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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 of 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.


About me

Aman Athwal

With over 16 years' experience working across the financial services industry, I specialise in providing defined benefit pension transfer advice. Part of what I love about my job is getting to know my customers, developing healthy relationships with them and ultimately helping bring their plans to fruition to achieve their retirement and investment goals.

Outside of work, I enjoy spending time with my family, travelling and eating out with friends.

Pav Basra

I joined Fidelity in 2021 with 10 years’ financial services experience. I am passionate about working with customers to help them accomplish their investment goals.

Outside of work I enjoy spending time with family and friends. I am also an enthusiastic traveller and enjoy exploring different cuisines to recreate at home.

Tatiana Bateson

I have worked for several leading financial service organisations during the course of the last two decades. This experience helps me to advise my customers and guide them towards options that align with their financial goals and personal circumstances. I strive to give customers clarity and confidence in their investing journey.

Outside of work I enjoy spending time with my family, walking my dog in the Surrey Hills and being an occasional stand in for movies.

Natalie Caine

I have worked in Wealth Management for the last 9 years and joined Fidelity in 2019. My career started in Customer Experience Improvement before I moved into Relationship Management at a large private bank, where I looked after high net worth customers providing solutions across the spectrum of banking, lending, investments and wealth structuring. 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 them achieve their investment goals.

I have an international background, having lived abroad in various locations. I love travelling to various locations to explore new cultures, languages and places. As a foodie, you will often find me together with my partner experimenting with new recipes or tending to our kitchen garden. I've also discovered a passion for artisan bread baking!

Tony Campbell

I have over 28 years’ experience providing financial advice with a focus on succession of wealth. I am passionate about listening to my customers’ needs to understand their financial goals and aspirations. I develop close, trusting and long-term relationships to support my customers with their investing journey.

In my spare time I like to travel and experience other cultures and histories as well as keeping active at the gym. I also like to help charities when I have the time.

Lexi Connell

I have worked in financial services for over 10 years, starting my career as a personal banker, then as a Client Relationship Manager for high net worth individuals and most recently within a wealth management company offering holistic financial planning advice. I have a passion for listening to and helping my customers achieve their financial goals and visions for the future. My focus is based on building a close, trusting and long-term relationship with both my customers and their families.

I have a young family with two boys, which keeps me very busy in my spare time. I am also a keen runner, having taken part in both the London and Brighton Marathons.

Tessa Codron 

I have over 30 years’ experience in financial services, working in various roles and locations including London, Paris and Hong Kong. I enjoy building long-term relationships with my customers and their families, helping them to achieve their financial goals with a clear and straightforward approach.

My free time is spent with my family and friends, visiting art galleries and auctions, hiking, listening to music and being creative.

Gemma Evangelou

I provide advice to a wide range of customers, using experience developed by working in financial services for over 14 years. I enjoy working with my customers on individual financial plans based upon their own goals, aspirations and needs. I utilise different financial strategies, including how to build and maintain wealth, to enable these plans to come to life.

Outside of work I spend a lot of time with my two children and husband. I am a keen runner and singer and when I have the time to fit this into my busy schedule, I perform in amateur musical theatre shows.

Mei Foster

 I have over 16 years’ experience in financial services and have been advising customers since 2008. I pride myself on building long-term relationships and take a balanced and consultative approach to my customers’ needs to help them achieve their goals.

Outside of work I enjoy spending time with my friends and young family. We recently moved house, and I have taken on a new project - the role of amateur gardener / landscaper - in an attempt to create a kitchen garden.

Fahima Hussain

I have been working in the banking industry and financial services for more than 23 years. I have gained experience by working with customers in many aspects of financial planning, advising them to help build better financial stability. In my current role as a Wealth Adviser, I enjoy working with customers to help them achieve their financial goals and aspirations, by understanding where they are now and where they want to be.

In my spare time, as a family we enjoy travelling to experience different cultures which links very well with my love for food. We stay active by playing badminton, going for long walks to appreciate nature and enjoy swimming.

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 on how to make the most of their investments and maximising their tax-efficient allowances.

Outside of work I enjoy playing sports to keep fit and have a passion for creating music. 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 discussions about their circumstances and needs, then 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.

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, understanding their ultimate goals and then providing a recommendation to meet their needs. Through my comprehensive knowledge of investments and discretionary wealth management, I work with customers to help them plan for their future, from wealth planning to retirement.

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.

Damola Ojo 

I have over 15 years' 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 a service to customers that is designed to meet their individual objectives over the long term. I am passionate about maintaining long-term relationships, preservation and growth of wealth, as well as utilising tax-efficient products, all under an umbrella of trusted advice.

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

James Pannell

I am passionate about helping customers approaching retirement. I joined Fidelity in 2017 and have over 15 years' experience in financial services. I provide retirement advice and specialise in 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. I also enjoy mountain biking and gardening when time allows.

Brijesh Patel

I have over 12 years' experience working and providing advice within the financial service industry. I work to build trust through my knowledge of various asset classes, markets and financial tools, conveying how these could affect assets and portfolios. I focus on getting to know and understand you and your longer term aspirations, so I can recommend the most appropriate solutions to help achieve your financial goals. My aim is to help build, grow and protect your financial future.

Outside of work, I enjoy spending time with my friends and young family. I enjoy playing and watching a variety of different sports. I am a keen photographer and have won multiple awards for my work over the years. Charity work is very important to me and I undertake various activities throughout the year to help support various causes.

Sarah Smith

I qualified as a financial adviser in 2009 and provide investment, retirement and inheritance tax planning advice to customers, with experience in pension drawdown, annuities, and tax-efficient retirement income strategies.  I am a qualified pension transfer specialist, so I am able to provide advice on the suitability of defined benefit transfers. I feel passionate about helping my customers to achieve the retirement they’ve always hoped for. 

I am mum to two young children, and in the summer, we love going on camping adventures. I also love running and have completed a number of marathons (including London) as well as a 50km ultra-marathon along the Dorset Jurassic Coast, which was my most challenging yet.

Sabrina Tambini

I have over 10 years' experience in the financial services industry. I have a financial planning background, providing holistic advice on investments, pensions, protection and inheritance tax planning to a range of customers. I enjoy meeting new people and building long-term relationships, whilst also taking pride in being part of my customers’ journeys in achieving their objectives and seeing their aspirations come to fruition.

In my free time, I love spending time with my dogs, walking in forests, cooking, reading and travelling. I am also a great lover of nature and gardening and recently have embarked on an exciting new journey in learning how to grow my own fruit and vegetables.

Ben Taylor

I have worked for several private banks since 2004, advising customers 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 customers, 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.

Kuldeep Thakar

I worked in some of the UK’s largest banks for over a decade before joining Fidelity. Using this experience, I build an understanding of an individual's financial objectives and put together a plan with the aim of achieving their goals. I pride myself on building long lasting relationships with my customers and their families, to guide them through the many financial stages of life.

In my spare time I enjoy hiking and spending time with friends and family.

Chris Wiley

I have worked at Fidelity since 2015 assisting and advising people entering retirement. I enjoy getting to know individuals, helping them identify their financial goals and needs. I avoid jargon and take an approach that aims to match financial solutions to my customers' plans. As well as general and retirement advice, I’m also a pension transfer specialist, providing advice on the suitability of defined benefit pension transfers.

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

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?