Meet the Team

Get to know the key members of our team…

Austyn Smith – Wealth Management Director

Austyn’s approach to managing risk has been developed over many years, in advising clients on how best to deal with different market conditions and events.

He specialises in two main areas; helping those with tough retirement decisions, and helping those with capital, translate this into sustainable tax efficient income.

He has developed a reputation for thinking differently, and believes that ‘protecting the downside’ is the most important factor in providing reassurance, and creating ‘Financial Happiness’.

Austyn’s ethos of providing long term personal relationships, means that when it comes to managing money, many of the firm’s clients have been loyal for many years.

Austyn lives with his wife and two sons, near Beaconsfield Bucks.

Julie Nurse - Client Care Manager

Julie Nurse

Client Care Manager

From leaving school Julie’s entire career has been in finance, during which time she worked for The Halifax, Abbey National and The Woolwich.

Over the years she came to really enjoy the personal client contact element of the business, and to this day she maintains that ‘the relationship’ is the most important part.

The company’s emphasis on long term client relationships is exactly what she enjoys most, and having worked with Austyn since 2003, Julie is very happy to have seen so many clients return over the last year or so.

Julie lives with her husband, youngest of three daughters and 4 dogs, (an occupational hazard of having a vet nurse in the family!)

Being a Granny is her favourite of all pastimes…

Emma Gaywood - Client Care Manager

Emma Gaywood

Client Care Manager

Emma has 25 years of financial services experience, working for the administration teams of small to medium sized Independent Financial Advisers.

Joining Austyn’s team in January 2015, she brings considerable experience in understanding client needs, with a natural ability in creating strong and lasting client relationships.

Emma loves to take an holistic approach, and looks at the overall well-being of clients, in terms of their financial happiness, which feeds back into creating deeper client relationships.

Utilising her versatility Emma also supports Austyn with innovation and testing new ideas.

In her spare time Emma is a fan of holistic wellbeing, the benefits of meditation, loves walks in the park, and spending time with family.

Beverley Caffrey - Client Care Manager

Beverley Caffrey

Client Care Manager

Beverley is a highly experienced financial planning administrator and a former Branch Manager at Santander, with over 25 years experience in financial services.

Known for her analytical side, she helps provide detailed management information and analysis to help us better understand client needs, so we can continually improve the client experience.

Beverly has worked with Austyn and Julie since 2007, and over this time has brought considerable management and organisational experience, and prides herself in providing an outstanding and professional service to our clients.

In her free time she enjoys reading, yoga and genealogy, and lives in Beaconsfield with her husband and two daughters.

Matt Barnes - Operations Manager

Matt Barnes

Operations Manager

Matt began his financial services career in 2008, and over the years has worked his way up from administrator to senior para planner, before progressing into his current role 12 months ago.

Over the years he has amassed considerable experience in his varied roles, with a strong understanding of the technical aspects of financial planning.

Matt has worked with Austyn and Julie since 2008, and therefore brings considerable experience in terms of the operational processes required to run a successful company.

Having achieved the diploma qualification in Financial Planning he is currently continuing his professional studies as he strives to attain Chartered Status.

Matt lives with his wife and young daughter in Marlow, and outside of work enjoys watching sport, and loves cooking for friends and family.

We help our clients as we would members of our own family

This means that our financial planning is bespoke to you, and delivered in such a way,
as we would want to be treated ourselves.

Contact Us for a Consultation