Site logo
Site logo
Home Meet the team

Meet the team

Entrusting a third party with your wealth doesn’t need to be something to feel nervous about if you choose the right people for the job. Meet our talented team and learn what makes them tick.

Dr Josh Lewis

Independent Financial Planner and Managing Director

View Dr Josh

Cameron Jones

Chartered Financial Planner and Senior Paraplanner

View Cameron

Gemma Edwards

Senior
Paraplanner

View Gemma

Simon Porter

Independent Mortgage and Protection Adviser

View Simon

Jane Bissex

Senior
Administrator

View Jane

Contact us

Ready to find out more about how we can help you? Complete this short form to submit your enquiry.

    WealthDoctor is a trading name of Wealth Doctor Financial Planning Ltd, which is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

    Wealth Doctor Financial Planning Ltd is registered in England and Wales. Company number 08972423.

    Registered office address: 2 Union Road East, Abergavenny, Wales, NP7 5UW.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    ® The Wealth Doctor Caring for your Finances logo and the name WEALTH DOCTOR are registered trademarks of Wealth Doctor Financial Planning Ltd.

    Copyright © 2025 Wealth Doctor

    2 Union Road East
    Abergavenny
    NP7 5UW         hello@wealthdoctor.co.uk 01873 854488

    Privacy policy / Cookies policy /

    Copyright © 2025 Wealth Doctor

    Wealth Doctor
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.