Wealthmasters Financial Management Ltd Logo
Telephone:  020 3841 6881
Email: clientcare@wealthmasters.co.uk
Atlantic House, Charnwood Park, Waterton, Bridgend CF31 3PL

Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?
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Pensions

When do you want to retire and how much income will you need?
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Investments

Are you making the best use of any spare capital or surplus income?
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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our Advisers together with their contact telephone number.

Our Advisers are supported by a friendly and professional administration team who will be happy to deal with any queries you may have.  For further contact details please see our "Contact Us" page.


John Walls, DipIP PFA CeMAP MIoD
John Walls, DipIP PFA CeMAP MIoD, Managing Director and Founder
Tel. 020 3841 6881
Email. johnwealthmasters.co.uk
John Walls is the Managing Director and Founder of the Wealthmasters Group of companies. He established the company in 2004 having previously jointly owned one of the largest IFA firms in South Wales.
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Leo Davies, DipFA
Leo Davies, DipFA, Head of Corporate Clients (Ambrose Clayton Wealth Management)
Tel. 020 3841 6884
Email. leoambroseclayton.com
Leo heads the corporate division under the trading name of Ambrose Clayton Wealth Management. He has a proven track record in managing wealth planning for a number of household name businesses. Read More
Adrian Shakespeare, DipPFS Cert's CII (MP & ER)
Adrian Shakespeare, DipPFS Cert's CII (MP & ER), Principal Consultant
Tel. 020 3841 6881
Email. adrianwealthmasters.co.uk
With a successful career spanning nearly 2 decades as an adviser in South Wales, Adrian is one of our Principal Consultants. Adrian prides himself on having a friendly manner combined with a holistic and innovative approach to achieving clients’ financial goals and aspirations.
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Tony Thomas BA (Hons) FPFS ACII AIFP
Tony Thomas BA (Hons) FPFS ACII AIFP, Chartered Financial Planner
Tel. 020 3841 6881
Email. tonywealthmasters.co.uk
Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status. Read More
Laurence Murphy DipFA AwPETR
Laurence Murphy DipFA AwPETR, Independant Financial Management
Tel. 020 3841 6881
Email. laurencewealthmasters.co.uk
Laurence has recently joined Wealthmasters and a fluent Welsh speaker. He has worked in financial services for many years. He aims to provide holistic financial planning tailored to each individual need ensuring clients meet their lifestyle and retirement goals. Read More

Clare Hopkins Dip PFS
Clare Hopkins Dip PFS, Independent Financial Adviser
Tel. 0203 841 6881
Email. Clarewealthmasters.co.uk
Clare joined our Wealthmasters team in 2018, however has been in the Financial Services industry for over 30 years. Clare is a Diploma Qualified Independent Financial Adviser and due to her past experience also assists our Paraplanner team.
Jon Glister Dip PFS
Jon Glister Dip PFS, Independent Financial Adviser
Tel. 0203 841 6881
Email. jonwealthmasters.co.uk
Sam Parry Dip PFS
Sam Parry Dip PFS, Independent Financial Adviser
Tel. 0203 841 6881
Email. samwealthmasters.co.uk
Sarah Thomas, DipPFS
Sarah Thomas, DipPFS, Client Services Manager
Tel. 020 3841 6881
Email. sarahwealthmasters.co.uk
Sarah Thomas joined Wealthmasters in 2006 as an Administrator and has progressed through the ranks to gain her Professional Qualifications with the Chartered Insurance Institute. Sarah holds the Diploma in Financial Planning and the Certificate in Life and Pensions. Read More
Indices
Value Move   %     
FTSE 100
6,189.90-96.04 -1.53 
FTSE All Share
3,429.03-50.17 -1.44 
Currencies
Value Move   %     
Euro
1.110.00 0.02 
United States Dollar
1.260.00 0.06 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 08/07/2020 at 07:03 AM