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


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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.

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.

Tony Thomas BA (Hons) FPFS ACII AIFP
Tony Thomas BA (Hons) FPFS ACII AIFP, Chartered Financial Planner (TT Wealth)
Tel. 020 3841 6881
Email. tonywealthmasters.co.uk
Tony is the owner of TT Wealth, a trading style of Wealthmasters. He 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.

Felicita (Fliss) Wallace MA (Oxon) ACSI
Felicita (Fliss) Wallace MA (Oxon) ACSI, Independent Financial Adviser
Tel. 020 8167 9869
Email. fliss.wallaceseymourfinancial.co.uk
Fliss is the co-owner and financial adviser at Seymour Financial, a trading style of Wealthmasters. Since joining Wealthmasters in 2018 Fliss has gone from strength to strength, providing clients with an exceptional standard of service and care.

Laurence Murphy BA (Hons) FPFS APFS AwPETR
Laurence Murphy BA (Hons) FPFS APFS AwPETR, Chartered Financial Planner
Tel. 020 3841 6881
Email. laurencewealthmasters.co.uk
Laurence joined Wealthmasters in 2018 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.

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.

Jon Glister Dip PFS
Jon Glister Dip PFS, Independent Financial Adviser / Pension Specialist
Tel. 0203 841 6881
Email. jonwealthmasters.co.uk
Jon joined Wealthmasters in 2018 as a paraplanner. He has since qualified as a Pension Specialist with a focus on Defined Benefit pensions. Jon has worked in financial services for many years and provides a quality service to all the advisers at Wealthmasters while also mentoring the junior members of staff.

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