All
About
Ludice
Working For You
Ludice Wealth Management is dedicated to providing the most suitable financial advice and outcomes for all our clients. Whilst we are a new company, we are a dedicated team of independent financial advisers who have extensive experience and knowledge from across the industry.
We offer a wealth of financial advice to our clients across the UK with a range of services from full financial reviews to investment, retirement, tax and estate planning.
Whatever your financial aspirations, our highly qualified advisers utilise their specialist technical knowledge and expertise to provide personalised solutions for you.
Our aim is to build long term relationships with our clients built on mutual respect and trust and as testament to this, we find we obtain most of our business from existing clients and recommendations.
Charlotte Tupper
DipPFS MMus
Managing Director and Financial Adviser
Charlotte is Managing Director of Ludice Wealth Management. She strongly believes that the company should have a personal and client-centric approach to finding the most suitable solutions and that these are explained clearly and concisely to every client.
Having worked within the financial services sector for 16 years, she started her career as a Business Development Manager for Zurich Financial Services and has been a qualified financial adviser for the last 10 years.
Whilst ensuring that she is up-to-date with industry, knowledge, products and practices, in her spare time Charlotte can be found playing her Ludice violin alongside the Bristol Classical Players.
Tel: 01242 503500
Garry Jordan
DipPFS
Financial Adviser
A qualified financial adviser with over 20 years experience in the financial services sector, Garry is passionate about helping clients implement and execute their financial goals and plans. Specialising in tax efficient investments and retirement planning with a particular focus on helping clients with retirement solutions.
Garry also has extensive knowledge of corporate pensions and employee benefits solutions, helping companies implement products to benefit both the employer and employees.
Tel: 01242 503500
Kevin Jakeman
CeMAP DipFA MLIBF
Financial Adviser
Kevin has been involved in Financial Services since leaving school in 1988. He started with TSB Bank and has also worked for Allied Dunbar, Zurich and Openwork. Kevin has been a self-employed IFA since 2009 and prides himself in developing long term client relationships. He is passionate about making a difference to people’s lives.
When not working, Kevin is kept busy with his home life; his wife Rachel is a GP and Menopause Coach and together they have 4 wonderful children. When not ferrying them here there and everywhere he enjoys keeping fit, playing golf, watching proper football (Oxford United!), cricket and walking his Field Spaniel and Miniature Dachshund, normally via the local pub!
Tel: 01242 503500
BILL STRETTON
DipFA CeMAP
Financial Adviser
A family man, Bill served 13 years in the Royal Navy before commencing a career in Financial Services. A keen sportsman and golfer, Bill enjoys the relationship building elements of his role and aims to provide a friendly, comprehensive financial advisory service. A fully qualified Independent Financial Adviser for the last 12 years, Bill started out as a mortgage adviser. Since then the addition a Diploma in Financial Services and estate planning forms the basis of Bill’s provisions of service. From objectives to discussing options on how to achieve potential outcomes, Bill enjoys his work and looks forward to helping you.
Tel: 01242 503500
Bill crowley
DipPFS
Financial Adviser
Tel: 01242 503500
Sara starczewski
Adviser Support
Sara has worked in the industry for the last 23 years, working for Castlegate Investments for 22 of those and joined Ludice when Castlegate closed. She supports advisers with preparation for their client meetings and liaises with clients themselves. Sara values loyalty and integrity, enjoys collaborating and working with other advisers, while is excellent at time management and meeting deadlines. Sara is married with two adult children. She enjoys spending time with family and friends, walking, the countryside and traveling.
Email: sara@ludice.co.uk
Tel: 01242 503 500
Tracy dawson
adviser support
Tracy has worked in a supporting role in financial services for the last 17 years.
Prior to this, she worked for a local authority youth service providing support for the Duke of Edinburgh’s Award and youth workers.
In her spare time Tracy enjoys walking (chasing) her dog, Stewie, on expeditions to find good baristas with large selections of cake!
Tel: 01242 503 500
Lisa armstrong
DipPFS
office manager
Lisa has worked within the financial services industry for 30 years with long service awards at both Eagle Star & Zurich. Having worked alongside our managing director Charlotte at both firms after a short break from the industry to have a child she was persuaded to return to work alongside Charlotte with her vision of setting up her own new dynamic wealth management firm. Lisa has been with Ludice since its inception being instrumental in the set up and management of the back office.
Alongside her many years’ experience she holds a full Chartered Insurance Industry Level 4 Diploma as well as the Certificate in Life and Pensions and a Level 3 Certificate in Financial Planning.
Lisa’s role within Ludice is now as Office Manager and involves collating and recording all required FCA returns as well as coordinating our compliance and consumer duty legal requirements.
Her personal values are based around integrity, honesty and family centric views and for her sits alongside our vision for the company.
When not in the office she can be found away with her family in her beloved VW campervan!
Tel: 01242 503 500
Emma Elliott
personal exectuive
Emma’s first full time job was in the Pensions Department at Eagle Star/Zurich Financial Services in Cheltenham where she worked for a number of years. Emma left to join Gloucestershire Constabulary, where she worked for over 16 years, mainly in the Control Room before going on to be a trainer within the NHS. She joined Ludice in January 2023 in a new role supporting the MD, Charlotte. Emma is looking to complete some Financial Qualifications to further her career and support to the company.
In her spare time Emma is an outdoor person who enjoys paddleboarding, socialising and camping trips with her husband and 2 children.
Tel: 01242 503 500