At Southover Wealth, our team consists of seasoned professionals who are dedicated to helping our clients achieve their financial goals.
Led by Director, William Martin, each member brings a wealth of expertise and a passion for providing exceptional service. From our wealth managers and financial advisors to our support staff, our team is committed to understanding your unique needs and delivering tailored solutions with meticulous attention to detail. With a diverse range of skills and a shared commitment to client success, we work collaboratively to ensure that your financial journey is guided by expertise, professionalism, and a deep understanding of the needs of individuals, families and businesses alike.
William Martin
CeMAP, DipFA
William's clients are made up of Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. Many do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year.
William makes sure his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.
He is able to advise his clients on the following:
Pension planning
Investment planning
Business & Personal protection
Trusts*
In his spare time William spends his time with his family, especially with his new born son. When he gets a chance he enjoys watching sport and occasionally gets to go on the golf course!
*Trusts are not regulated by the Financial Conduct Authority.
Adil Suhail
Financial Planner
Adil Joined Southover Wealth in 2021 and brings with him over 5 years’ experience in the financial services industry helping clients and their families achieve their financial goals.
Adil places a strong emphasis on developing long-lasting connections with his clients while offering a truly all-encompassing approach to financial planning. His goal is to effectively manage each client's wealth in order to maximise it. His clientele ranges from Manging Directors to senior professionals from a diverse range of industries.
Adil received his BSc from the university of Hertfordshire in Finance and Corporate Law. In his spare time Adil enjoys spending time with his family and partaking in sports such as boxing, snooker and golf.
Sanjay Pindolia
Financial Planner
Sanjay has 14 years of investment experience as a self-employed financial trader and decided to change career to become a financial planner so he could help people in their lives by guiding them towards a secure financial future. Sanjay takes pride in building and maintaining long term relationships with clients and focuses on providing holistic financial planning advice to professionals, business owners and entrepreneurs across many industries.
In his spare time Sanjay enjoys spending time hiking, cooking and does some voluntary work with the dog’s trust.
Braden Baines
Partnerships Manager
As the partnerships manager at Southover Wealth, Braden’s main focus is to build meaningful and lasting relationships with companies and HR teams who share our vision of providing financial education to employees across the UK.
Outside of work, Braden has a passion for exploring and has travelled extensively, immersing himself in new cultures and indulging in new cuisines. Football is another love of his, and free-diving usually takes precedence whenever he’s outside the UK. Currently learning to play the guitar (slowly but surely)!
Christine Stanton
Operations Manager
As the operations manager and executive assistant at Southover Wealth, Christine provides comprehensive support to financial planners in their day-to-day activities. This includes ensuring the smooth running of all back-office tasks for clients and their respective advisors. This includes submitting business, tracking metrics, liaising with clients and compiling data.
In her spare time, she enjoys travelling, theatre and music festivals.
Graham Martin
Operations Associate
Graham’s role at Southover Wealth is to support the advisors as much as possible. Often this is ensuring we have sufficient information back from providers so they can advise on clients’ situations.
In Graham’s spare time, he enjoys partaking in a variety of dance classes and competitions.
Georgina Nettleton
Associate
Georgina joined Southover Wealth in 2023 after 3 years in financial services and earning a BSc in Economics. As a trainee Financial Advisor, she works closely with William, assisting in client documentation, analysis, and admin as well as preparing for advisory exams.
Outside work, she loves spending time in the countryside and enjoys runnings, surfing and biking.