The Nightingales Wealth Management Team

Meet our expert team.

Sam Farmer

Sam set up White Oak in 2006 having worked in the City of London for various banks and financial institutions.

– The main motivation behind setting up the company was to counteract the general trend in the industry at the time – offering products and services on a one-off transactional basis only, often favouring the lenders. Sam wanted to focus instead on the client and their long and short-term goals. The ideas that Sam had in these early days have remained the focus for the business, becoming the core foundation and ethos of Nightingales Wealth Management.

  sam@nightingaleswm.co.uk

 

 

Amit Mehta Chartered Financial Planner

Amit began working for Nightingales in 2015 and has been in the financial services for the last 12 years.

– He went to work for a larger wealth management firm in the city for a few years to gain valuable experience and returned to Nightingales in 2023 as a director. Amit is the Head of Wealth Management and is passionate about financial planning. In 2021, Amit achieved Chartered Financial Planner status – widely accepted as the ‘gold standard’ qualification for professional financial planners in the UK.

In his spare time, he spends time with his family and enjoys travelling. Amit stays active by regularly visiting the gym, playing football and has recently found a passion for playing golf.

  amit@nightingaleswm.co.uk

 

 

David Haynes  DipPFS & Cert CII (MP &ER)

David is a member of the Chartered Insurance Institute and is a senior Independent Financial Adviser at Nightingales Wealth Management Ltd.

– David has been an Independent Financial Adviser since 2004, advising on portfolios and wealth management for clients. His previous experience includes working for Standard Life and James Hay Pension Trustees as a broker and sales consultant for more than 20 years. David specialises in pensions, investments and tax planning including inheritance tax mitigation. He is also our designated adviser for long-term care advice to families. David’s hobbies include countryside walks, entertaining / home cooking, and European city breaks.

  david@nightingaleswm.co.uk

 

Rob Abbot

Rob runs his own very successful business, Secure Compliance Limited and Nightingales Wealth Management are delighted to have secured his services as our Regulatory Compliance Manager.

– Rob has a wide range of experience within the financial services sector having been successful in a variety of roles over almost 30 years. Rob is qualified to diploma level with the Chartered Insurance Institute and has a number of customer focused qualifications via The London Institute of Banking & Finance. He brings a wealth of knowledge and experience to our business. Rob’s key areas of work to date include Financial Conduct Authority relationship management and development of internal compliance strategy, policies and processes.

  robert@nightingaleswm.co.uk

 

Tammy Maree

Tammy emigrated to the UK from Durban, South Africa, in 2001 where she worked in Insurance and Office Management.

– She began her career in financial services in the UK in 2014 and began working for Nightingales Wealth Management in 2022. Tammy qualified through the Chartered Insurance Institute in Financial Protection and Mortgage Advice.

She joined the team with a demonstrated history of working in financial services and brought her extensive knowledge to Nightingales. She liaises with our clients in supporting them through their mortgage journey and educating them about the importance of having protection in place.

In her spare time, Tammy is a dedicated mother to two boys and a pug called Mylo who takes her on regular walks in the countryside.

  tammy@nightingaleswm.co.uk

 

NIGHTINGALES

Nightingales Wealth Management Ltd puts you and your financial future at the heart of everything we do. As financial advisers for London and the Thames Valley area, we take the time to understand your specific requirements, guiding you through the important milestones in your life.

OUR DETAILS

   6 Burkes Parade, Beaconsfield, Bucks, HP9 1NN

   hello@nightingaleswm.co.uk

   0345 222 1177