Omnium Wealth Management

Staff profiles

Ross Butters
Ross Butters

Omnium Wealth Management

Director

Ross has been in the financial services industry since graduating from Sheffield University in 1986. Before becoming a financial planner Ross worked for NatWest as a Senior Investment Manager, advising clients on investments, wills and tax and trust planning.

Ross looks after a varied portfolio of clients, most of whom he has been providing trusted advice for over many years. Ross is not only Omnium’s resident trust specialist but also specialises in investments and pensions and is increasingly called upon to advise on estate planning.

Oliver Chick
Oliver Chick

Omnium Wealth Management

Investment Director

Oliver joined Omnium as a Senior Adviser in 2005 and now holds the position of Investment Director. The previous four years were spent working for a firm of financial advisers in the City of London and prior to that running his own independent financial advice firm in Notting Hill, west London.

Oliver has a dual role within the business, advising a wide range of private clients on their financial affairs and chairing the Investment Committee that oversees the firm’s investment proposition.

Oliver is qualified to advise on the full range of investment, protection and pension products and advises clients on tax and trust issues.
Mark Hodson
Mark Hodson

Omnium Employee Benefits

Associate Director

Following a long career with Scottish Widows, latterly as Director of Employee Benefits, Mark joined The Bourne Group in 2009 as Senior Adviser on employee benefits at Omnium and was promoted to Associate Director in 2012.

Mark’s primary role is to develop the expanding corporate client bank of the Group and deliver a full range of specialist employee benefits advice.

Mark is authorised to advise on the full range of corporate products including all types of pension schemes, group healthcare, group life assurance and long-term sickness absence insurance.

He has been able to assist a number of organisations to offer a wide range of employee benefits at a reasonable cost and thus aid in both the recruitment and retention of high quality employees.

Mark is a regular seminar speaker as well as writing for various professional publications.
Mark Sayers
Mark Sayers
Omnium Wealth Management

Chartered Financial Planner

Mark’s career in financial services began in the banking sector, following which he moved into financial advice and wealth management, working in London firms for more than a decade. During this time he became a Fellow of the Personal Finance Society, one of the highest financial planning qualifications available to an adviser.

In 2019, Mark joined the financial planning team at Omnium Wealth to provide our clients with the full range of investment, protection and pension advice, with a particular specialism in retirement and long-term care planning.
Maria Lawrence
Maria Lawrence
Omnium Wealth Management

Operations Manager

Maria has over 25 years’ experience in financial services; prior to joining Omnium in 2004, Maria was a senior administrator for an investment management company, working in the specialised area of Small Self-Administered Schemes (SSAS), where she was responsible for client liaison for the technical team.

Since 2004 Maria’s role at Omnium has developed and expanded as the business has grown. She was directly involved in refining and implementing our groundbreaking client wealth management proposition.

In her role as Operations Manager, Maria is responsible for oversight across our operational systems, by creating robust processes and policies. A key part of her role is to ensure the effective and efficient delivery of our service to clients. Maria also heads up a solid Administration Team and assists with the recruitment and placement of new staff and their training requirements.
Denis Kavanagh
Denis Kavanagh
Omnium Wealth Management

Financial Planner

Denis’s career in financial services extends over 35 years. Having previously worked for various Building Societies as a District Manager he qualified as a financial adviser in 1998.

He has been with the Bourne group from the very beginning and was promoted to Associate Director of Omnium in 2005.

Denis is authorised to advise on investments, protection, pensions, mortgages, equity release and lifetime care and has a varied portfolio of clients.
Lynn Adams
Lynn Adams
Omnium Employee Benefits

Administrator

Lynn has 30 years’ experience working in the financial services industry, primarily working for independent financial advisers.

She has been with Omnium since its start in 2002 and is now a Senior Administrator in Omnium Benefits. Her role is to support the financial planners dealing with the company’s corporate clients. Her expertise includes pensions, group risk benefits and group private medical insurance.
Richard Allen
Richard Allen
Omnium Wealth Management

Financial Planner

Richard started his career in financial services in 2008, at possibly the most trying time for the industry, working in the City of London for some of the UK’s largest bancassurers.

After a successful start to his career Richard decided to challenge himself further and moved to a private family wealth firm in St James’s, London, providing independent holistic advice.

After moving out of central London to the Surrey countryside in January 2015, Richard joined Omnium as a financial planner.
Melanie Baxter
Melanie Baxter
Omnium Wealth Management

Paraplanner

Melanie has worked in the financial services industry since graduating from university with an honours degree in Business Studies. For the first decade of her career, she worked at leading global investment banks in London.

At the same time, Melanie undertook training to become a solicitor, qualifying with the College of Law and completing her legal training with a multinational law firm.

In 2015, following a career break to raise her family, Melanie made a return to the financial industry as an administrator. She went on to gain the Level 4 Diploma for Financial Advisers (DipFA) qualification in 2018, joining Omnium Wealth Management as a paraplanner in 2019.

In her role at Omnium, Melanie is responsible for a number on non-client facing tasks, including research, analysis on a range of providers and investments and report writing across all areas of financial planning.
Karen Cornwell
Karen Cornwell
Omnium Wealth Management

Administrator

Karen joined Omnium in 2008 and brought with her many years of experience in a variety of administration and client services roles.

She is a key member of our excellent administration team and is often the first point of contact for our clients in relation to the day-to-day administration of their portfolios.

Karen’s role is varied and involves dealing with client correspondence in addition to providing support to the financial planners, ensuring they have all they need to provide an excellent service to clients.
Toby Eves
Toby Eves
Omnium Wealth Management

Chartered Financial Planner

Toby has worked in financial services since he left school in 1979, including time at Friends Life where he completed his Associateship of the Chartered Insurance Institute (ACII) examinations in 1985.

In 1992 Toby was one of the first advisers to become an Associate of the Personal Finance Society (PFS). He subsequently enjoyed a wide variety of roles, before joining Omnium in 2013 where he advises his varied portfolio of clients on their investments and pensions
Nick Facey
Nick Facey
Omnium Wealth Management

Administrator

Nick joined Omnium in 2007 and brought with him many years of experience previously working for a large life and pensions company.

Nick is part of the crucial administration team and provides expert support to the financial planners ensuring that they have all they need to be able to deliver a first-class service to our clients.
Jane Frearson
Jane Frearson
Omnium Wealth Management

Financial Planner

Jane has been in the financial services industry since 1988 and joined Omnium Wealth in 2015. Over the years she has grown her client bank through referrals and has many clients who have stayed loyal since the beginning.

Jane advises both individual and corporate clients on all aspects of financial planning.
Rebecca Hughes
Rebecca Hughes
Omnium Wealth Management

Marketing Manager

Rebecca worked for 10 years as a client manager in the design industry in London and Surrey with a specific focus on branding. She has worked at Omnium Capital as the Marketing Manager since 2007, overseeing the renaming and rebranding of Omnium in 2015.

Rebecca is responsible for all marketing, advertising and PR activities of both Omnium Employee Benefits and Omnium Wealth Management and acts as brand guardian to ensure the businesses are always consistently and appropriately presented.

She is also involved in business development work for the companies, coordinating various new business initiatives such as seminars and lead generation and helping with the creation of tender documents and proposals for prospective clients.
Martyn Key
Martyn Key
Omnium Wealth Management

Administrator

Martyn has many years of experience working in various customer service and administration roles for financial advisers, private banking and a pension annuity company.

Martyn joined Omnium Wealth in 2016 and is an integral part of the administration team providing support to our Financial Planners, helping with enquiries and ensuring they are fully prepared.
Lyn Mitchell
Lyn Mitchell
Omnium Employee Benefits

Administrator

Lyn has worked in the financial services industry for many years in a secretarial and administrative role. She joined Bryant Kesek Financial Services (BKFS) in 2001 and moved to Omnium in 2012 when it acquired BKFS.

Lyn is part of the administration team at Omnium Employee Benefits providing essential support to advisers and clients.
Lindsay Neale
Lindsay Neale
Omnium Wealth Management

Paraplanner

Lindsay began working in the Financial Services sector in 1987 and spent 19 years working within a large life and pensions company moving up from Administrator to Team Leader.

Lindsay joined Omnium in 2006 as a Senior Administrator and, since then, her role has developed and expanded so that she is now responsible for paraplanning.

She is responsible for a number of non-client facing tasks including research and analysis on a range of providers and investments and report writing to support the financial planners.
Meytal Smyth
Meytal Smyth
Omnium Wealth Management

Senior Paraplanner

Meytal has worked in financial services since 2006 and began working in the UK financial services industry when she relocated here in 2015.

Within her first 12 months in the UK, Meytal successfully completed the PFS Diploma Level 4 in Regulated Financial Planning, as well as the CeMAP qualification.

Meytal previously worked as a paraplanner for two medium-sized IFAs before joining Omnium Wealth Management in 2019 as a senior paraplanner. Her role involves research, analysis and report writing to support the Managing Director.

Meytal’s current ambition is to reach Chartered Financial Planner status, with four more exams to sit to achieve her goal.
Jo Taylor
Jo Taylor
Omnium Wealth Management

Financial Controller

Jo originally joined the Bourne Group in 1989 as a trainee accountant at Brewers. After qualifying in 1995, she continued working for Brewers and, during her time there, worked in both the Audit and Management Accounts teams.

In 2018, Jo became Financial Controller of Omnium Capital. Her primary responsibilities are operational budgeting, financial reporting and credit control, along with statutory reporting to the Financial Conduct Authority.