MEET OUR TEAM
MEET OUR TEAM
Our team of experts
At Four Wealth Management, we have an expert team of financial professionals who are all devoted to ensuring that our clients get the most out of their money. Our team have an abundance of experience within the financial sector and will provide you with a highly personalised service to help you meet your financial goals. We will take the time to match your individual needs with the correct adviser from the beginning of your journey with us.
Find out more about the team below.
BSc Hons DIP PFS - MANAGING DIRECTOR
John Morrison is the founder and Managing Director of Four Wealth Management Ltd and has over thirty years’ experience advising and helping clients with their financial planning.
After leaving Loughborough University, where he graduated with an Honours degree in Management, he spent the early part of his career working in some of the largest financial companies in the world. At the same time, he was playing rugby for Bath and representing England schools, colts, under 23, and ‘B’ levels. His Bath side dominated the trophies in the early 80’s enabling John to develop his understanding of what separates successful people and organisations from the average. Wearing the number four shirt, John was known as a safe pair of hands and this is the principal behind the relationship we have with our clients.
John offers bespoke, face-to-face wealth management advice and builds close relationships with his clients, many of whom have been with him for almost thirty years and have become close friends. John is particularly experienced in investment planning, inheritance and estate planning, tax planning and pension planning.
John and his family live south of Bristol with a menagerie of animals including a Golden Retriever puppy who is intent on destroying anything made of wood, paper, fabric or plastic!
For nearly twenty five years John Morrison has advised me and helped me with my finances. I have always found him to be trustworthy and professional. He understands my need to have a solid portfolio and as such advises me on the correct investments.
Mrs Summers, Bourton on the Water
DIP PFS - SENIOR FINANCIAL ADVISER
Rewi started his career in financial services in London before moving to Australia where he spent ten years working for a prestigious private client practice in Sydney. During this time, he operated with an outstanding network of solicitor and accountancy practices in one of the most dynamic and innovative financial advice arenas in the world.
Over the years, Rewi’s understanding of his clients’ objectives has earned him a reputation for building long-term relationships based upon integrity and trust.
A little known fact about Rewi: After leaving university and before entering the world of finance, Rewi’s first job was as a Camera Assistant on the hit Yorkshire soap opera, “Emmerdale” – a world away from his next job at Rothschild Asset Management!
Rewi, his wife Jude and their two children live in Bath in a house ruled by their Labradoodle, Bondi. When not working Rewi enjoys exploring the countryside with his family and is a passionate All Blacks and Bath Rugby supporter.
CHARTERED FINANCIAL PLANNER
Joe has over 27 years’ experience in advising clients and his passion has always been to provide first-class holistic, knowledgeable and experienced advice for his clients. A firm advocate of ongoing professional development to ensure his knowledge is always up-to-date with the latest developments and legislations. Joe is a Chartered Financial Planner and is working towards his Fellowship.
Joe advises in all areas of wealth management and specialises in long term care planning and complex retirement planning.
Out of hours, Joe is a keen DIYer (motivated by his wife Lucy’s to-do-list!) and enjoys hacking his way around a golf course when time allows.
I have known Joe for over 18 years now and has always provided me with straightforward honest advice. He has made sure with regular reviews that my retirement goals remain on track and I am now looking forward to a comfortable retirement in due course.
Miss Flaherty - Swindon
Cert Cii MP - FINANCIAL ADVISER
Mette provides comprehensive financial planning solutions to individuals, families, business owners and executives. Advising on all aspects of wealth management including investment planning, tax planning and pension planning, Mette also helps her clients with protecting their assets.
Mette enjoys working with clients to identify what’s important to them and then helping them to build and preserve their wealth so they can make the important things achievable and enjoy a fabulous retirement!
Born in Denmark, Mette has considered the UK her home since 1988. Before joining St. James’s Place she was an entrepreneur for thirty four years, having founded, developed and sold businesses across a number of sectors including sales, service, property, design and e-commerce.
When time allows Mette enjoys writing and singing soppy love songs.
CHARTERED FINANCIAL PLANNER
Matthew has worked in financial services for over 20 years and holds the Chartered and Certified Financial Planner and Chartered Wealth Manager qualifications.
Matthew provides broad based advice, mainly to Directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most. His advice covers all areas of wealth management, including retirement planning, wealth protection and investment planning.
With an emphasis on maintaining long-term relationships with his clients, Matthew puts his clients at the heart of everything he does and strives to provide them with a source of trusted advice as their financial needs evolve over the years.
Matthew loves the outdoors and keeping fit and is known for his willingness to brave the elements by foot or bicycle at every opportunity. He lives in Bristol with his partner.
I have always found Matthew to be an extremely proactive and technically knowledgeable financial adviser who has always provided me with an excellent service.
Ms Lengere - Bath
ALWYN VAN STADEN
BSc Chartered MSCI - CHARTERED FINANCIAL PLANNER
Alwyn prides himself on bridging the gap between the myriad of investment options, tax pitfalls and complexities facing investors by creating future-proof financial plans tailored to the individual family.
Alwyn has lived and worked in Switzerland and South Africa before joining the financial services sector in 2005. He is a Chartered Member of the Institute for Securities & Investments and has a BSc Mathematics of Finance.
When not working, Alwyn enjoys coaching his son (apparently the next Ian Botham!) at cricket and can often be found exploring the English countryside with his young family.