TEN WEALTH MANAGEMENT - Key Persons
Alex joined the Ten Wealth team in September 2014. He previously graduated from the University of Bradford in April 2014 after obtaining a Business & Management degree.
Alex is greatly enjoying the challenges of working within the financial industry and is currently studying towards a Certificate in Paraplanning.
As a research assistant his day-to-day activities include undertaking product and investment research, as well as collating data and preparing client reports.
When not at work Alex can be found enjoying either a good book or playing computer games.
Claire has worked in Financial Services since 2006, previously working for other Independent Financial Advisers.
Claire enjoys the day to day administration and variety of her role, which includes the implementation of investment portfolio changes and maintenance of client records.
Since joining Ten Wealth Management Claire has taken and passed the Chartered Insurance Institute qualification in Pensions Administration and now holds the Chartered Insurance Institute Level 3 Certificate in Financial Services (QCF).
When not at work Claire enjoys running and going to the gym.
Danusia has worked in the financial services industry since 2005 following her graduation from Nottingham University with a first class Bachelor of Science degree.
She began her career at the Derbyshire Building Society on their Graduate Management programme and after five years she moved into her first Independent Financial Adviser role and hasn't looked back.
Danusia's qualifications include; Certificate of Mortgage Advice and Practice, Certificate in Life and Pensions, Diploma in Financial Planning and she is currently working towards Chartered Status.
Danusia enjoys providing our clients and their families with jargon-free holistic advice and she specialises in Investment, Pension, Estate Planning and Protection solutions.
Outside of work, when Danusia isn't spending time with her husband and two energetic young sons, she enjoys playing cricket, reading, DIY and pottering in the garden.
Joe joined the Ten Wealth team in July 2019 after graduating from Nottingham Trent University where he obtained a First Class Honours degree in Economics, International Finance and Banking.
Joe is enjoying his first role in the financial industry and currently studying for the UK Financial Services, Regulation and Ethics exam.
Kayleigh joined the Ten Wealth team in May 2018 and provides administration support alongside Claire.
She enjoys the day-to-day challenges of this role and the different aspects of each working day.
Kayleigh enjoys spending time with her partner and their young children. As part of their hobbies, they take pleasure in showing their cattle at county shows and competing at equestrian events with Kayleigh's horse.
Job Titles:
- Director
- Certified Financial Planner and Chartered Member of the Chartered Institute for Securities
Martin has worked in financial services since 1993, following his graduation from the University of Newcastle upon Tyne.
He started his career working as an adviser for a number of UK life assurance companies before moving into the Independent Financial Advice sector in 2000. Martin decided to establish Ten Wealth Management in 2009 to ensure he could continue to provide a bespoke and high-quality service to a limited number of clients and their families.
He is a Certified Financial Planner, Chartered Wealth Manager, holder of the Investment Management Certificate (IMC) and is an affiliate member of The Society of Trust and Estate Practitioners (STEP).
Martin's spare time is spent browsing vinyl records, watching live music and the occasional escape to the golf course.
Martin is a Certified Financial Planner and Chartered Member of the Chartered Institute for Securities and Investment and is responsible for advising clients.