At GT Wealth Management, we aren’t just wealth managers, we care about the individuals behind the finances, which is why we’ll be there every step of the way.
Tim has made a career out of helping people understand the financial world and driving them to make good decisions within it.
“I am privileged to have worked with a very wide variety of people from all walks of life and wealth - from the first few hundred pounds (usually being put away by a grandparent) to many millions. Today I am lucky to lead a team at GT who are all people I would trust with my own wealth.”
An inspiring leader and industry expert, Tim enjoys giving others financial clarity.
Diane supports GT Wealth’s advisers with administrative and paraplanning services. Whether dealing with Inheritance Tax Calculation or Portfolio Performances, the role puts Diane’s strong mathematical abilities and passion for Excel to good use.
Diane values her colleagues and believes in equality and respect in the workplace and states “the people I work with and the honest ethics of the business” is what makes working at GT Wealth Management so pleasant.
Diane lives in Buckinghamshire and enjoys sports such as golf, tennis or the mountainside in Les Arc, France. She is often found at the allotment attending her veg patch.
Qualifications: CeMAP Mortgage and Protection Adviser, ER1 – Specialist in Equity Release Advice
Paula has worked in financial services for over 30 years. From Administrator to Mortgage Adviser she has attained a wealth of knowledge in Mortgages of all descriptions. Paula’s philosophy is that “Every client’s situation is different” - we couldn’t agree more.
Since joining GT Wealth Management Paula has helped many clients overcome obstacles and achieve their goals; often going above and beyond to do so.
In her spare time, Paula enjoys musicals and is a member of two choirs, Jupiter Singers and The London Show Choir. She is a keen photographer and a loyal supporter of Chelsea FC.
Teresa has worked in Financial Services for over 20 years and has supported GT Wealth MD, Tim Wall, since 1998.
In her current role, Teresa heads up GT Wealth’s administration team and oversees the daily operations of the business. Teresa’s dedication and work ethic is crucial to the smooth running of the business.
“I am committed to ensuring that GT Wealth Management delivers high-quality service for our clients, whilst providing support to all members of our team and maintaining our database and client records.”
In her spare time, Teresa enjoys caring for her horse and entertaining her two teenage children.
Lisa joined GT Wealth Management in 2018 after working as a Pension Administrator and within client-facing roles in the personal banking sector.
Passionate about customer service and a keen learner, Lisa is continually expanding her financial knowledge. For Lisa, being involved in an experienced team committed to providing the best outcome for clients is what makes GT Wealth special.
In her spare time, Lisa is a taxi service for her children and when she does find some time for herself, she can be found in a high-energy circuit class. Lisa is also passionate about the cinema and travelling.
Stuart started working in financial services 20 years ago with Prudential and he hasn’t looked back since. Over the years he has built up an extensive knowledge of Financial providers and processes.
Above all, Stuart values helping others and providing the best possible service. As a Client Service Administrator, Stuart coordinates and performs a range of financial and operational support activities to serve and support our clients and Financial Advisers.
When he’s not carrying out his administrative duties and helping others, Stuart enjoys experimenting in the kitchen with new recipes and spending time with his family playing board games.
Qualifications: MSc Finance
Harry started working for GT Wealth Management in 2018, having studied Finance at university with a specialism in Portfolio Management and stock market analysis.
He describes GT Wealth Management as a friendly and welcoming environment and enjoys using his knowledge and expertise to help people create a clear picture of what their financial future might look like and how they can achieve it.
When he’s not reading up on the markets, Harry can be found enjoying a game of tennis or golf or even rock climbing with friends and family. As well as travelling to Twickenham to watch Harlequins play.
Qualifications’: CII, FPFS, CII G60, CII G70, CII AF3, CII AF5, CII CF8
Peter has over 30 years’ experience in financial planning and investment management. Having spent the majority of his career within large organisations such as Clerical Medical and Scottish Widows, Peter transitioned to financial advice in 2015.
Peter helps individuals chart a steady course when planning their financial future. He understands the complex dynamics of wealth and how to adapt intelligently as conditions change.
Peter endeavours to create long-term, meaningful relationships with clients and provides personalised financial planning advice without the jargon.
A keen runner and skier, when he’s not appreciating the great outdoors, Peter spends quality time with his family and enjoys being a part of a busy church.
Having benefited from some great mentors at the start of her career, Stephanie worked for major firms such as JP Morgan, Close Brothers and what was Towry. She gives one to one advice to individual clients, families, attorneys and trustees.
Stephanie does her best to explain financial matters simply in plain English, no matter how complex the subject or the sums involved.
She enjoys hearing about client’s lives, and what matters to them and appreciates the great support team at GT, who help her look after them.
Samantha has worked in the Financial Services Industry for over 30 years and alongside GT Wealth Management’s Managing Director, Tim Wall, since 2006.
As a paraplanner, Samantha provides research and analysis on our client’s portfolios. Working in collaboration with Financial Advisers and other colleagues, Samantha provides recommendations and produces suitability reports in line with company policy, to ensure client objectives are met.
Samantha loves to spend her spare time enjoying the great outdoors, including going for runs and walking the dog.
Finding the right career path can be extremely challenging, something that requires much exploration.
As part of the GT Wealth team, you’ll be a valuable part of the business. This is why we support all of our employees with a range of expert guidance and pay for examinations, so they can grow and reach their career goals.DISCOVER OUR CAREERS