Our Team
Our team is a tight unit. Full of experts, full of energy, full of belief, full of can do and full of passion. We deliver a service that is second to none. You will get to know our team really well during your journey with us.
Bhavika is an economics graduate and holds both the Chartered and Certified Financial Planner designations. Working in Financial planning for over 15 years Bhavika has a true passion for helping clients, understand their relationship with money and opening up a world of possibilities for their future and helping them live their best life.
Sarah is known for her strategic thinking, optimism, and commitment to helping people simplify their financial lives. Sarah brings over 20 years of experience in Financial Services and is recognised for delivering exceptional client care, communicating with clarity, and turning complex decisions into confident, meaningful action. Sarah is passionate about getting things done, doing things right and making things simple.
HEAD OF OPERATIONS
Kelly Green
With over 20 years of experience in financial services, Kelly Green has established a reputation for excellence. As the Head of Operations at Totality Wealth, Kelly is dedicated to optimising operational efficiency and driving strategic growth. Kelly’s extensive background and commitment to innovation have been instrumental in shaping the company’s success.
TECHNICAL DIRECTOR
Daniel Perkin
A key member of the planning team, supporting the advisers and clients with financial planning, cashflow modelling, investment strategy and estate and retirement planning. Daniel has a particular strength in bringing clarity to complex financial situations, helping clients understand their options and make confident decisions. Daniel’s calm, detail‐focused approach supports robust, well‐structured advice aligned to long‐term goals.
HEAD OF CLIENT ADMINISTRATION
Rachel Cooper
Rachel brings over 30 years of experience in financial services to her role as Head of Client Administration. Her deep expertise, unwavering dedication and
alignment with our core values make her the perfect fit to help us continue delivering exceptional service. Rachel’s commitment to excellence and her strategic vision have been pivotal in enhancing our client administration processes.
alignment with our core values make her the perfect fit to help us continue delivering exceptional service. Rachel’s commitment to excellence and her strategic vision have been pivotal in enhancing our client administration processes.
SENIOR PARAPLANNER
Ruth Baker
With over 25 years’ in financial services, Ruth is dedicated to supporting us in delivering clear, thoughtful and well-researched financial planning. She takes pride in combining strong technical expertise with excellent communication skills, ensuring complex financial matters are explained in a straightforward way. Ruth’s approach is thorough and proactive, helping to shape and support your individual goals and long-term plans.
