Meet the team behind Hundreds & Thousands
Matthew has worked in financial services for over 22 years, his most recent work being with high-net-worth clients of Lakeside FS, a firm he founded. Matthew communicates complex concepts to clients in simple, engaging ways. Doing so, whilst also putting a client's needs and priorities first, has helped create long-lasting relationships with clients.
Matthew on Hundreds & Thousands:
"Financial advice is only sometimes painted in a positive light. However, good financial advice delivered at a fair cost can positively impact an individual's long-term financial security.
Hundreds and Thousands is an opportunity for us to combine traditional financial advice with modern technology to provide a quality service to people who might otherwise fall through the gaps."
Paul was one of the founders of Novia Financial, Novia Global and Copia Capital management. All three businesses were cutting-edge, focusing on transparency and value for money for clients. Paul was responsible for building over £12 billion of investment across the three companies before leaving Novia and setting up Hundreds and Thousands.
Paul on Hundreds & Thousands:
"I'm excited to be involved in a business whose sole purpose is to deliver a quality wealth management service at a good price to a largely ignored and often forgotten cohort of investors generally referred to as the “advice gap”.
I feel a genuine sense of fulfilment that we can make a demonstrable impact on people’s financial security and well-being”.
Nathan is one of the founding directors at LWM10, one of the largest financial advice firms in Yorkshire. Additionally, he is one of the investment managers at LP10 who manage the Hundreds & Thousands investment portfolios for clients.
Nathan on Hundreds & Thousands:
"Over 25 years working with clients, I have found that most people want the same things; financial advice they can trust and a friendly voice on the phone to help when needed. So, at Hundreds & Thousands we deliver those things together with a cost-effective, technologically driven solution to enhance the service we offer.
We have invested significant resources into making financial advice more straightforward and accessible to clients by mitigating initial fees. As a result, I am excited to see clients engaging with financial advice without unnecessary barriers."
Adam is a Chartered Associate of the London Institute of Banking & Finance and a member of the Chartered Insurance Institute. Additionally, he is one of the investment managers at LP10 who manage the Hundreds & Thousands investment portfolios for clients.
Adam on Hundreds & Thousands:
"Everyone should be able to access the same financial advice and be on a level playing field. It should be more than just High Net Worth individuals accessing quality advice services.
Hundreds & Thousands will give access to advice for younger people about the importance of regular savings and pension planning. It is just as essential when building a pot of money for your future as taking advice at retirement.”
Kalie started her career in financial services at Barclays Bank 17 years ago. Quickly moving through the ranks from cashier to branch manager, Kalie became a 'Market Leader', overseeing eight branches and a team of over 60 employees. Kalie's experience with customers, managing people and oversight of operational efficiency make her ideally suited to leading Hundreds & Thousands on a day-to-day basis.
Kalie on Hundreds & Thousands:
“I look forward to overseeing the development of our team to deliver the highest quality of service possible for the customers of Hundreds & Thousands.
Given the size of the advice gap in the UK, it will be an exciting challenge to scale our operations rapidly to meet the demand for a revolutionary financial advice business."
James has worked as a Financial Adviser and Consultant in financial services for over 15 years at HSBC, KPMG and Lloyds Banking Group. His professionalism and friendly nature make him an instant hit with clients and colleagues. James will be working with Kalie to lead our team of advisers and account managers.
James on Hundreds & Thousands:
“Whilst working at HSBC, new legislation was introduced which transformed how firms charge for advice. Overnight, clients with lower amounts to invest no longer had the opportunity to receive financial advice on what to do with their savings and investments. I was very disappointed, as I had seen firsthand how clients with less money were the ones that needed the most advice.
Hundreds & Thousands allows clients to receive exceptional, cost-effective financial advice. I am proud to be a part of something that will significantly impact people's financial future."
Josh worked at Barclays for 10 years, most recently as a Premier Manager before joining the team at LWM10 to become a financial advice paraplanner for Hundreds & Thousands. Josh will be working with Adam, James and Kalie to deliver financial advice for our clients over the suitability of their planning.
Claire Wadeley
Rebecca Venton
Amanda Stead