MEET OUR TEAM
We are very excited to announce that Four Wealth Management have now merged with another St. James’s Place practice – Cooper Associates Wealth Management.
We look forward to welcoming you to one of our offices in Bristol, Taunton, Cheltenham or Cirencester very soon.
Our phone number remains the same. Please do get in touch if you have any queries on:
0117 973 0500
You will shortly be redirected to the Cooper Associates Wealth Management website.
MEET OUR TEAM
Our team of experts
At Four Wealth Management, we have an expert team of financial professionals who are all devoted to ensuring that our clients get the most out of their money. Our team have an abundance of experience within the financial sector and will provide you with a highly personalised service to help you meet your financial goals. We will take the time to match your individual needs with the correct adviser from the beginning of your journey with us.
Find out more about the team below.
JOHN MORRISON
BSc Hons DIP PFS - MANAGING DIRECTOR
John Morrison is the founder and Managing Director of Four Wealth Management Ltd and has over thirty years’ experience advising and helping clients with their financial planning.
After leaving Loughborough University, where he graduated with an Honours degree in Management, he spent the early part of his career working in some of the largest financial companies in the world. At the same time, he was playing rugby for Bath and representing England schools, colts, under 23, and ‘B’ levels. His Bath side dominated the trophies in the early 80’s enabling John to develop his understanding of what separates successful people and organisations from the average. Wearing the number four shirt, John was known as a safe pair of hands and this is the principal behind the relationship we have with our clients.
John offers bespoke, face to face wealth management advice and builds close relationships with his clients, many of whom have been with him for almost thirty years and have become close friends. John is particularly experienced in investment planning, inheritance and estate planning, tax planning and retirement planning.
John and his family live south of Bristol with a menagerie of animals.
Mrs Summers - Bourton on the Water
METTE JENSEN
DipPFS, Cert Cii (MP) - SENIOR FINANCIAL ADVISER
Mette provides comprehensive financial planning solutions to individuals, families, business owners and executives. Advising on all aspects of wealth management including investment planning, tax planning and retirement planning, Mette specialises in helping business owners and is also an inheritance tax expert.
Mette enjoys working with clients to identify what’s important to them and then helping them to build and preserve their wealth so they can make the important things achievable and meet their financial goals.
Born in Denmark, Mette has considered the UK her home since 1988. Before joining the finance industry, Mette was an entrepreneur for thirty four years, having founded, developed and sold businesses across a number of sectors including sales, service, property, design and e-commerce.
When time allows Mette enjoys writing and singing soppy love songs.
JOE TUCCI
CHARTERED FINANCIAL PLANNER
Joe has over 27 years’ experience in advising clients and his passion has always been to provide first-class holistic, knowledgeable and experienced advice for his clients. A firm advocate of ongoing professional development to ensure his knowledge is always up-to-date with the latest developments and legislations. Joe is a Chartered Financial Planner and is working towards his Fellowship.
Joe advises in all areas of wealth management and specialises in long term care planning and complex retirement planning.
Out of hours, Joe is a keen DIYer (motivated by his wife Lucy’s to-do-list!) and enjoys hacking his way around a golf course when time allows.
Long term care planning advice may involve a referral to Care Sourcer, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James’s Place.
Miss Flaherty - Swindon
TOM FOLEY
MSc BA (Hons) Dip(PFS) - FINANCIAL ADVISER
Tom provides bespoke financial advice to individuals and families, business owners and executives. He focuses on investment and retirement planning, estate and inheritance tax planning.
Tom builds long term relationships with clients underpinned by outstanding financial advice to help clients to grow and protect their wealth, allowing them to enjoy the life they want, have a fabulous retirement and eventually pass on wealth to future generations.
Prior to joining Four Wealth Management, Tom spent 9 years serving as a Mine Clearance Diving Officer in the Royal Navy, followed by a 4 year career working as a Chartered Surveyor focusing on Real Estate Investment.
Tom has a degree from Nottingham University in Politics and Economics and Masters from UWE in Real Estate Investment. He is chartered with the RICS and holds a Level 4 Diploma in Financial Planning from the Chartered Insurance Institute.
Outside of work, he can often be found in the countryside or seaside, spending time with friends and family, and playing all types of sport.
SCHARMARIE VAN DER VYVER
FINANCIAL ADVISER
Originally from South Africa, Scharmarie is a committed financial adviser who collaborates with her clients to create comprehensive financial plans that not only mitigate risks and negotiate problems, but also take advantage of opportunities for wealth building. Through painstaking attention to detail and a dedication to financial education, Scharmarie enables her clients to make informed decisions, laying the groundwork for their financial well-being.
Prior to joining Four Wealth Management, Scharmarie worked as a Chartered Accountant in a number of countries, including the Cayman Islands, Bermuda, and Guernsey. While abroad, she also pursued and earned the Chartered Financial Analyst (CFA) designation, continuing her commitment to continual learning.
When not working, Scharmarie can be found at the neighbourhood CrossFit club, going on long walks, or running outside. She also likes figure skating and ballroom and Latin American dancing. Whenever the opportunity arises, Scharmarie loves to travel, experience other cultures firsthand, and eat excellent food.
CHRIS SHEEN
FINANCIAL ADVISER
Chris has 10 years of experience in Financial Services and has worked across the UK, Europe, Switzerland and the Middle East. He is a member of the Chartered
Institute of Securities and Investments, and holds an Investment Advice Diploma and President’s Award from the CISI.
He advises on all aspects of personal finance, including retirement planning, investing, protection and specialist insurance, estate and tax planning.
Chris is a keen advocate of “real financial planning”, focusing on creating high quality, highly personalised outcomes for clients which allows them the freedom to do the things they want to do, when they want, with the people they want to do it with.
When not working, Chris is writing and performing music, attempting to keep fit, or spending time with his partner and their animals.
Support team
REBECCA
NORRIS
NORRIS
MANAGER
JAMES
FORD
PARAPLANNER
OLLIE
DUNLEAVY
PARAPLANNER
MARIA
FONSECA PEREZ
FONSECA PEREZ
ADMINISTRATION
ASSISTANT
EVIE
SINGH
ADMINISTRATION
ASSISTANT
