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Barry is an Equality Wealth accredited Adviser based in the South of England. He has been working successfully in financial services for 30 years and enjoys working with clients to help them to achieve their financial goals. Barry is the principal at Wells Wealth Management based in the city of Winchester and looks after clients across the south of England. Barry is proud to partner with Equality Wealth to provide specialist advice to the LGBT Community. He provides his clients with a bespoke first-class service with the emphasis being on maintaining long term face to face relationships as your trusted adviser.
James Leslie is passionate about supporting the LGBT Community and using his personal and business experience to help people in our Community achieve their life goals. James devoted the first 15 years of his working life to advising private clients on their property assets and sees his fundamental role to be a financial problem-solver, working with clients on a face-to-face basis to fully understand their aims and aspirations before implementing a highly personalised solution. With a focus on building long-term relationships, James looks to be a source of trusted advice for his clients.
Kath Wilkinson is proud to be launching the first specialist LGBT Financial Planning operation in Manchester and the North West in partnership with Equality Wealth. Kath will be using her experience and struggles in coming out to support others in the LGBT Community with a focus on helping LGBT people plan for their future and retirement in a safe and confidential space.
Malcolm Cuthbert is the Founding Partner for Equality Wealth in the UK and has significant experience in supporting the LGBT Community in planning for the future. Malcolm is a specialist in LGBT Retirement and as an Out and Proud father of four has additional expertise in issues around planning for children in same sex relationships. Malcolm is passionate about working with the LGBT Community and helping others based on his own journey.
Nicola Tempest-Hall takes pride and satisfaction in providing financial planning services to the LGBT Community in the North East. Using experience and a personable approach she helps clients feel at ease discussing personal issues. Nicola focuses on holistic financial planning to develop a plan truly tailored to the client's individual needs.
Stacey Body heads up Chapter Place Associates, a London based Wealth Management company holding the prestigious Chartered Status. As Ex-Group Managing Director of the famous LGBT advisory firm ‘Ivan Massow Group’, Stacey has dedicated years to providing the highest quality bespoke advice to the LGBT Community. Along with his expert team, he brings decades of experience advising the Community and is proud to partner with Equality Wealth to provide specialist advice across London and the South East.