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Meet The Team

Meet the team behind Global Wealth Map. Specialists in financial planning, investment management, and protection. Working together for every client relationship.

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Operations Director

Sarah Rice

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

Sarah is our Operations Director. She has over 25 years of administration experience, seen from both the provider and intermediary side of the Financial Services sector. Sarah is considered to be an expert in all areas of administration and is vital to the running of the business, having helped to develop and grow the company to what it is today. Her role now involves more operational duties, and she has recently obtained a level 5 Operations Management Diploma, but her heart is in the client work, passionate about ensuring the positive client experience is at the centre of what we do.

Health and fitness is also very much a focal part of her life.

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Your Global Wealth Map team

The people behind your plan

You’ll work with the same people throughout. Specialists who understand your situation and stay with you long term.

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Stephen Lishman

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

Sarah Rice

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

Darryl Brock

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

Andrew Crossman

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

Leanne Wilhelm

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

Aaron Montgomery

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

Mike Lawrence

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

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.

Spencer Sutherland

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

Josh Golding

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

Jake Mills

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

Ready to talk to the team?

Begin with an introductory discussion with one of our senior advisers. We’ll take the time to understand your current position, financial goals, and what matters most to you. By the end, you’ll have a clearer perspective on your options and whether our approach is the right fit for your needs.

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Or call us directly: +44 203 890 8211