We are committed to understanding the unique needs and aspirations of each client. We believe that successful financial planning requires a personalised approach, which is why we take the time to listen, learn, and collaborate closely with our clients.
From our first conversation to ongoing support, here’s how we work together.
At Fornells Wealth Management, our team is dedicated to helping clients achieve their financial goals with tailored advice and expert guidance. With a wealth of experience and a commitment to excellence, we pride ourselves on building lasting relationships based on trust and results.
Ciaran is a member of the Chartered Institute for Securities & Investment (CISI) and holds their Level 4 Diploma in Investment Advice (Financial Planning & Advice), along with the CFA UK’s Investment Management Certificate (IMC).
Ciaran started his finance career at a wealth management and financial planning practice in Dubai in 2015. After moving back to the UK in 2016, Ciaran joined one of the worlds largest insurers, initially working in the field of private medical insurance before joining their asset management arm.
During his time in asset management, Ciaran was responsible for managing relationships at executive level and presenting to professional investors at industry events across the UK.
Driven by a passion for financial markets and helping people manage their finances efficiently, Ciaran decided he wanted to help people on a one-to-one basis and offer a consultative approach to independent advice and therefore created FWM, Fornells Wealth Management.
As well as founding FWM, Ciaran is also a trustee and the financial director of a charity called Operation Christmas Box.
Dimitri is a member of the Chartered Institute for Securities & Investment (CISI) and holds their Level 4 Diploma in Investment Advice (Financial Planning & Advice), along with CFA UK’s Investment Management Certificate (IMC).
Dimitri has more than a decade of experience in financial services, beginning his career at the Financial Ombudsman Service (FOS), working exclusively on investment cases. After three successful years at the FOS, obtaining qualifications and working his way to becoming a mentor, Dimitri’s services were obtained by Deloitte where he worked prior to a second stint at the FOS.
Dimitri then decided to move into asset management and had very successful spells at three of the largest asset managers in the UK, working his way up to a managerial level.
His passion for financial planning and wealth management, then led to him pursuing his ambition of becoming a wealth advisor and he decided to join Fornells Wealth Management (FWM), as he felt a great synergy between himself and the organisation.
Jag is a member of the Chartered Insurance Institute (CII) and holds their Diploma in Financial Planning, Certificate in Mortgage Advice and Certificate in Equity Release. Jag also holds a bachelor and master degree in chemistry.
Having spent over 20 years at one of the leading market research companies globally, Jag specialised in the field of consumer behaviour. She was responsible for playing a lead role servicing household names within a variety of sectors.
Her success is rooted in the strong relationships she has built with clients and colleagues, characterised by trust, integrity, and an approachable demeanour. Jag’s extensive experience in helping clients achieve their business goals and this has equipped her with a unique and transferable skill set for the finance industry.
Passionate about personal finance, Jag transitioned into financial advice in 2021. Since then, she has established herself as an independent wealth advisor, servicing clients throughout South West London, where she lives with her family.
Stuart is a member of the Chartered Insurance Institute (CII) and holds the Diploma in Financial Planning (DipPFS), along with the CFA UK’s Investment Management Certificate (IMC).
With over 20 years of experience in financial services, Stuart began his career at Winterthur Life (later AXA Wealth), where he worked across several teams, including proposition and fund relationships. These roles provided him with extensive knowledge in pensions and investments before he moved into asset management.
Stuart further developed his expertise at two leading asset management firms, gaining experience supporting business operations across Europe, Asia, and the UK.
Driven by a desire to make a meaningful impact on clients’ lives, Stuart transitioned into wealth advisory and joined Fornells Wealth Management.
His expertise lies in pensions, investments, and tax planning, with cashflow planning at the heart of his advice process. Stuart’s approach helps clients achieve confidence and clarity in their financial plans, ensuring their long-term goals are supported by well-structured strategies.
Tax efficiency is an important factor when planning for the future, especially if you are a high earner. Whether it be for the purposes of investing, retirement or estate planning, we ensure you are not unnecessarily paying tax by utilising allowances and other tools we have at our disposal.
Be prepared for the unexpected. Insurance can help provide piece of mind. Safeguarding your family or business is imperative when planning for the future. Life insurance, critical illness cover, income protection are just a few of the policies we are able to advise on.
At Fornells Wealth Management, financial education is a topic we are extremely passionate about.
We offer financial education in the workplace to help your employees develop their knowledge, skill and understanding of personal finance.
Whether it be an in person presentation on a particular topic such as financial wellbeing, having a trusted advisor placed within your office for the day or a general Q&A session, we have you covered. Our service provides your employees with an opportunity to engage with a qualified professional.
Financial stress can significantly impact an employee's well-being and overall job performance. By providing financial education, businesses can help employees better manage their finances, reduce stress, and improve their overall well-being.
Financial stress can be a major distraction for employees, leading to decreased productivity and lower engagement. When employees are worried about their finances, they may be less focused on their work. By providing financial education, businesses can help employees feel more in control of their finances, leading to increased productivity and higher levels of engagement.
Offering financial education can be a valuable tool for attracting and retaining top talent. Employees are likely to appreciate employers who invest in their financial well-being, and may be more likely to stay with a company that offers such benefits. Additionally, offering financial education can help businesses stand out as employers of choice in a competitive job market.
Many employees may not fully understand their retirement options or how to effectively plan for their future. By providing financial education, businesses can help employees make more informed decisions about retirement planning, investments, and other long-term financial goals.
Financial stress can contribute to health issues such as anxiety, depression, and other stress-related conditions. By helping employees better manage their finances, businesses can potentially reduce healthcare costs associated with these conditions.
Financial education can empower employees to make better financial decisions, such as budgeting, saving, and investing. In turn, this can lead to employees with stronger financial stability and resilience, which can positively impact their personal lives and their work performance.
It is never too early to get started. Tell us more about your goals.
Regent Street, London, W1B 3HH
Foundry, No32, 3 Ellen Street, Hove, BN3 3LN
0207 307 5932
info@fornellswealth.com
Disclaimer: The value of investments may go down as well as up and you may get back less than you invest. Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, estate or tax planning. Cover will cease on insurance products if premium payments are not maintained. A pension is a long-term investment, and the value is not guaranteed. Any advice or considerations are personal to each individual’s circumstances. This guide is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Fornells Wealth Management Ltd (FWM) is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Address: The Maltings, East Tyndall Street, Cardiff Bay, Cardiff, CF24 5EA . Fornells Wealth Management Ltd (FWM) is a UK based limited company, companies house reference 13676154. Fornells Wealth Management Ltd (FWM) is registered with and regulated by the Financial Conduct Authority (FCA). Reference number 1006869.
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