Our People

Our People.

We make it personal.

We are different.

We are highly qualified wealth management specialists – as you would expect. What makes us different is that we are part of Forvis Mazars, an integrated partnership with national and global reach. At a firm where our relationships with our clients come first, everything starts with you – with a deep understanding of your life, your goals and your aspirations, and we build from there. Forvis Mazars in the UK spans 14 offices and has over 3300 professionals, so there’s always someone to offer a unique perspective. We collaborate in exciting ways, coaching and unblocking, to help you envision your future and define your dreams. You’ll find this stimulating approach makes our people a lot more inspiring, dynamic and rewarding to work with.

Why work with an IFA?

Our team recognise that a “one size fits all” doesn’t work when you are talking about your finances.  This is personal and our approach is truly tailored to your needs.  We take time to explore a wide range of financial solutions from different providers, ensuring our recommendations truly align with what’s best for you so you can be confident that the route you choose dovetails with your financial goals wherever you are in your life.

We believe in a thoughtful, individualised approach, and we’ll perform a thorough analysis of various products to achieve this to ensure you feel empowered in your decision making. As your life and goals evolve, we’ll continue to review these options with you, helping you stay on track with your long-term plans. Your financial well-being is our priority, and we’re here to support you every step of the way.

Meet some of our advisors

“Great advice starts with understanding. I help clients navigate complex wealth with clarity, confidence, and care”

With over 25 years of experience in client advisory services, I am passionate about helping clients achieve their financial goals and planning for the future by working with their tax and legal advisers. I have a wealth of experience advising high-net-worth individuals, trustees and business owners to understand their money and make it work harder for them and their families.

Hina Desai

Forvis Mazars Financial Planning Partner

“Every client’s story is unique. My role is to listen, guide, and help them build a future they can feel proud of. Financial planning isn’t just about wealth, it’s about creating a life that reflects your values and leaves a lasting legacy.”

I specialise in building bespoke and holistic financial plans to help individuals achieve their short-term and long-term personal and financial objectives. I have extensive experience in advising owner-managers and senior executives in businesses where personal financial planning, business planning, succession planning and inter-generational issues are interlinked. My expertise includes retirement planning, tax mitigation and Inheritance Tax, investment planning and financial protection planning. I am well versed in the utilisation of cashflow modelling software to help clients visualise different planning outcomes over time.

Laura Salter

Forvis Mazars Financial Planning Director

“Tax planning is a critical part of life, but particularly when you are an entrepreneur, business owner, or have high levels of wealth”

I have over 20 years of experience advising on personal and business tax planning, compliance, strategic matters, and acting as an expert witness for divorce and litigation, and have acted for a notable client base including businesses and individuals in the public eye, royalty and noted academics.
I guide clients on their personal and business tax, including succession, structuring, business sale and exit planning, and tax-efficient profit extraction, but fundamentally work closely with each person and their business to reach a bespoke plan which considers their wider (often complex) needs.

Zoe Davies

Forvis Mazars Personal Tax Partner

“Everyone deserves to feel good about their finances.”

I am passionate about enabling each of my clients and their families or businesses, to take control of their wealth and achieve long-term financial security. I think it’s really important that more of us feel confident when making money decisions. I really enjoy getting to know my clients – their individual priorities, aspirations and dreams, and then building the highly-personalised strategic plans to achieve them. I am a Chartered and Certified Financial Planner, based in London and I specialise in all areas of financial planning, including financial protection, investing, divorce planning, planning for retirement, plus later-life and inheritance tax planning.

Jennifer Massey

Chartered Financial Planner

“Providing clients with the knowledge, tools and confidence to achieve their financial goals is at the heart of what I do.”

Female empowerment is a topic close to my heart, and I am proud to be part of a brand which acknowledges the importance of this, enabling women to take control of their finances and achieve their objectives. By building long-term, meaningful relationships with my clients, I help them identify their goals and aspirations, creating bespoke, flexible plans to enable them and their family to achieve them. I am experienced in supporting clients at every stage in their financial journey, from investments and wealth management, through to protection and retirement planning. Whether you have a goal in mind or simply wish to better understand your finances, I am here to support you in working towards a prosperous future, whatever your stage in life.

Lindsey Docherty

Financial Planner

“I love that moment when a client suddenly realises that they can do something that they hadn’t thought was financially possible.”

I am a financial planner based in Glasgow advising on pensions, investments, protection, and cash flow planning. I work with clients to understand what is really important to them so that we can provide the best advice tailored to their circumstances. My favourite part of the job is seeing clients achieve or move closer to their objectives year on year as a result of their planning. As well as working with individuals on their planning, I have experience working with financial guardians, attorneys, and trustees.

Katherine Diamond
Financial Planner

Our values

The art of financial planning.

What we believe.

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Take a step towards a fresh financial future. To book a call or a meeting with one of our expert advisers, simply contact us on the number below, or complete our enquiry form.
+44 (0)345 548 0030

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