03 Larkfield Wealth Partners Book
Index

04 · Staff

Four people, four named roles

Four people run Larkfield Wealth Partners, and the four records below read as a sequence rather than a row of equal cards: a principal adviser, a planning specialist and a client service lead, then a coordinator who closes the handoff. Each carries a drawn identity panel rather than a photograph.

The four staff records

  1. A drawn identity panel for the principal adviser: a stepped head-and-shoulders figure reserved in white against a field of horizontal rules, with a centred plumb line through the head, beside a ruled document and a mark of two paired plan pages. 01 ROLE 01 PRINCIPAL ADVISER 320 x 400

    01

    Eleanor Marsh

    Principal adviser

    Eleanor Marsh leads the financial planning reviews and retirement income plans, and signs off every written plan before it reaches a client. She sets the scope in writing before work starts, explains each assumption in plain language, and records what was decided and what was left for the client to consider.

    Best contact reasonContact this role when a plan already exists and a large decision, such as the timing of retirement, needs a second look.

    Financial planning reviewRetirement income plan
  2. A drawn identity panel for the planning specialist: the same stepped head-and-shoulders figure filled with an eight-unit horizontal hatch, one rule marked, beside a ruled document and a review calendar with a single date picked out. 02 ROLE 02 PLANNING SPECIALIST 320 x 400

    02

    Priya Raman

    Planning specialist

    Priya Raman builds the cash-flow models behind each plan, working through spending, savings rates and a range of market outcomes rather than a single forecast. She prepares the portfolio reviews and writes the second-opinion notes, setting out where an existing arrangement fits the client's stated goals and where it does not.

    Best contact reasonContact this role when the question is how an existing portfolio is built, what it costs to hold or how much risk it carries.

    Portfolio reviewSecond-opinion session
  3. A drawn identity panel for the client service lead: the same stepped head-and-shoulders figure resolved into sixteen-unit modules, three of them marked, beside a ruled document and a message block with a reply mark. 03 ROLE 03 CLIENT SERVICE LEAD 320 x 400

    03

    Daniel Okafor

    Client service lead

    Daniel Okafor reads every new enquiry first and decides which service it should actually be arranged as before any fee is quoted. He runs the quarterly meetings for clients in the ongoing planning relationship, answers questions about scope, and says plainly when the firm is not the right fit.

    Best contact reasonContact this role first when nothing has been agreed yet and the right service is still an open question.

    Ongoing planning relationshipFinancial planning review
  4. A drawn identity panel for the operations coordinator: the same stepped head-and-shoulders figure as a solid silhouette with the module grid knocked back out of it, beside a ruled document and a checked list. 04 ROLE 04 OPERATIONS COORDINATOR 320 x 400

    04

    Thomas Reyes

    Operations coordinator

    Thomas Reyes keeps the review cycle moving, tracking which statements have arrived, which are outstanding and which meeting comes next. He coordinates the estate and beneficiary work with each client's attorney, sends the reminders, and closes the record once a plan has been delivered and receipt confirmed.

    Best contact reasonContact this role when a meeting, a document request or a delivery date needs chasing on an existing plan.

    Estate and beneficiary coordinationOngoing planning relationship

05 · Contact

Name the adviser, or the question

The contact form takes a name in the message. Availability is confirmed separately, and the firm will say plainly if someone else is the better fit.

Book Send an enquiry

Or write to hello@larkfieldwealth.example and the firm replies Monday to Friday, 9:00 AM to 6:00 PM.

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