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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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Strategy Director

Aaron Montgomery

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

Aaron Montgomery is a senior operations and technology leader with over 15 years’ experience across financial and professional services. He specialises in bringing clarity to complex situations, combining strategic thinking with practical execution to ensure great client outcomes.

Outside of work you’ll find him enjoying the countryside of Sussex, either walking his dogs or trying to keep up on the golf course.

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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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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.

Jake Mills

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

Andrew Crossman

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

Stephen Lishman

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

Josh Golding

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

Mike Lawrence

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

Frida Lawrence

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

Sarah Rice

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

Spencer Sutherland

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

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.

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