Who We Are / Our Team
To ensure that every aspect of your financial planning runs efficiently, we have a support team of talented individuals who help us in providing an outstanding client experience.
Peter Butlin Dip PFS
Peter founded Tenacity Wealth Management in 2014 after a successful career in Financial Services spanning 30 years.
Peter is conscientious, diligent and has an eye for detail. He is committed to helping individuals and business owners understand, manage, and get the most out of their wealth. His advice covers many areas of financial planning with a particular focus on Retirement Planning and Personal Cash Flow Modelling. Peter is passionate that clients enjoy their wealth and have the reassurance of a structured plan to ensure lifetime financial security.
Carl Sotheron Dip PFS
Carl has been in the financial services industry since 1994. Throughout this period his career includes providing financial advice to both individuals and businesses.
More recently he has tended to concentrate on retirement and investment planning although his advice covers most areas of financial planning. He recognises the increasing importance of clients being able to understand the ever changing financial and regulatory landscape and how it can best benefit them.
Carl believes helping clients to achieve their financial objectives, be rewarded from their investments and obtaining financial security is fundamental.
Senior Finance Executive:
Daniele Feltham Dip PFS
Danielle has joined Tenacity as a Paraplanner and brings a wealth of experience being a qualified Paraplanner and Pension Transfer Specialist. Danielle has recently been shortlisted for Paraplanner of the Year 2019/20 at the Personal Finance Awards.
Danielle has worked within the financial services industry since 2009 and is working towards obtaining Chartered status, having already completed both CII Diplomas in Financial Planning as well as the Advanced Financial Planning process and Pension Transfers level 6 examinations. Since 2015, Danielle volunteered as a Personal Finance Society Committee member and in 2019 was appointed as Educational Outreach Ambassador for London.
Toni Powell joined us in March 2016 and brings with her 17 years of experience across many areas of the financial services industry. Toni is a member of the CII and is currently working towards the Diploma in Financial Planning. As our Client Relationship Manager, Toni is passionate about delivering a first class experience to our client.
Alison began her career in the Financial Services Industry in 2003 and joined Tenacity Wealth Management in January 2019. She brings with her over 10 years' experience as a Paraplanner, helping to create and deliver holistic and bespoke financial plans and solutions for our clients. She is currently studying towards the Diploma in Financial Planning.
Elaine joined Tenacity Wealth Management in May 2018 as an administrator. Her background as a management accountant in industry, brings a wealth of skills to her role supporting the team.