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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.

Maria Lawrence
Maria Lawrence

Omnium Wealth Management

Senior Operations Manager

Maria has over 30 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 ground-breaking client wealth management proposition.

In her role as Senior 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.
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.
Karen Cornwell
Karen Cornwell
Omnium Wealth Management

Senior Financial Planning 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

Senior Financial Planning 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.
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.
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.