About us

High Street, Sutton Coldfield, West Midlands, England, UK
who we are

Nationwide Independent Financial Advisors.

Originating in Sutton Coldfield, Masterplan Wealth are a firm of Independent Financial Planners and Advisors servicing the personal financial needs of our clients across the country.
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what people say

It’s been a huge relief to find a company who knows what they are doing to help with investments and planning for the future. John and the team have a real understanding of how to look after and brief their clients.It always feels like a personal service and I’m never left feeling confused or bewildered about what is discussed. Their communication is just great and I have every confidence that they have my best interests at heart. I couldn’t recommend them more highly.

meet the team

Joe Headshot Businessman

Joseph Young

Director and Financial Planner

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john draper

director and financial planner

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Stephen Young

Director and Financial Planner

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Bill Headshot

Bill Brett

Client Ambassador

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Nick Adamthwaite

Financial Planner and Funding Advisor

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Steph Ricketts

Client Relationship Manager

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In Memory of

Jason Dutton

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Liz Garfitt

Mortgage Advisor

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Helen Sadler

Administrator

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Katie Headshot

Katie Jones

Administrator

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Libby Mills

Mortgage Advisor and Administrator

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Alfie Young

Administrator

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Anne Hopkins

Operations Manager and Chartered Financial Planner

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Chloe Worrod

Independent Financial Advisor

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Gary Evans

Independent Financial Advisor

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Jayne Ison

Administrator

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Liam Fearon

INDEPENDENT FINANCIAL ADVISOR

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SUTTON COLDFIELD OFFICE

LONDON OFFICE

HAGLEY OFFICE

Money made simple

Masterplan Wealth is a trading style of Masterplan Financial. Masterplan Financial is authorised and regulated by the Financial Conduct Authority. FCA Reference Number: 746267

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Joseph Young

Director and Financial Planner

Joe is an Economics graduate and has worked in Financial Services for the past 8 years. Having joined Masterplan in 2020, Joe’s role involves giving tailored advice to individuals and businesses regarding their financial and retirement plans. He particularly enjoys helping his clients achieve financial freedom and retire in style.

In his spare time, Joe likes to travel to new places and is a long-suffering Aston Villa supporter.

JOHN DRAPER

Director and Financial Planner

John has worked in Financial Services longer than he would like to remember. He set up Pennswood in 2006 and then, to increase the services offered, Masterplan Financial in 2016.  John is responsible for the operational management of Masterplan Financial, additionally he works with existing and prospective clients and specialises in working with individuals or businesses whose requirements are unique and sometimes complex.

Born and brought up in Sutton Coldfield, he is married with a son, Eric. He played amateur football for many years, but injuries and old age meant he eventually he had to hang up his boots and he now manages a junior side at Boldmere St Michaels playing in the Midland Junior Premier League which takes up most of his spare time.

Stephen Young

Director and Financial Planner

Steve has worked in Financial Services for over 30 years, his area of expertise ranges from mortgages to complex financial planning needs. Steve enjoys building long standing relationships with his clients and being their trusted go to for all aspects of their financial life.

In his spare time, Steve can usually be found on or adjacent to a football pitch. Having hung up his boots a few years back, he recently came out of retirement to spearhead his local walking football team’s formidable front line.

Bill Bret

Financial Planner

Having worked in Financial Services for several decades, Bill takes pride in establishing a rapport with clients, understanding their needs, and providing solutions in these areas. Bill enjoys sport and played rugby for over 20 years. Nowadays, he enjoys watching it on television and is especially passionate when either Munster or Ireland are playing.

Nick Adamthwaite

Financial Planner and Funding Advisor

Nick is an experienced Financial Planner and Funding Advisor based in London who advises individuals and business owners on matters relating to both personal and business finances. Nick joined Masterplan in 2022 and has been a vital part of launching the latest arm of the Masterplan group, Masterplan Lending Advisors. When not advising clients, you will be able to find Nick either socialising with friends, walking his dog, or failing that, alongside Joe in his Aston Villa-related suffering. 

Helen Sadler

Administrator

Helen joined Masterplan in January 2020 and has 12 years’ experience working in banking. Helen’s role involves providing administration support to the sales team, case managing within timescales and providing excellent customer service.  Helen has 2 children and enjoys spending time with friends.

 

Steph Ricketts

Client Relationship Manager

Steph joined Masterplan in April 2022 and has more than 10 years’ customer service experience. She has worked across a multitude of business sectors which include Marketing, Recruitment, and Finance. Steph is passionate about delivering an exceptional client experience and loves that within her role she gets to help and interact with people daily. In her spare time, Steph likes to travel to different countries, socialise with friends, and stay active.

Jason Dutton

Mortgage Advisor 

With over 24 years’ experience in financial services his role is to work closely with existing and new clients, in order to provide advice on commercial and residential borrowing. Jason is comfortable and experienced with clients and is very much the lay man when explaining products and services. Jason is an alumni of Bishop Vesey school, a keen golfer and former part-time footballer. In his spare time, he enjoys travelling to different cities with his wife.

Liz Garfitt

Mortgage Advisor

Liz’s 10 years’ previous experience in Estate Agency has stood her in good stead for her move to Mortgages & Protection in 2017. This experience allows her to get involved with estate agents and solicitors to help with all aspects of property purchase and remortgages. Liz enjoys meeting clients face to face where possible to allow her to build a relationship and trust with them but is also happy with telephone appointments if that suits the client better. When not working Liz spends time with her sons and enjoys walks with the dog and meeting friends.

Katie Jones

Administrator

Katie has worked in Financial Services for over 25 years and is dedicated to excellent customer service. She enjoys helping clients achieve completion of their financial objectives by liaising with the relevant Lenders and Providers in a friendly and professional manner. Problem solving is an integral part of her role.

Katie is married with two teenage children. Outside of work she enjoys walking in the great outdoors with her border collie Dexter, going to festivals and socialising with friends and family.

Libby Mills

Administrator

Libby joined Masterplan and started work in the financial services industry in 2021, she is currently working towards her Business Administration Level 3 Qualification. Her role is to support with general administrative duties, as well as liaising with Lenders and Solicitors in a friendly manner to ensure clients receive an excellent service. Outside of work, Libby enjoys socialising with friends and family.

ALfie Young

Administrator

Alfie joined Masterplan and started work in financial services industry in 2021, he is currently studying for his financial services qualifications which will help him progress further in his journey to become a successful advisor. His role is to supply technical support to ensure all day-to-day processes run smoothly. Outside of work, Alfie relishes the social aspect of life, whether that is meeting up with friends or seeing family.

Anne hopkins

Operations Manager and Chartered Financial Planner

Anne is a Chartered Financial Planner, she has worked in the financial services industry for over 30 years and in that time has gained the designation ‘Fellow of the Personal Finance Society’. She enjoys having conversations with individuals regarding their retirement plans / general life plans and how she can help to see those plans through to fruition.

Chloe Worrod

Independent Financial Advisor

Chloe is an Independent Financial Adviser with 16 years of experience in the industry. Chloe works with her clients on all areas of financial planning including pensions and retirement, investments, protection needs, and estate planning. Chloe has a keen interest in complex pensions, retirement planning, and inheritance tax planning and works with both individuals and businesses alike. Her aim is to make clients feel confident and informed about their finances and to build long-term, trusting relationships. In her spare time, Chloe enjoys spending time with her husband and daughter, socialising with friends, and keeping active at the gym.

Gary Evans

Independent Financial Advisor

Gary is an Independent Financial Adviser with over 15 years of experience in financial services. Specialising in Pensions, Investments, Mortgages and Protection for both individuals and businesses. Whether his clients are investing for growth, thinking about their retirement, setting up a new home, or protecting their family or business, he aims to simplify everything and guide them toward a brighter and more informed financial future.

Jayne Ison

Administrator

Jayne has over 21 years’ experience working in the industry which has included working for some of the largest financial services firms in the UK. During this time, she has been involved in areas of the business such as an Executive PA, HR & Recruitment, Sales Support, Health & Well-being team, and Charity Coordinator. She enjoys speaking with clients and handling general administration tasks such as post and scanning. In her spare time, she loves baking, visiting the National Trust with her husband, and spending time with her friends and cats.