Principal, Partner & Senior IFA

Mark has extensive experience within the financial services industry as a financial adviser and other roles prior to that. His previous experience includes roles at Cornhill Insurance, The Children’s Mutual and St James’s Place Wealth Management as a financial adviser.

Mark established Sandycross Wealth Management in 2009 with his wife Kimberley, in order to give independent advice to his clients.

Away from the office Mark enjoys running, playing tennis and reading a good book when not spending time with his four children!

Qualifications held:

• Certificate in Financial Planning
• Certificate in Financial Planning and Long Term Care Insurance
• Certificate in Life & Pensions
• Diploma in Financial Planning

Partner and Financial Executive

Kimberley founded Sandycross Wealth Management with Mark and works on the financial and accounting side of the business.

She has always worked in the financial services industry having worked at The Children’s Mutual and in payroll positions prior to that. Kimberley holds the Level Two Certificate in Business Finance and the FPC1 exam in UK Financial Services, Regulation & Ethics.

Kimberley enjoys long countryside walks, baking, reading and also spending time with her four children.

Qualifications held:

• Business Finance Certificate Level 2
• FPC1

Independent Financial Adviser

Joanna has held client services and administrative roles within various organisations and industries. Her previous experience includes roles with organisations such as Lloyds Private Banking and Hamptons International.

She joined Sandycross Wealth Management in 2013; initially in an administrative position whilst undertaking various industry exams and then quickly progressed to paraplanning and then advising. She has been a fully qualified Financial Adviser since January 2017.

Joanna’s interests include running, countryside walks and cricket (although she doesn’t play as much as she would like!) and has two children.

Qualifications held:

• Award in Financial Administration
• Certificate in Life & Pensions
• Certificate in Financial Services
• Diploma in Regulated Financial Planning
• Award in Financial Administration
• Level 3 Award in Long Term Care Insurance

Financial Support Administrator

Camilla joined Sandycross Wealth Management in 2016 and has a highly experienced financial services background, having worked on the Debt Capital Markets and Institutional Relationship Management desks at National Australia Bank in the City of London, for many years.

She deals with all aspects of assisting our clients and is a highly experienced administrator. She will often be the first person you speak to when you call us!

Camilla enjoys spending time with her young family, walking, playing tennis and going to the theatre, and is currently the Chairperson of the Fundraising committee for her village primary school.