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Wealth Managers with years of expertise
Mindful, compassionate and considered
Part of a strong network with professional connections
Specialists in our field
Confidential and sensitive to individual needs
Invested in the people not just money
Meet team 42
Susannah Moseley-Gray
Director
Susie leads our Private Client Service. With over 20 years experience in wealth management and structuring both for domestic and international high and ultra high net worth clients,
Steve Moseley
Director
Steve is a highly experienced UK FTSE 100 Director who successfully built his original business from scratch which peaked at GBP 500 million Assets Under Management.
Steve Hollis
Global Chair
Steve was a senior partner in KPMG for over 20 years and a large part of his career was spent on various KPMG global board roles. More recently Steve has worked with talented teams in the UK and USA to build a portfolio of companies in financial services and property.
Laurence Forrester
Director
Laurence worked at a well-known wealth management firm for more than 12 years as an integral part of their DFM team which became the fastest growing division of the business under his guidance.
Sara Winfield
Head of Operations
Sara has over 20 years’ experience working in a variety of professional services environments and is committed to delivering the highest levels of service to both clients and stakeholders.
Tim Cox
Wealth Adviser
Tim Cox received a BA Hons in Psychology and Education at Deakin University and has spent the last 30 years as a general practitioner IFA, mainly in his own businesses, developing many lifelong client relationships.
Daniel Simmons
Wealth Adviser
With 7 years industry experience, Dan is a part of our excellent advice team, instructing the implementation of financial planning and continuing assessment of client’s investments.
Sharon Newton
Senior Paraplanner
Sharon has worked with Susie since October 2017 and has over 20 years experience in financial services and wealth management.
Mikha Ranada
Paraplanner
Mikha has worked with Susie since April 2023. She is an experienced paraplanner and key member of the client services team.
Sarah Hill
Administrative Manager
Sarah has over 30 years of experience in the financial services industry including various roles such as banking, mortgages and administrative support.
Maisie Bevan
Client Services Administrator
Maisie has over six years of experience across the retail and design industries, with a consistent commitment to providing excellent customer service. Outside of work, she enjoys walking her dogs, going to the gym, and spending time with family.
Alex Gray
Trainee Investment Analyst
Alex joined 42 Wealth Management in September 2024 as a trainee investment analyst and works closely with Laurence and our investment team.
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