Meet the team

Get to know some of our friendly experts who are based all around the United Kingdom.

Jess Geere
Jess is a Paraplanner. She provides essential support and assistance in various aspects of financial planning, including analysing clients’ finances and drafting recommendation reports.

Jess studied Physics at Swansea University and now holds the DipPFS in Financial Planning, working towards Chartered Status. In her spare time Jess plays Netball and Rounders.
John Tait
Head of Personal Advice
John is a Chartered Financial Planner and Fellow of the Personal Finance Society. He heads up the Personal Advice Team and specialises in building bespoke financial plans for clients. Alongside this, he is focussed on modernising how we give advice, to make it more engaging for customers and more affordable.

When he is not busy making financial advice accessible and affordable you’ll find John caring for his young family or helping out on his family’s farm.
Jonny Stewart
Senior Financial
Planning Consultant  
Jonny is a senior financial planning consultant, providing both guidance and advice to clients.

Jonny studied marketing at Newcastle University and holds the Regulated Diploma in Financial Planning while working towards becoming a Chartered Financial Planner.

In his spare time Jonny enjoys playing sports, particularly football, cricket and running.
Mike Barrow
Client Services Administrator
Mike is a Financial Planning Consultant who offers financial guidance to our clients and creates much of our educational content. He will likely be one of the first points of contact in your Wealth Wizards journey. Mike studied Human Performance Science at Brunel University in West London and then transitioned into Financial Services in 2016. He successfully completed the LIBF Diploma for Financial Advisers (DipFA) and worked as a Financial Coach.

In his free time, Mike enjoys competing in CrossFit and spending time with his partner and their dog.
David Campbell
Chartered Financial Planner  
David is a Chartered Financial Planner and brings a huge  amount of technical expertise and experience to the team.

In his spare time,  David likes to keep fit and spend time with his family.
Nicky Raven
Head of Client Services
Nicky heads up our client services team and brings a wealth of knowledge in financial services as well as various other sectors to the team.

In her spare time she is an avid traveler and enjoys exploring new cultures and countries.
Shiv Kinsella
Client Services Administrator
Shiv is an experienced financial services professional with a passion for reading and travel. Her expertise lies in organisation, client relationship management and financial planning implementation.

When she’s not immersed in numbers, you’ll find her exploring new destinations and discovering stories through books.

Awards and recognition

Citywire. New Model Adviser Top 100 2023 badge.
Award Badge. Citywire New Model Adviser Top 35 Next Gen Advisers 2023
Award Badge. AI fintech
100 Fintech Disrupters 2020 Award Badge
Award Badge. Wealthtech 100

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