Ramon is the owner and principal adviser at Advice on Wealth Limited. He has been a financial adviser for over 30 years and won many awards along the way recognising his achievements. He has a vast knowledge of a diverse range of financial products from investments/pensions to mortgages/protection and can quickly identify those solutions that best suit your individual needs.

Nathan joined Advice on Wealth Limited in October 2022 as a financial adviser. Having several years experience in the industry, Nathan is fully qualified to give advice in many aspects of financial planning, including planning for retirement, investments, buying homes or investment properties and protection. Nathan prides himself on meeting with clients to assess their situation to help meet their individual needs.

Lorna has over 20 years experience within the finance industry with 19 of these years at Advice on Wealth Limited. Working hard behind the scenes, Lorna will always go that extra mile giving you peace of mind that things will run efficiently and promptly.

Lorna has spent time building her technical knowledge through CII exams to ensure that the back office is supportive and efficient in the processing of business. She has achieved CII Level 4 Diploma in Regulated Financial Advice.

Ali joined us in June 2014 with over 35 years of experience within the financial services sector. Her methodical approach and experience has equipped her well to offer our valued clients the best possible administrative support and service.

Ali provides expert support on mortgage processing, taking applications right through to completion whether clients are buying their first home, moving house, a buy to let or remortgaging their current home.

Antonia joined us in September 2022, having graduated with a Bachelor’s in Economics at the University of Reading. Antonia supports the financial advisors by compiling detailed client reports, liaising with providers, and ensuring the best possible client experience.

She is actively developing her financial services technical knowledge and with the intention of achieving her CII Level 4 Diploma in Regulated Financial Advice, by the end of 2025.

Adam joined us at the start of 2025 and has a comprehensive skill set in financial services. With a strong emphasis on customer satisfaction and attention to detail, Adam has previous experience in various roles within the financial services industry. Adam will be working within our team, assisting with research and analysis of financial products to meet our clients requirements to support adviser recommendations.

He plans to build his technical knowledge and complete his Level 4 Diploma in Regulated Financial planning in the future.

Sam joined the team in 2024, with 40 years experience in financial services, specifically working with financial advisers and more recently running a corporate Foundation, raising funds and donating grants of over £500k each year, to charities.

Sam will use her breadth of project management experience to support the Advice on Wealth team and our clients experience, through delivering key projects and activities.