At 42 Wealth Management, all of our relationships are built on collaboration and trust which combined with years of expertise enables us to build a highly personalised plan that means you can trust us to be there for you and your family throughout your journey in life.
Who we are
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
Our mission & values
Wealth Management built on trust and transparency to focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.
Our clients have the comfort and confidence of knowing their financial wellbeing is in safe hands.
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,
she is committed to constantly improving both her capabilities and those of the profession to improve outcomes for clients.
Susie is one of the only individuals to be both a Chartered Fellow of the Chartered Insurance Institute (CII) and the Chartered Institute of Securities and Investments (CISI). She has a special interest in cohesive wealth management and model portfolios.
Susie has a Masters in Legal Practice, is a member of the Society of Trust and Estate Practitioners (STEP), and is an External Specialist on the Private Client Investment Advice & Management subject panel for the CISI.
Susie is also one of the first Certified Private Client Mediators, having been integral in involving the world leader in dispute resolution (CEDR) in the development of training available to improve adviser skills.
In 2018, Susie won the Investment adviser of the year award at the Women In Financial Advice Awards. She was shortlisted in the prestigious Financial Adviser of the Year category in the 2019 Women in Finance awards. She has been Highly Commended in the Investment Advice Specialist in the 2019 Personal Finance Awards.
Steve Moseley
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.
A highly qualified IFA, Steve is a key negotiator in acquisitions and strategically designs business structures to mitigate risk and ensure excellent client outcomes.
A keen golfer and avid lover of fishing, Steve has a wealth of experience across all aspects of the industry.
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.
Steve is a founding client of 42 and has been appointed global chair for the 42 Group.
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.
Post-covid, and prior to joining 42 Wealth, Laurence settled in a small boutique investment company where he was able to have greater autonomy in the management of client portfolios.
Laurence is a Chartered Fellow of the Securities and Investment Institute having qualified in 2007 and has an understanding of market psychology, geopolitics and a broad knowledge of both mainstream and alternative asset classes.
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.
As Head of Operations, Sara is responsible for the day-to-day smooth running of the office and strategic projects. When not working, she enjoys spending as much time as possible at her Turkish home.
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.
Tim is also a sports and fitness enthusiast who has built a hugely successful network of clients through his care, understanding and attention to detail.
Steve Fox
Associate Director / Wealth Adviser
Steve has been in the financial services industry for over 25 years, including over 18 years as a Financial Adviser working with a well known private bank.
A very experienced adviser who puts clients at the heart of everything he does, Steve has joined us as an Associate Director / Wealth Adviser as we look to continue give our clients the best service.
When not giving financial advice, Steve can be found reading books, watching sport, walking around art galleries (although he can’t paint), dreaming about being James Bond and spending time with his family.
Sharon Newton
Senior Paraplanner
Sharon has worked with Susie since October 2017 and has over 20 years experience in financial services and wealth management.
She provides technical and paraplanning support, and leads the Client Services Team. She shares the deep commitment we have to deliver exemplary service and expertise to our clients.
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.
Throughout her career, Sarah has proved she is dedicated to excellent client services and strives to provide a reliable and friendly service to all of our clients.
In her spare time, Sarah loves spending time with family, walking her dogs and weekends away in her much-loved motor home.
Maisie Bevan
Trainee Paraplanner
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.
Ellie Bradford
Client Experience Coordinator
Ellie brings over 11 years of experience in financial services and wealth management, with a strong focus on delivering exceptional client support and operational excellence.
Her earlier career in event organisation within the motorsport sector developed her attention to detail and ability to perform in fast-paced, high-pressure environments – skills that translate seamlessly into her current role.
Ellie is dedicated to delivering an exceptional standard of service and fostering trusted relationships with clients and colleagues alike. Outside of work, she enjoys spending time with her family and walking her dogs.
Alex Gray
Trainee Investment Analyst
Alex works as part of our investment team, conducting research and analysis on client portfolios and providing technical support.
He is currently studying for his professional qualifications, has an excellent eye for detail and a love of spreadsheets!
In his spare time, Alex enjoys computer programming and car maintenance.
Andrew Sheffield
Investment Portfolio Manager
Andrew has worked in the investment and wealth management profession for over 25 years, with experience across portfolio management and construction, asset allocation, and fund research.
A calm and thoughtful investment professional, he joins us as an Investment Portfolio Manager, bringing a strong belief in putting clients first and ensuring portfolios are managed with care, discipline and long term focus.
Away from work, Andrew enjoys watching football, going to the gym and spending time with his family.
It starts with a conversation
If you’re interested in talking to one of our dedicated advisers to help you achieve your financial goals, get in touch today!
