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Wealth Transform Limited

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Wealth Transform Limited is a local company with a number of experienced Financial Advisers. As a Member of The Advice Partnership from Prudential, they have over 26 years of combined experienced in the financial services industry.

Wealth Transform Limited helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.

Quite simply, Wealth Transform Limited provides sound, personal and expert advice.

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

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”.

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.

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.

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Jerric Alcoran
Ricky Stephens
Ashley Taylor Dodd

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Wealth Transform Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.