Our people are very important to us, as is making certain we provide you with quality professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Kim is passionate about delivering bespoke Wealth Management to her private and corporate clients. By understanding the client’s objectives and goals, Kim’s years of knowledge and understanding ensure every client has the opportunity to receive holistic advice and guidance tailored to achieve the most suitable outcome.
Speciality areas include;
Tax efficient methods of saving for retirement, including successor planning.
Inheritance and Estate Planning, incorporating tax efficient strategies to pass assets on to the next generation.
Investing for the future whilst offering diversity, choice options and control.
Asset protection, of people, capital and wealth.
Kim’s approach helps to make complex financial matters seem more straightforward and this has helped her to grow the client base over the years from personal referrals and recommendations from existing clients. In some cases, now advising several generations within the same family or corporate entity. However, meeting, understanding and assisting new clients remains very important to Kim.
Kim has a lifelong interest in equestrian sports and eventing, although no longer competes herself, this interest has been passed on to her daughter Harriet. Through dedication and hard work, Harriet has represented her country on several occasions, taking part in international competitions as part of Team GB. Kim feels very proud and privileged to have experienced this.
Matthew has built a strong client base and as an experienced senior member of the team works closely with Kim to meet existing client expectations whilst also growing and working with new clients via personal recommendations. Matthew’s desire to help clients, his technical ability and exceptional work ethic have resulted in Matthew having a very exciting career ahead of him within Momentum and we are very proud of his achievements.
Matthew’s speciality areas include;
A real interest and passion for tax efficient methods of saving for retirement which include in the approach to retirement, whilst in retirement and also successor planning. Diversification of investing for the future whilst offering choice and options.Simplification of complex financial planning scenarios.
Personal Interests .
In his spare time, Matthew enjoys spending time with his young family and is keen on keeping fit so enjoys running, playing football and healthy pursuit’s outdoors.
Providing comprehensive administration support to Momentum’s advisers, her analytical approach and dedication to providing the best possible service at all times ensures that Rebecca is a highly valued member of the team.
Outside work, Rebecca spends her time with her family, supporting her children with their different sports and activities.
A keen runner, she likes to keep fit by pounding the pavements when she has the time.
Having recently joined Momentum in early 2022, Amanda continues to use her knowledge and experience to support financial advisers within the business to deliver a seamless customer experience. With strong organisational skills and a desire to always deliver to the highest possible standard, Amanda is a highly effective administrator within the Practice.
Outside of work Amanda enjoys spending time outdoors with her children, going to the woods or the beach and has a particular interest in running.
Outside of work Nicola spends time with her family, dogs and horses and supporting her daughter who competes most weekends with her ponies.