Prism Wealth Management are a team of advisers and support staff that are here to help you to define and achieve your financial objectives, helping to providing you with financial clarity both now and in the future.
We achieve this using simple terminology, doing what we say we are going to do and reviewing the situation on a regular basis.
The team work together to provide you with dedicated support and each has their role to play. For example, your adviser will be your first point of contact, your paraplanner will complete any financial reports that are needed and your administrator will collate information and chase any action required for you. As such, each team member specialises in their own area.
Alun Davies BSc PhD AFPS
Chartered Financial Planner
After completing my Doctorate in Physics at Cambridge University, I decided to change my focus to making money. What better career than one that teaches how money works?
My years in academia taught me how to pass exams so I quickly passed the basic entry exams to be able to give financial advice. This wasn’t enough for me to feel competent, so I worked for a few years under the guidance of a senior advisor.
Our partnership grew and we formed a company that eventually had 12 advisers and employed 9 support staff with a turnover of circa £2 million. I found myself spending more time working on the company and less time helping clients. Spending time with me is the part most clients appreciate, and it is also the part that I enjoy the most. Furthermore, my business partner was of an age that he looked to retire, so we merged our business into a national firm to solve these issues. This worked for many years as it not only enabled me to concentrate on looking after my clients, but it also afforded me time to pass exams such that I am now chartered.
I found that the framework of a national firm limited my control, so I left that firm to set up a truly independent company with the support of a FTSE 100 company. This enables me to again focus on helping people with their financial matters but in a way that I feel is most beneficial to them.
I provide wealth management advice incorporating investment, pensions and ultimately inheritance tax advice. I believe the times when I am of most value is when your life goes through change, whether that be moving into your first home, marriage, divorce, retirement or even later life planning.
In summary, I have nearly 20 years’ experience of providing comprehensive wealth management service to people. I believe it is important to be honest, moral, explain things in a simple manner and then do what you say you are going to do. I genuinely care for the people I work for and have found it is this, along with my commitment to regular and on-going reviews that people most value.
On a personal level, I’m pleased to say that I found a new love and we have been together about 20 years. I am happily married with two children who are my world.
Christine Shackleton
Christine is a graduate of the Chartered Institute of Credit Management and holds a Level 5 Diploma. She has 12 years’ experience in the IFA sector, including managing remuneration and management information via progressive technology applications.
Outside of work Christine enjoys spending time with her young family and is an avid reader.
Aleks Sasin APFS
Team Leader
Aleks set sail on her journey into financial services when in 2004 she landed a job in a back office of a large general insurer. There, she heard about the magic of financial planning and started taking exams. Fast forward almost 20 years, she now holds an Advanced Diploma in Financial Planning, alongside a plethora of other qualifications, and is a Chartered Financial Planner. In her role as a Head Paraplanner, Aleks oversees a team which carries out research and prepares financial plans for our clients.
Aleks loves spending time with her teenage daughter, who is full of creative ideas and optimism about the world. Watching her grow into a strong and independent woman is a real privilege. She is also a keen crocheter and loves to unwind after a busy day by working on another blanket while listening to the next chapter of an audiobook, occasionally supported by a glass of red wine.
Kez Condy
Kez has more than 20 years of experience in financial services, 16 of which were spent working for providers. In 2017, Kez decided to switch things up and move to the advice sector. She started as a report writer at a financial planning firm before becoming a Paraplanner in 2020. Kez has completed a paraplanning apprenticeship and is working towards the Diploma in Regulated Financial Planning. In her role, she conducts research on pension and investment products and solutions, writes highly detailed suitability reports, and ensures our work is of the highest standard.
Outside of work, Kez loves to spend time with family and friends. A lover of live music, you will often find her singing along at concerts in the evenings. Kez especially likes to be outdoors, whether that’s by taking long walks, camping or being near the sea.
Kaj Patel DipPFS
Having initially trained as an accountant, Kaj decided to pursue a career in paraplanning, which puts her love of numbers and outstanding attention to detail to great use. Before joining us, Kaj worked on the financial planning team for a large wealth management firm. As a paraplanner, Kaj’s main duty is to prepare technical reports for clients and undertake any research required to assist with their recommendations.
Outside of work, Kaj loves nothing more than spending time with her family, especially her four-year-old daughter, who keeps everyone entertained. When she gets time to herself, Kaj enjoys cooking and loves trying all types of food. You’ll also find her listening to music, watching movies and reading books.
Lauryn Freeland
Having spent the last seven years working in pharmacy I am very much fresh to the finance industry, even though over the years I have enjoyed counselling, advising and building relationships with my patients, I didn’t feel that the job had been the same after COVID-19, which led me to begin my search for a new career opportunity. In my free time, I returned to college and completed the requirements for a CILEx NVQ level 3 diploma for legal secretaries, which has equipped me with the knowledge and abilities I need for my new role at Prism Wealth.
In my spare time you can usually find me over a football pitch watching my son play for his local team or spending time with my daughter who never stops trying to teach me the latest trends on TikTok. In addition, I have a wonderful partner who like me enjoys travelling, eating delicious food and long walks with our adorable puppy.
Megan Norris
Personal Assistant
Megan started her work in Private Finance in 2019 as a Business Support Administrator and progressed on to Personal Assistant (PA), in 2021. Being a detail-oriented PA Megan provided invaluable support to paraplanners and advisors. Megan excels in managing administrative tasks, facilitating smooth communication, and ensuring seamless workflows.
As a proactive and adaptable PA, Megan is committed to contributing to the success of the team by handling the day-to-day tasks, allowing them to focus on strategic aspects of the business.
Outside of work Megan enjoys nice holidays, attending music events and socialising with friends and family.
James Randall
I have been advising clients for over 25 years many of whom are business owners.
It is not unusual for me to deal with a client from setting up their first pension to retirement and beyond!
I was previously a director and shareholder of a regional advice firm which went through a couple of takeovers , eventually becoming part of a major insurance company.
Whilst I enjoyed my time there, I prefer the flexibility of a smaller firm (which still has the backing of a major company).
My new role has enabled me to spend more time with clients and more importantly with my family.
I also help with the youth section at a local cricket club – where I can often be found trying to not feel too old!
Prism Wealth Management is an appointed representative of Oculus Wealth Management Ltd.
Oculus Wealth Management was established in 2013 as an independently owned firm of Wealth Managers. The founding Directors have in excess of 50 years’ financial services experience and in Oculus have created a transparent, client centric advice business. Central to the advice offering is the strategic use of quality third party institutions to complement the traditional financial planning process.
Oculus have a network of nationwide offices that provide advice and the contact details can be found later in this document. It will be noted in your client agreement the office with which you are engaging and from which you are receiving services.
