.
Outside of work Frida spends her time with the family as much outdoors as possible; cycling, skiing and hiking.
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.
Josh is a qualified financial adviser. He holds the Diploma in Regulated Financial Planning and is now 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 for 4 years, where he met Mike. Josh has since been advising clients in our financial planning team for the past few years.
Josh is a keen fan of football, and is unbearable in the office now that Liverpool have won the Premier League title.
Andrew has gained over 10 years’ experience in the advice industry, having studied in South Africa completing a Bachelor’s Degree (NMMU) and a Postgraduate Diploma (UFS) both in Financial Planning. He started his career as an Adviser at Standard Bank, then at PSG before relocating to the UK. Andrew joined Global WealthMAP in 2017 as a Paraplanner and has made the transition to Adviser this year on completion of the Diploma in Regulated Financial Planning, he now aims to become Chartered.
Outside of work Andrew loves spending time with family in East Sussex and enjoys long walks on the coast.”
Originally from South Africa, Leanne moved to the UK and started out in the IFA industry in 2008 providing support for various members of a team. She gained experience working with a wide variety of platforms and providers in order to ease the process of clients’ applications. Having taken some time off to raise her young family, Leanne is currently working part-time to create a work/family balance.
In her spare time Leanne enjoys quiet time on the road training for upcoming running events and providing motivation to her two young daughters.