Ten Wealth Management

TEN WEALTH MANAGEMENT TEAM

Martin Walker

Martin Walker BA (Hons) CFP Chartered MCSI

Director

Martin has worked in financial services since 1993, following his graduation from the University of Newcastle upon Tyne.

He started his career working as an adviser for a number of UK life assurance companies before moving into the Independent Financial Advice sector in 2000. Martin decided to establish Ten Wealth Management in 2009 to ensure he could continue to provide a bespoke and high quality service to a limited number of clients and their families.

He is a Certified Financial Planner, Chartered Wealth Manager, holder of the Investment Management Certificate (IMC) and has recently passed The Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services.

Married to Tracy, and with two teenage daughters, his spare time is spent with his family and the occasional escape to the golf course.

martin@tenwealth.co.uk

Tracy Walker

Tracy Walker

Director

Tracy has been working in the financial services industry since 1991 - initially as an Administration Assistant for a national life company and later as Branch Administration Manager. She married Martin in 2000 and joined his successful IFA business where her role changed to Compliance Monitoring Officer.

Tracy's varied role includes day-to-day financial management, organising client events and seminars, as well as responsibility for ensuring Ten Wealth Management remains compliant and adheres to ever changing Financial Services legislation.

Tracy enjoys her family time and most weekends are spent with their horses, either competing herself at equestrian events or at Pony Club events with her daughters.

tracy@tenwealth.co.uk

Kristian Vind

Kris Vind APFS Chartered MCSI

Chartered Financial Planner

Kris has worked in financial services as an adviser since 2004 for many well-known UK banks before moving to Ten Wealth Management in 2016.

He is an Associate member of the Personal Finance Society, a Chartered Financial Planner, holder of the prestigious Private Client Investment Advice and Management qualification and a Chartered Member of the Chartered Institute for Securities and Investments.

Married to Alexandra, and with two young sons, he enjoys spending his time with his family, using his home gym and is an RFU accredited Head Coach for his eldest child's rugby team.

kris@tenwealth.co.uk

Claire Ponting

Claire Ponting

Office Manager

Claire has worked in Financial Services since 2006, previously working for other Independent Financial Advisers.

Claire enjoys the day to day administration and variety of her role, which includes the implementation of investment portfolio changes and maintenance of client records.

Since joining Ten Wealth Management Claire has taken and passed the Chartered Insurance Institute qualification in Pensions Administration and now holds the Chartered Insurance Institute Level 3 Certificate in Financial Services (QCF).

When not at work Claire enjoys running and going to the gym.

claire@tenwealth.co.uk

Kayleigh McClure

Kayleigh McClure

Administrator

Kayleigh joined the Ten Wealth team in May 2018 and provides administration support alongside Claire.

She enjoys the day-to-day challenges of this role and the different aspects of each working day.

Kayleigh enjoys spending time with her partner and their young daughter. As part of their hobbies they take pleasure in showing their cattle at county shows and competing at equestrian events with Kayleigh's horse.

kayleigh@tenwealth.co.uk

Alex Gratton

Alex Gratton

Research Assistant

Alex joined the Ten Wealth team in September 2014. He previously graduated from the University of Bradford in April 2014 after obtaining a Business & Management degree.

Alex is greatly enjoying the challenges of working within the financial industry and is currently studying towards a Certificate in Paraplanning.

As a research assistant his day-to-day activities include undertaking product and investment research, as well as collating data and preparing client reports.

When not at work Alex can be found enjoying either a good book or playing computer games.

alex@tenwealth.co.uk