Our Team

Our advisers hold exemplary qualifications, offering an unparalleled level of financial expertise. We encourage free-thinking and embrace individuality. They offer straight-talking, honest, impartial advice, delivering strategic recommendations based on informed insights and providing solutions to complex challenges.

Tony Clements is Managing Director of Lothbury Wealth Management. As well as being a Certified Financial Planner, Tony is a Fellow of the Personal Finance Society (FPFS), an associate member of the Society of Trust and Estate Practitioners, and an accredited later life and retirement adviser with Society of Later Life Advisers.

Rebecca Shasha read Mechanical Engineering at Bristol University but like many engineers turned to finance as a profession. After working developing and designing structured products, Rebecca joined Lothbury Wealth Management in 2015 as an administrator. A lot of hard work and exams followed and Rebecca qualified as an adviser in 2018. Rebecca loves a spreadsheet and enjoys educating others about finances.

Roz Collom joined Lothbury Wealth Management in 2023 with 29 years experience behind her. As a Chartered Financial and Estate Planning Adviser her expertise gives her the ability to advise her clients’ on their broad financial planning needs. Having worked at a variety of businesses, including a major high street bank, a “top four” accountancy practice, a leading law firm, two discretionary fund managers, as well as a large UK advisory firm, Roz brings a breadth of experience to her advice.