AJAX WEALTH MANAGEMENT - Key Persons
Andrew Ayers DipPFS IMC joined the Wealth Management industry in 1995, spending the majority of his career working in the City, before establishing Ajax in March 2012.
As a Director of Ajax Wealth Management Ltd, Andy works closely with a number of clients of long standing, advising them on all aspects of their investment, pension and estate planning requirements. He enjoys the challenge of seeking bespoke solutions on a client by client basis, after taking account of their own unique personal circumstances, in order to maximise their returns and help preserve their assets.
When he is not working, Andrew loves watching all sports, particularly rugby and horse racing, and when his young sons hide the TV remote control, he even enjoys spending time with the family.
Christopher takes great pride in working together to create a bespoke financial plan for his clients to secure their financial future. Life is unpredictable, and a good financial plan often needs to be recalibrated when the unexpected happens. For this reason, Christopher is a sturdy proponent of building strong relationships over the long term.
He holds the globally recognised Certified Financial Planner™ designation, making him one of only 1,000 advisers to do so in the UK.
Out of work, Christopher has 3 young children that keep him very busy. He loves the theatre, especially musicals and jumps at any chance to go the West End and enjoy a show with his wife.
Leanne Pickering joined Ajax Wealth Management in a Junior Paraplanning role, having previously worked in the Financial Services industry for more than 11 years.
Leanne works closely with Angelique on a day to day basis, and as a team, they are responsible for the smooth running of the Office and for liaising directly with our clients.
In her spare time, she enjoys travelling the world and experiencing new adventures. She enjoys kayaking, art and socialising with friends.
Sarah Travers LL.B. (Hons) DipPFS joined Ajax Wealth Management Ltd as Senior Financial Planner having been advising clients for over 15 years with a career based both locally and in London.
Sarah advises on all aspects of financial planning and as an accredited member of the Society of Later Life Advisers (SOLLA) she has a special interest in helping clients and their families with the particular issues that arise in later life, such as paying for care fees and effective Inheritance Tax planning. Sarah is also a pension specialist.
In her spare time Sarah enjoys spending time with her young family, walking their two dogs and fitting in the odd run.
Scott Mordrick CFA joined the Wealth Management industry in 2008, having graduated with a BSc (Hons) in Mathematics from the University of Nottingham.
Initially working in London as an investment analyst, Scott then moved to a regional firm where he continued to hone his investment skills whilst also successfully qualifying as a financial adviser.
Scott is a CFA® Charterholder, a Chartered Financial Planner and a Certified Financial PlannerTM and takes great pride working closely with his clients to understand their needs and help them achieve their own personal goals.
Outside of work, Scott loves spending time with his wife and 3 young children either at a petting farm, or indeed at the local trampoline park! Scott also enjoys sports and regularly plays in his local football league.