Meet The Team

With more than 20 years in the industry Martin has worked for some of the most prestigious private banks and wealth managers. Martin qualified as a Chartered Financial Planner in 2008 and is a Fellow of the Personal Finance Society. More recently Martin qualified as a "Top Rated Financial Advisor" and featured in VouchedFor 's guide to the UK's Top Rated Financial Advisers which featured in The Times Newspaper.

The Chartered status is a qualification that is widely regarded as the premier title for financial advice professionals. Only around 3,500 of the UK's 35,000 financial advisers are qualified as Chartered Financial Planners. Even fewer, around 1,500, have gone on to achieve FPFS accreditation.

Martin likes to keep active by going to the gym and running around his local village. He is an avid music and film fan and follows his children from venue to venue watching them perform

Alan has been with the firm since 1972. Being both an accountant and financial adviser, he is experienced in advising proprietors on tax efficiencies in unlocking money from their businesses for retirement planning.

Over the past ten years Alan has built a detailed knowledge of investment trust companies which are cost effective long term savings vehicles. He is a specialist in Inheritance Tax mitigation.

Alan loves socialising and has a passion for football.

Claire has been working at tba for over 30 years, 17 of which have been in the financial services Wealth Management department. Claire represents the administrative backbone which ensures all clients are provided with compliant, impartial and service driven advice.

Outside of work Claire enjoys spending time with her family, socialising with friends, travel, reading and binge watching Netflix.

Claire often spends time throughout the year organising and raising money for various charities.

Sophia joined TBA in January 2022 as a Financial Services Administrator supporting Wealth Management.

Outside of work, Sophia likes socialising with friends, retail therapy and going to the gym. She also enjoys spending time with her family and going on holidays.

Since joining tba Wealth Management in August 2021, Mackenzie has become a qualified Mortgage Adviser and Equity Release Adviser. He is currently studying Financial Planning with the Chartered Insurance Institute and is aiming to be one of the UK’s youngest qualified financial advisers.

Away from work Mackenzie enjoys socialising with his friends and has a passion for football.