Meet The Team

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

Aaron Montgomery

Strategy Director

Aaron is joining us as our new Strategy Director in the Autumn of 2025.

Full bio to follow.

Other team members

Stephen Lishman

Financial Planner

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

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.

Jake Mills

Financial Planner

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

Frida Lawrence

Protection and Benefits Adviser

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

Donia Dimov

Financial Planner

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