Griffiths Marshall Wealth Management
Meet The Team
Our Team
Alex Bengtsson
Financial Planning Consultant
Goss Lumsden
Financial Planning Consultant
Jonathan Bissett
Financial Planning Consultant
Stephen Ollis
Financial Planning Consultant
Ian Price
Director
Meet Ian
Ian has more than 20 years’ experience in the business world. Trained as a Chartered Accountant, Ian joined Griffiths Marshall as a trainee and was promoted internally to become a partner in the business. Having been a partner for more than 12 years, he was appointed Managing Partner in 2019.
As a Chartered Accountant, Ian is responsible for statutory requirements including financial reporting and accounting. He is also involved in the strategic direction and development of the business. Ian regularly attends meetings with clients and wealth advisers to provide a consistent, joined up approach.
What do you most enjoy about your job?
Spotting opportunities for the business and clients and finding positive solutions to business challenges.
The last TV series you recommended to someone…
“Line of Duty”. Police/ Detective dramas are my guilty pleasure.
What makes you laugh?
The thing I laugh most at is myself. I have been accused of lacking common sense. I’m always happy to poke fun at myself to make others smile.
Is there a quote or motto you try to live by?
Don’t take yourself too seriously.
An achievement you’re really proud of…
Becoming a partner. And getting three children through home schooling!
Something people might be surprised to learn about you…
The “Wham Rap” is my go-to party piece.
Something guaranteed to make your day better…
The seaside; I love the coast.
Leighton Parkes
Director
Leighton has been part of the Prosser Knowles team (now Perspective (Prosser Knowles)) for over twenty years, during which he has developed both personally and professionally. Before joining the firm, Leighton worked in a completely different industry, supporting clients in the aerospace, medical and Formula One sectors. It was a very different role but one he remembers fondly and gained many valuable experiences from. Throughout his entire career, he has always put clients first – they are the reason for his continued success.
Qualifications
- Diploma for Financial Advisers (DipFA)
- Certificate for Financial Advisers (CeFA)
- Certificate in Mortgage Advice and Practice (CeMAP)
- Certificate in Regulated Equity Release (CeRER)
What do you most enjoy about your job?
Meeting new people and taking them on a journey through retirement, ensuring they meet their goals. Also looking for ways to improve client positions and highlighting the opportunities to them.
The last TV series you recommended to someone…
What makes you laugh?
I laugh a lot, normally at myself. It is great to make people smile and be happy.
Is there a quote or motto you try to live by?
Be good to people and people will be good to you.
An achievement you’re really proud of…
I am mostly proud of my family and the circle of friends that we have. We are always happy to support each other and be there for each other when needed.
How do you most like to spend your time outside of work?
Watching and playing sport and socialising when not away on holiday. We have been fortunate to go to some fantastic places over the years, with much more to see.
Greg Lewis
Director
Meet Greg
Greg has been part of Griffiths Marshall for over 20 years, first joining on a day release scheme while training as a footballer with Cheltenham Town FC before moving into a full time role in 2006. He qualified as a Chartered Accountant in 2009 and has since progressed to lead the firm’s audit team, building strong, long standing relationships with clients along the way.
Greg values genuine connection and being a trusted sounding board for clients, offering clear, practical advice whenever they need it. His involvement in the Wealth Management joint venture reflects his commitment to giving clients more – working closely with advisers to offer a joined up, seamless experience across both services.
What do you most enjoy about your job?
Being out on the road meeting clients and building the strong relationships that help me support them.
The last TV series you recommended to someone…
What makes you laugh?
In life, my wife has suggested I should put her name down. So Joanne… Joanne makes me laugh!
Is there a quote or motto you try to live by?
Not really any particular quote but I’m a firm believer that if you do not set out to achieve something in the morning, you certainly won’t achieve it in the afternoon.
How do you most like to spend your time outside of work?
Life very much revolves around my children. We fill our weekends with kids activities and I try to play golf in the summer.
Something people might be surprised to learn about you…
I can speak Welsh, well I learned for 3 years and know how to ask the time and count to 10.
Something guaranteed to make your day better…
Coffee and flapjack.
Ian Wilkinson
Director
Meet Ian
Ian Wilkinson joined the board of directors at Griffiths Marshall Wealth Management following Perspective Financial Group’s acquisition of Prosser Knowles. He is Chief Executive Officer of Perspective Financial Group Limited, where he is responsible for all aspects of the Group’s operation and performance across its growing national network in the UK, bringing over 30 years’ experience in management and financial advice.
What do you most enjoy about your job?
Driving the continued growth of Perspective and helping shape the long-term vision of the business.
Alex Bengtsson
Financial Planning Consultant
Meet Alex
Alex joined the team following a career change but wanted to be able to continue to work with clients to help them achieve their goals. Alex provides advice on pensions, investments and tax planning.
Qualifications
- Diploma for Financial Advisers (DipFA)
- Certificate in Mortgage Advice and Practice (CeMAP)
What do you most enjoy about your job?
Working alongside highly skilled, motivated, enthusiastic and client-driven colleagues.
Is there a quote or motto you try to live by?
If it is worth doing, it is worth overdoing.
An achievement you’re really proud of…
I have broken 100mph whilst skiing.
Something people might be surprised to learn about you…
I speak several languages.
Something guaranteed to make your day better…
Playing golf, skiing and countryside walks.
Goss Lumsden
Financial Planning Consultant
Meet Goss
Goss has worked in the financial services and insurance sectors since 2010. Goss provides advice on pensions and investments, as well as mortgages, equity release and protection, having obtained professional qualifications in these areas.
Goss enjoys working with families, providing advice that benefits all family members, from pension advice for parents to mortgage advice for a younger member of the family who is a first-time buyer.
Day to day, Goss’s role includes meeting with clients, writing reports, submitting applications, researching solutions, carrying out reviews to ensure clients are remaining on track to achieve their objectives and liaising with product providers.
Qualifications
- Diploma for Financial Advisers (DipFA)
- Certificate in Insurance (Cert CII)
- Certificate in Mortgage Advice and Practice (CeMAP)
- Certificate in Regulated Equity Release (CeRER)
What do you most enjoy about your job?
Talking to new people and helping them achieve their financial goals. Spending time with colleagues as part of a close team.
The last TV series you recommended to someone…
I’m currently watching Twin Peaks for the first time and really enjoying it.
How do you most like to spend your time outside of work?
Seeing friends and family.
Something guaranteed to make your day better…
We have a cake delivery on the last Thursday of each month. That’s always a pretty good day.
Jonathan Bissett
Financial Planning Consultant
Meet Jonathan
Jonathan has worked in the financial services industry since 2015, working with clients to help them achieve their goals. Jonathan covers all aspects of financial planning including investments and pensions.
Qualifications
- BSc Hons
- Diploma for Financial Advisers (DipFA)
- Certificate in Mortgage Advice and Practice (CeMAP)
- Certificate in Regulated Equity Release (CeRER)
- Certificate in Protection (CertPRO)
What do you most enjoy about your job?
Helping clients and understanding their unique circumstances.
The last TV series you recommended to someone…
“Breaking Bad” – it just gets better and better!
What makes you laugh?
Most things.
An achievement you’re really proud of…
Completing my first ultramarathon in February 2020.
Something guaranteed to make your day better…
Food!
Something people might be surprised to learn about you…
I have a first-class degree in marine engineering.
Stephen Ollis
Financial Planning Consultant
Meet Stephen
Stephen is a Chartered Financial Planner with over 20 years’ experience helping clients define their goals and build plans that genuinely work for real life. With a career that spans business leadership, banking and investment, he brings practical insight to complex financial decisions. He lives in Bristol with his two teenage daughters and spends his spare time restoring a 1973 Triumph Spitfire and riding his Speedmaster cruiser.
Qualifications
- Chartered Associate of the LFBF in Advanced Financial Advice
- Chartered Fellow of the CISI in Investment Compliance
- Certificate in Investment Management
- Certified Financial Technician
Helping remove the various tax and money worries clients have.
The last book/film you recommended to someone…
Radical Uncertainty by Mervin King and John Kay. Its informative approach to decision making when faced with uncertainty.
The last TV series you recommended to someone…
Blackadder, it never fails to make you smile.
What makes you laugh?
Will Ferrell films.
Is there a quote or motto you try to live by?
Be honest with people
An achievement you’re really proud of…
Probably passing my first level 6 exams back in 2018.
How do you most like to spend your time outside of work?
I am undertaking a master’s degree in finance and Investments, and whilst its challenging I am actually enjoying it.
Something guaranteed to make your day better…
Good weather for a motorbike ride.
Vanessa Coates
Financial Planning Consultant
Meet Vanessa
Vanessa previously worked as a solicitor for eight years before deciding upon a change of career. Her day-to-day role involves getting to know clients, determining their financial needs and helping them to fulfil their goals. She particularly enjoys helping clients with retirement and investment planning.
Qualifications
- LLB Hons
- Diploma in Financial Planning (DipPFS)
- Certificate in Mortgage Advice and Practice (CeMAP)
I enjoy getting to know a variety of different people, meeting with them on a regular basis and helping them with their lives.
The last book/film you recommended to someone…
“Wonder” – it reminds us to be kind and not to judge.
What makes you laugh?
My husband’s bad jokes.
Is there a quote or motto you try to live by?
Be kind.
An achievement you’re really proud of…
My children.
How do you most like to spend your time outside of work?
I enjoy spending time with my three children and dog. I also enjoy running, reading and interior design.
Rachel Robb
Mortgage & Protection Specialist
Meet Rachel
Rachel started working in the financial services sector as an apprentice in 2012 before quickly securing a role as a Client Services Team member. From there, she completed further studies in financial services before deciding to train as a Financial Adviser. She completed her DipFA and CeMAP in 2017. Her days are spent speaking to clients, liaising with product providers and mortgage lenders, and keeping up to date with financial news.
Qualifications
- Diploma for Financial Advisers (DipFA)
- Certificate in Mortgage Advice and Practice (CeMAP)
- Certificate in Regulated Equity Release (CeRER)
What do you most enjoy about your job?
Meeting new people all the time as well as interacting with my colleagues.
The last TV series you recommended to someone…
“Nightstalker” documentary – I’m a bit of a true crime fanatic.
What makes you laugh?
“Taskmaster” – Greg Davies is brilliant.
An achievement you’re really proud of…
Running the Birmingham Half Marathon in 2019.
How do you most like to spend your time outside of work?
Experiencing something new whether that be travel, culture or food.
Something guaranteed to make your day better…
Food makes everything better!