Meet The Team

Martin Card FPFS Certs CII (MP & ER)


07748 773 212  /  020 8661 7878

With more than 30 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. Martin annually qualifies as a "Top Rated Financial Adviser" 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. A limited amount of the UK’s diminishing number of financial advisers are qualified as Chartered Financial Planners. Even fewer 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 film and music fan and can sometimes be seen near the front of a Depeche Mode concert.


Financial & Corporate Finance Consultant

07970 952 275  /  020 8661 7878

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 Matthews 

Financial Services Manager

020 8661 7878

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.

Mackenzie Street DipPFS, Certs CII (MP & ER) 

Trainee Financial Advisor

020 8661 7878

Since joining tba Wealth Management in August 2021, Mackenzie has achieved qualifications in Mortgage Advice, Equity Release, and Regulated Financial Planning. He supports the Financial Advisers with their paraplanning and administrative needs, whilst continuing to train to be a Financial Adviser himself.

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

Laoise Healy 

Trainee Paraplanner and Financial Advisor

020 8661 7878 

Since joining TBA in 2022 Laoise's ambitions to become a qualified financial advisor have grown. She is looking forward to commencing her studies and becoming qualified in the near future.

Outside of work Laoise likes to spend time socialising with friends and family.


Whatever area of financial advice you or your business may be looking for, we are confident that one of our independent financial advisers will be able to offer expert help. All initial meetings are at our cost so you can be safe in the knowledge that you can sit down and discuss your situation without fear of receiving a bill at the end of it. To arrange a time for your free meeting to discuss how we might be able to help you or your business don't delay and get in touch today.

We are happy to answer any questions no matter how small, we find that seeking early advice can often be beneficial.

All our financial advisors are regulated and authorised by the Financial Conduct Authority (FCA).

Contact us here or call us on 0208 661 7878


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