Our four advisers have decades of experience advising clients on how to make the most of their money. We use the latest systems to give you instant investment valuations and fund recommendations to help you plan the most tax-efficient way of achieving your financial goals; be that offshore, onshore, under trust or in conjunction with your own ‘private’ fund manager.

Tom Kean
Director

Tom is responsible for the staff benefits consultancy at Thameside Wealth Management, but also deals with some of the larger investment clients. Having a strong background in all elements of pensions, he is ideally placed to advise on a wide range of client issues.

Having over 22 years of experience, he is widely published in the financial press, and enjoys being a vociferous critic of the political side of the financial services industry.

tomkean@thamesidewealth.com

Emma Duncan
Director

Emma thrives on intellectual challenges and boasts some of the country's leading ‘captains of industry’ amongst her clients. With a degree in mathematics, we have yet to discover a problem she cannot solve – as a result, Emma is widely published in the financial press, writing on some of the more technical aspects of the financial world.

 

emmaduncan@thamesidewealth.com

Sue Smith
Associate Director

Sue has worked in financial services for many years, starting her career in investment management. Sue has been a member of the Chartered Insurance Institute’s Personal Finance Society for many years and, as such, is fully committed to maintaining the highest professional standards.  Sue has a vast wealth of experience in all aspects of financial planning covering the full spectrum of advice.

suesmith@thamesidewealth.com

 

 

 

Jason Ogelman
Associate Director

Jason’s career in the industry began over 21 years ago, during which time he has gained experience in all aspects of financial planning and has established long term relationships with a wide circle of individual and corporate clients.  During this time he has advised on all areas of financial planning, with a particular emphasis on SIPPs and pre- and post-retirement planning.

Jason is a co-author of the chapter “Rewarding and Incentivising Non-family Directors and Employees” in the published book “The Society of Trust and Estate Practitioners Handbook for Advisers”.

His qualifications include FPC and CeMAP and he is currently completing a DipPFS qualification and is a member of the Personal Finance Society.

jasonogelman@thamesidewealth.com