Our People
Our dedicated team of highly skilled, financial service experts, deeply rooted by our core values, is passionate about understanding your challenges and aligning your financial goals with life's milestones, ensuring you a prosperous journey ahead.
Karl Osmond
Managing Director - Specialist in Wealth Management and Investment Strategy.
Karl brings over 20 years of experience as a fully qualified independent financial adviser. With a background in genetics and forensic science, his analytical mindset shapes his work in investment and pension portfolio management. Known for his pragmatic and insightful approach, Karl delivers clear, practical advice to help clients build long-term financial security.
Karl Osmond
Managing Director - Specialist in Wealth Management and Investment Strategy
Christine O'Mahony
Managing Director - Financial Coach and Lifestyle Financial Planner
With over 25 years in the financial sector, Christine is a trusted lifestyle planner known for her focus on client wellbeing. She combines technical expertise with behavioural insight to deliver personalised cashflow planning and financial coaching. Passionate about helping clients gain clarity, confidence, and control, Christine provides compassionate, tailored guidance that supports long-term financial wellbeing and purposeful decision-making.
Christine O'Mahony
Managing Director - Financial Coach and Lifestyle Financial Planner
Emma Smith
Practice Manager
As Practice Manager at Elite Private Wealth Management, Emma brings over 18 years of experience in administration, account management, and client service. Her deep industry knowledge and operational expertise ensure a seamless, responsive client experience. Leading the firm’s day-to-day operations, Emma streamlines systems and processes to maintain the highest service standards. Supported by a skilled client support team, she is passionate about delivering a welcoming, client-focused environment through operational excellence.
Emma Smith
Practice Manager - Head of Advisory Operations
Shaunagh Wilson
Operations Support
Shaunagh has 12 years of experience in financial services, progressing from administration to paraplanning and now operations. Her broad background gives her strong insight into both client needs and business strategy. She’s passionate about improving the client experience through better processes, technology, and strategic thinking. Outside work, Shaunagh enjoys family adventures with her partner, son Freddie, and their dog, and loves books, coffee dates, and the occasional tidy-up spree.
Shaunagh Wilson
Operations Support
Alfie Kawinlowski
Paraplanner
Alfie brings determination and creativity to her role as Paraplanner. A UK martial arts competitor and multiple medal winner, including gold, she understands the value of commitment and perseverance. Starting her career in administration and customer service, Alfie moved into financial services through mortgages before transitioning to wealth management in 2020.
Alfie Kawinlowski
Paraplanner
Jade Buckley
Client Servicing Administrator
With 12 years of experience in financial services, Jade began her career in mortgages before moving into an IFA practice nine years ago. She has built her career on a commitment to assisting clients and delivering excellent customer service, while also balancing her professional ambitions with quality time for her family. Outside of work, Jade loves adventuring outdoors, often along the South West Coast Path, spending time with her family, reading, and tackling DIY projects.
Jade Buckley
Client Servicing Administrator
Alex Burrows
Paraplanner
At 44, Alex brings nearly 25 years of experience in financial services. His career began in banking, where he advanced from cashier to Bank Manager, taking on roles as branch, business, and private client manager. After 17 years, he transitioned into Financial Advice, progressing from administrator to Paraplanning, a path that reflects his dedication and deep industry expertise.
Alex Burrows
Paraplanner
Kellie Ellis
Client Servicing Manager
Kellie is our Client Services Manager, having built her career through hard work and dedication. Coming from an apprenticeship, she has progressed through multiple roles to become a key leader within the business. With extensive customer service experience, Kellie combines expertise and passion to ensure both clients and the team are fully supported. Outside work, she’s a busy mum to a daughter and two stepdaughters, with two energetic cocker spaniels who keep her on her toes.