Family Wealth Preservation (Sevenoaks) Ltd was formed in 2006 by Mike Metcalf, and he remains an Adviser and Director today. He has worked within the Financial Services profession since 1966.  He is a Chartered Financial Planner and Certified Financial Planner and he has many years of experience in Financial Planning. He also holds qualifications with the Institute of Professional Will Writers and the Society of Trust and Estate Practitioners.

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Louisa Larsen advises on Wills and LPAs for the company and is also a Financial Planner. She holds high level qualifications with the Society of Trust and Estate Practitioners. Her career in Financial Services started in 1992.

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Alexandra Metcalf re-joined our company in 2018 after a brief period working in education. Alexandra’s role focuses on Client Relationships and she ensures your experience with us is smooth and positive.

 

Scott Metcalf has a background as a Customer Experience Manager in the Insurance sector and has re-joined us after qualifying as a Will Writer some years ago. Scott is responsible for our digital content and ensuring systems are modern whilst always trying to build on our customer journey.

 

Sally Metcalf has been with us for many years and looks after our Accounting and other Customer Service functions. We have not allowed her to retire, because we need her too much!

 

We are a family and we understand the importance of that bond.

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