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Meet your Wealth Management team

Creating the right investment strategy for you.

Our financial advisers pride themselves on really listening to what your goals and aspirations are, so that they get to know you and what you want out of life. It’s this level of understanding that allows them to provide a personal recommendation that’s truly in line with your needs. Although experience counts equally to qualifications, our advisers hold a wide range of qualifications between them, from diplomas to being chartered or certified in financial and investment planning. And, as they provide advice, they are all members of a professional body. Our retirement specialists can provide advice around your retirement options and are appropriately qualified to advise on complex matters such as safeguarded benefit pension transfers.

Learn more about our advice service.

To arrange a meeting with one our advisers call us on 0800 222 550 or request a call back from a member of the team at a time that suits you.

If you’re an existing Wealth Management customer and want to talk about advice, contact your Relationship Manager or call the Wealth Management team on 0800 222 456 to discuss your options in more detail.

Let’s introduce you to the team.

Adviser

About me

Paul Adigun                                                  

I find it rewarding being able to help customers with practical solutions to financial planning issues that concern them the most, especially as their financial needs evolve through the years. Having gained extensive knowledge and experience of retail investments and fee-based advice in wealth management, I am confident I can work with you to create the right investment strategy to meet your goals.


When I'm not working my priority is to spend time with my young family and an unrestrained Jack Russell terrier, occasionally fitting in short walks and cycling on the rare occasion I have some free time.

Amy Hill

I'm an experienced asset management professional with more than 9 years of experience working in private wealth and financial consulting with customers with complex investment portfolios across Asia, Europe and the US. I am passionate about listening to my customers' needs and working with them to create a recommendation that works for them, based on a problem solving approach. I enjoy working closely with customers to provide comprehensive investment advice that will help you achieve your investment goals.

Outside of the office, I can be found by the sea or in the mountains. I’m a keen traveller, runner and reader.

Nitu Katoch

I have over 20 years' experience within financial services. I enjoy getting to know and understand my customers and what their financial goals and aspirations are. I help them to achieve their goals by advising them on how to make their savings grow and maximising their tax allowances.


Outside of work I enjoy playing sports to keep fit, and have a passion for creating music; also on the rare occasions I have additional spare time I enjoy visiting art galleries.

James Manning

I have worked in the investment management industry for 10 years and first started advising customers in 2014. In that time I have provided advice to a wide range of customers, using my extensive wealth management experience to formulate strategies to help them meet their financial objectives. I’m passionate about building long term relationships with my customers, first through detailed discussion about their circumstances and needs, and then to formulating an appropriate solution while remaining their trusted point of contact on an ongoing basis


In my spare time I enjoy spending time with friends and family as well as playing and watching sport, in particular football and cricket.

Edward Massam

I have many years’ experience across the financial industry, beginning in pensions then working as a Discretionary Investment Manager in the City, before advising customers for a private bank. I enjoy working with customers who have larger portfolios and take responsibility in helping them achieve their investment objectives. I look for every opportunity to build meaningful relationships with customers and their families, helping them to plan for their futures by building confidence and trust.

 

Outside of work I have a wide range of interests, from mountain climbing, cycling and golf to history, neuroscience and psychology. I also enjoy walks with my family and time in my gym.

Kathryn McClintock

I have been working with customers in financial services since 2003. I love interacting and building relationships with individuals from many different backgrounds - talking to customers is the most interesting part of the job! My approach is clear and straightforward, keeping things focused on my customers, their goals and plans.

When I’m not working, I enjoy running long distances and volunteer for Age UK, where I visit isolated elderly people in my area and City Pay it Forward, who teach children the basics in financial literacy.

Raj Mistri

Being a trusted adviser and providing suitable financial advice has always been my priority. I have been able to do this by listening to my customers and understanding their ultimate goals and then providing a recommendation to meet their needs. Through my comprehensive knowledge of retail investments and discretionary wealth management, I work with customers to help them plan for their future, from wealth planning to retirement and provide a recommendation which helps clients achieve their goals.


Outside of work my priority is to spend time with my friends and young family. I enjoy supporting local charities and helping others when I have the opportunity to do so.

Dominic Newman

One of the most enjoyable aspects of being an adviser is getting to know my customers. It’s only by listening to you that I’m able to come up with an advice solution that’s personalised to you and your family’s needs, which is something I’m really passionate about. I’m looking forward to helping you plan for your future – from retirement to wealth planning – with confidence.


At weekends I can be found at my local club attempting to play golf like Tiger Woods or tennis like Emma Raducanu, and walking the family Jack Russells.

Damola Ojo

I have over 15 years of experience in financial services, qualifying as a financial adviser in 2008. I worked for some of the UK's largest banks before joining Fidelity. I understand how very few people have the time or resources to manage their financial affairs properly and consistently on an ongoing basis, so I enjoy providing wealth management services for individuals, designed to meet each customer's objectives over the long term. I am passionate about maintaining long-term relationships, preservation, and growth of wealth, as well as utilising tax-efficient shelters, all under an umbrella of trusted advice.

 

Outside of work I spend time with my family. I have a keen interest in community projects, such as helping young people from deprived backgrounds, and children who have social, emotional and mental health difficulties use sport to build confidence.

James Pannell

I have over 15 years’ experience in financial services and joined Fidelity in 2017 to help customers approaching retirement. I provide retirement advice and specialise in providing advice on the suitability of defined benefit transfers. I enjoy working with customers to understand their needs, and I provide clear solutions in a world that can often seem very confusing.

 

I spend most of my spare time with my young family but also enjoy mountain biking and gardening when time allows.


Siva Ramachandran

I first started giving financial advice in 2011 and I gain satisfaction from helping my customers achieve their retirement goals. My key area of expertise is in providing Defined Benefit pension transfer advice and I like to ensure my customers find our advice journey to be both easy to follow and a pleasant experience. I realise the importance of keeping up to date with the ever-changing pensions world and I would be delighted to guide you through our process and provide solutions to help you meet your retirement needs.


During my free time I enjoy travelling and have a passion for weightlifting and Formula 1.

Katrina Tabor

I joined Fidelity in June 2020 and have previously given advice across a variety of asset classes including equities, structured products, fund portfolios and fixed income. This experience has enabled me to really get to the heart of each customer's individual requirements and recommend the most suitable investment product to meet their aims and objectives.


In my spare time I enjoy hanging out with my family, friends and cat, as well as attempting to keep up with a fitness regime and encouraging my garden to flourish.

Ben Taylor

I have worked for several private banks since 2004, advising clients from many different backgrounds on a range of solutions including discretionary portfolios, fixed income, structured products and tax-efficient solutions. I take a long-term approach with clients, thinking about their families across the generations. I am passionate about providing an excellent service and focused on helping customers achieve their goals. I provide investment advice in a way that helps to make it easy to understand.

 

When I’m not working my main focus is my young family. I also like to cook, support Arsenal Football Club, and if I find time, ride my motorbike.

Chris Whiley

I have worked at Fidelity since 2015 assisting and advising people entering retirement. I enjoy getting to know people and helping them identify their goals and needs. I’m a jargon-free person and my approach is designed to match financial solutions to my customers' plans. As well as providing general and retirement advice, I’m also a pension transfer specialist and provide advice on whether defined benefit pension transfers are suitable.

Outside of work I enjoy coastal walks and I am a keen amateur gardener.

Lisa Whiting

With over 20 years’ experience as a wealth adviser in the financial services industry, I have a reputation for providing an exceptional level of service to my customers. As their trusted adviser, my customers are always reassured that they have someone who will get to know them, understand their circumstances and provide financial solutions that meet their objectives. I enjoy building these relationship over time and providing on-going reviews, to ensure I am always there to support them throughout their lives.

Outside of work, I enjoy trying new challenges, such as off-road mountain biking, clay pigeon shooting and walking across the roof of the London Greenwich O2 arena. I also enjoy reading and watching films.


If you have a specific view of the type of adviser you’d like, please let us know.

Personal support to help you

Speak to us

If you’re already a Wealth Management customer, call the team on 0800 222 456 to discuss your options in more detail. We can also arrange a meeting with your Adviser.

Request a call back

Request a call back from a member of the team or call us on 0800 222 550 to see if advice may be right for you.

Personal financial advice

Need to know more about our advice service?