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 in financial services for 27 years, 11 of those in tba Wealth Management. Claire represents the administrative backbone that is needed to ensure that we provide compliant, impartial and service driven advice to our clients.

Outside of work Claire enjoys socialising, to the point where she helps run a local social club, travel and binge watching BBC boxsets. Claire spends a great deal of her non work time organising charity events for the club.

Hemlata has two boys which keep her very busy. In her spare time she enjoys baking, gardening and going to the Theatre.

Hemlata is also a total DIY fanatic and will find any excuse to paint or decorate her home!

Mackenzie joined tba in August 2021. He currently holds CeMap and is working towards an equity release and financial planning qualification.

Mackenzie enjoys watching his beloved Liverpool play football on the weekends and socialising with his friends.