Meet the Team
Investment Director
James has been part of Prosperity Wealth Management since 2008 and plays a central role in advising the firm’s high-net-worth clients. With over 15 years’ experience, he specialises in post-sale planning for business owners, long-term investment strategy, and intergenerational wealth structuring.
He works closely with families to bring clarity and structure to their affairs, helping ensure that wealth is managed with care and passed on effectively. Many of James’ client relationships span generations, built on trust, discretion, and a deep understanding of each family’s evolving needs.
James believes great advice starts with listening — providing calm, considered guidance that gives clients the confidence to make informed decisions about their future.
Outside of work, James lives in Derbyshire with his wife and two young children. When time allows, he enjoys playing golf, fossil hunting, and working on his garden.
Director
With over 30 years’ experience in financial services, Martin specialises in helping high-networth individuals and families navigate the complexities of wealth across generations. His philosophy is simple: effective financial planning is about people, not just numbers.
Martin works closely with clients to develop tailored strategies that reflect their goals, values, and family dynamics. His focus on intergenerational planning ensures wealth is preserved and passed on purposefully—aligned with the legacy each client wishes to leave.
He often collaborates with solicitors, accountants, trustees, and family office professionals to deliver an integrated approach across legal, tax, and financial structures. Whether advising on succession, trusts, or philanthropic planning, Martin brings calm, clarity, and depth of insight to every conversation.
Known for his measured approach and long-term perspective, Martin helps families make informed decisions that stand the test of time.
Director
Marie brings over 20 years of experience in financial services, with a focus on the human side of business -relationships, values, and culture. As a Director of Prosperity Wealth Management, she leads on HR, compliance, and client experience, helping to ensure that our team, partners, and clients all feel supported and understood.
With a background in people management and organisational development, Marie’s approach is grounded in empathy and emotional intelligence. She plays a key role in shaping the firm’s culture — one that is inclusive, collaborative, and built for long-term trust.
Marie works behind the scenes to strengthen internal processes and maintain our high standards of service. Whether mentoring colleagues, overseeing compliance, or supporting clients through sensitive family decisions, she brings care and clarity to every interaction.
Outside of work, Marie enjoys countryside walks, cherishing time with her children and grandchildren and painting.
Client Experience Coordinator
Natalie supports the day-to-day running of the business with a focus on elevating the client experience. From personalised welcome packs to thoughtful gifts and hand-designed cards for birthdays, weddings, and new arrivals, Natalie ensures that clients feel genuinely valued and remembered.
Her creative eye and attention to detail help bring a personal touch to the moments that matter. Whether it’s sourcing a bespoke gift or adding a handwritten note, Natalie plays a key role in making sure our service feels as individual as the families we serve.
Behind the scenes, she also supports the wider team with administrative coordination, helping things run smoothly and professionally. Natalie’s warmth, creativity, and care reflect the values at the heart of Prosperity — thoughtful, family-focused, and quietly exceptional.
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