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Meet the Team

Experience, expertise and dedication… at your service

The relationship between you and your financial planner is deeply personal. You need someone who understand you, your present circumstances and your dreams for the future. They can’t just be a signature at the bottom of an email.

This is your first chance to put faces to names and meet the experts here at Wells & Co.

Barry Wells DipPFS

Partner

Barry is a highly experienced Financial Adviser with over 30 years in the industry. Barry’s main focus is always on fostering trusted relationships with clients that endure over years. In a world full of jargon and faceless apps, a personal touch is a must! Barry creates a deep understanding of who the client is, and how the Wells & Co. team can help achieve their goals. Our family's generations, looking after your family's generations.

Olivia Wells Cert CII MP

Practice Manager

Olivia is a Partner of Wells & Co. As the Practice Manager she is responsible for the day-to-day operations in delivering the Wells & Co. exceptional standard of client service which includes the commitment of truly personal financial planning. Wells & Co. pride themselves on long-lasting client relationships through their holistic approach and their clear accessible advice. These are principles that Olivia truly believes in and they govern how she works.

Scarlet Wells

Excellent Customer Service Support

Scarlet joined the Practice to support Olivia in delivering the Wells & Co. excellent customer service to all clients. Scarlet brings her exceptional organisational skills and quickly became an integral part of the Wells & Co. team. As Office Administrator, Scarlet is responsible for ensuring our first-class service and our superior client delivery is always maintained.

Phoebe Wells

Excellent Customer Service Support

Phoebe is currently studying for her Level 3 Business Apprenticeship whilst working within the Practice to ensure she is soaking up all of the knowledge from the wider Wells & Co. team. Phoebe will be supporting Olivia and the team on delivering the Wells & Co. first-class client servicing, along with the important administration work which is fundamental in maintaining the personal service the Wells & Co. team are known for.

The Wells & Co. Wider Support Team

A Range of Specialist Professionals

Whilst the Wells & Co. family are at the centre of the team, we take pride in delivering a wider consultancy team made up of consultants, para-planners and financial advisors, along will specialists from the SJP family. We choose this approach so we can focus on delivering a first-class service to our clients.