Our Team
Our Team
When you work with us, we become part of your team.
Building a relationship based on trust goes hand-in-hand with our ethos
and is an important part of our unique style of wealth management.
We take the time to get to know you, professionally and personally, and as a result count the majority of our clients as our friends.
Ajay K Mahan
Founder & CEO
As a dedicated wealth manager with over 20 years of experience, Ajay believes in offering innovative ideas beyond traditional wealth management practices. Ajay specialises in both regulated and unregulated work, allowing him to provide a hugely diverse range of services.
At the heart of his practice is a unique 360° approach and his Intelligent 90-Day Roadmap, developed off the back of 2 decades of experience.
Ajay is married to Kam; they have 3 children and a beautiful dog Leo.
He loves football, skiing, scuba diving, jet skiing and creating as many special memories with his family and friends as possible.
Gail Cooke
Executive Assistant
Gail has worked for Ajay since Feb 2014 as his Executive Assistant. Gail has a level of involvement within all of the companies and loves that no 1 day is ever the same.
Gail is married with 4 children and 2 mad boxer dogs. She loves spending her free time with family and friends, walking over Cannock Chase, holidaying in the sun and has a strong belief in living life to the full!
Michelle Whitmarsh
Client Relations Manager
Michelle joined 2017 as a financial services administrator, and then progressed to be Client Relations Manager developing and maintaining good relationships with existing clients and assisting Ajay with bringing new clients on board. Michelle also enjoys working with Ajay on property matters and upcoming opportunities and projects.
Michelle is married, has 2 grown up daughters, a beautiful granddaughter and 2 dogs one being a very large rescue greyhound! When she is not working, she enjoys making amazing cakes and biscuits (and so do the office!). She also loves yoga, holidaying abroad and socialising with friends and family.
Lee Perry
Paraplanner
Lee joined the team in 2018 with a wealth of financial services experience, spanning over 30 years in various roles. During these years he has homed his skills to deliver excellent customer results, focusing on their individual needs.
Lee is married with a teenage daughter, and he loves to spend time with family and friends, particularly enjoying travel, skiing and watching the mighty Villa.
Katherine Foster
Administrator
Kate has worked for Ajay as a part-time administrator since originally joining as a temp in 2017 and has been a support to all areas of the business during this time.
When not at work Kate spends most of her time looking after her 2 children but also enjoys dancing, swimming, baking, and sewing when there’s time.
Isabelle Crookes
Junior Financial Controller
Isabelle has been part of the team since 2021 and is now leading the finance team as our Junior financial controller alongside Nga. Isabelle has thoroughly enjoyed being part of a fast paced and ever-evolving work environment while continuing her AAT Studies.
Isabelle lives in Birmingham and enjoys socialising, cooking and travelling in her spare time.
Nga Tran
Finance Team
Nga joined the Finance Team in March 2022 and worked in Accounts/Finance for the last 8 years. Working with the company has allowed her to apply her management accounting experience to reach the company’s overall vision and goals.
Karamdeep Singh Rai
Trainee Advisor / Paraplanner
Karamdeep joined the team in January 2025 as a Trainee Advisor/ Paraplanner. He collaborates closely with the entire team and is aiming to become a lead regulated Wealth Manager. Being family-oriented, outside of work he loves creating lasting memories with those he cares about.
Lisa Jones
Project Administrator
Lisa joined in March 2025 as a project administrator, supporting the team and clients in delivering development projects. With extensive experience in construction and architecture, she brings valuable knowledge to every project.
Married with three children, Lisa enjoys family time, theatre, visiting historic sites, art exhibitions, and watching French films with her husband.
Nina Senghera
Financial Services Administrator
Nina joined the firm in September 2025 as a Financial Services Administrator, dedicated to supporting our advisory and paraplanning functions. She brings 15 years of finance experience from the FMCG sector. Having recently completed her Level 4 DipFA qualification, Nina is keen to apply her technical knowledge to financial planning. Outside of work, she enjoys cooking, interior design, outdoor pursuits and exploring new destinations with her family.
