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Global Wealth Map

The people behind your plan

 A collaborative team of specialists focused on financial planning, investment management, and protection. Every client benefits from the expertise of multiple team members, each with a clear understanding of how their role contributes to the overall strategy.

Mike Lawrence

Managing Director
Focused on long-term financial strategy and adviser development.

Sarah Rice

Operations Director
Focused on ensuring every client journey runs smoothly from start to finish.

Josh Golding

Planning Director
Focused on helping clients build clear, practical financial plans.

Aaron Montgomery

Strategy Director
Focused on aligning financial strategy with long-term business and personal goals.

Andrew Crossman

Financial Planner/Head of Protection
Helps clients protect income, family, and long-term financial security with structured planning.

Darryl Brock

Financial Planner
Works closely with clients to build practical plans for current and future needs.

Donia Dimov

Financial Planner
Provides clear, straightforward advice to support confident long-term financial decision making.

Frida Lawrence

Protection and Benefits Adviser
Advises on protection and benefits to ensure clients and families are properly covered.

Jake Mills

Financial Planner
Builds structured financial plans that give clients clarity, control, and long-term direction.

Leanne Wilhelm

Support Manager
Supports advisers and clients to ensure a smooth, consistent experience throughout the process.

Spencer Sutherland

Financial Planner
Helps clients understand their finances and put clear plans in place.

Stephen Lishman

Financial Planner
Works with clients to create long-term strategies aligned with personal and business goals.