Wealth Transform Limited

Jerric has worked in financial services for over 10 years and is a chartered financial planner.

Before establishing Wealth Transform Limited with Ricky in 2021, he worked in wealth management for various firms in the City before moving back to Kent.⠀

Outside of work, Jerric likes to keep active! He plays basketball for a local club in Sevenoaks and is an avid gym goer.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Ricky Stephens has been a financial adviser for 16 years and holds a Diploma in Financial planning. ⠀

After very successful years as an employed financial adviser with Prudential, in 2021 Ricky was delighted to establish Wealth Transform Limited, as part of the Advice partnership from M&G Wealth. In his spare time, Ricky is a family man and he loves spending time with his wife and his 2 sons, Zachary and Thomas.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Jonny brings a diverse background and a passion for helping others, to the world of financial planning. With eight years of secondary-teaching experience and six years running a successful online tutoring business, he has honed a skillset that enables the people-centred approach he takes to financial advice.

His Diploma in Financial Planning provides him a strong foundation within financial services, and the expertise to help his clients attain their financial ambitions with clarity and peace-of-mind.

Outside of work, Jonny is a keen sportsman and particularly enjoys the camaraderie and challenge hockey provides him. He shares his life with his wife and their golden retriever and loves spending time on long, muddy walks!

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Ashley joined wealth transform in June 2022. Previously Ashley spent 14 years in retail banking doing various customer service and management roles. Ashley is renowned for her customer service and has won many service awards during her career. ⠀

Outside of work Ashley is mum to Lilly who is 3. She loves to spend time with her and her family. ⠀

Ashley enjoys going to Music Concerts and once bedtime is done of an evening, loves getting stuck into a box set.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Our new Personal Assistant. She was a legal assistant for UK Power Network for over 10 years. When she’s not busy with her job, you can catch her enjoying her two favourite hobbies- boating and swimming. She loves the feeling of freedom out on the water, soaking up the sun, and taking in the beauty of nature around her. Swimming also helps her to keep fit and healthy while offering an escape from the stresses of the day.

However, her true joy comes from being a mum to her two young children. Watching them grow, learn, and explore the world fills her heart with warmth, making all her hard work and effort worthwhile. In her free time, you can find Nicola spending quality time with her family, taking them on exciting adventures, and building memories that will last a lifetime.

She’s a hardworking and dedicated employee who always goes above and beyond to ensure the success of her team. Her love for life and appreciation for the little things in life have made her a valuable asset to Wealth Transform Limited.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Nicola joins Wealth Transform Limited as an Administrator. She has vast experience working within Financial Services and the Hospitality Industry. Her previous role saw her work as an Executive Assistant for one of UK’s leading general insurance intermediary organisation.

Nicola understands the importance of providing a reliable client experience and prides herself on being able to assist others.

In her spare time, Nicola loves spending time with her family including her two young daughters who enjoy going on country walks together and days out. Nicola is an avid Liverpool football fan and follows the Premier League very closely throughout the season.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Richard is a dedicated Financial Adviser and has worked in financial services for over 20 years. He began his journey in financial planning through the M&G Wealth Academy and has now transitioned into an advisory role working to help clients achieve their life goals.

Richard believes that great financial planning is built around creating a comfortable, enjoyable client experience and to ultimately form a strong ongoing mutual relationship. Richard puts his clients at the heart of everything that he does to ensure that the client’s needs and objectives are met with a strong financial plan.

Richard lives in Kent, where outside of work, he enjoys spending time playing various sports and socialising with friends and family.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.