Prism Wealth Management are a team of advisers and support staff that are here to help you to define and achieve your financial objectives, helping to providing you with financial clarity both now and in the future.
We achieve this using simple terminology, doing what we say we are going to do and reviewing the situation on a regular basis.
The team work together to provide you with dedicated support and each has their role to play. For example, your adviser will be your first point of contact, your paraplanner will complete any financial reports that are needed and your administrator will collate information and chase any action required for you. As such, each team member specialises in their own area.
Trevor Doe
Director & Independent Financial Adviser
With over 40 years of experience in the financial services industry, Trevor brings unparalleled expertise and a genuine passion for helping clients achieve their financial objectives. Known for his creative approach to numbers and practical mindset, Trevor believes that good advice can be life-changing. His loyal client following is a testament to the trust he has built over decades, developing relationships so strong that many clients are now regarded as friends.
Trevor is deeply committed to creating a positive and supportive working environment. He believes that a happy, motivated team provides the highest standard of service, and he actively promotes collaboration, professional growth, and well-being within the workplace.
Away from the office, Trevor is a devoted family man who values spending time with his children and grandchildren. His integrity, care, and commitment to both his clients and his team underpin everything he does at Prism Wealth.
Sarah Doe
Sarah is Executive Assistant to Trevor Doe and Office Manager at Prism Wealth (Hertford) Ltd. With a proven background in business management and team coordination, she plays a central role in ensuring the smooth running of the firm’s operations.
As Trevor’s EA, Sarah provides high-level organisational and administrative support, managing his diary, correspondence, and client liaison with professionalism and discretion. In her role as Office Manager, she oversees staff support, HR processes, payroll, IT systems, and supplier management, making sure that the Hertford office operates efficiently and to the highest standards.
Sarah is highly detail-oriented and thrives on creating structure, streamlining processes, and ensuring that both clients and colleagues experience a seamless and professional service. Known for her approachable nature and hands-on leadership style, she is committed to maintaining a supportive workplace culture while keeping business objectives firmly on track.
Marie Lawrence
Senior Administrator
Since leaving school at 18, I have constantly had a career within the financial industry, starting with a large financial institution. Over the years, I have developed knowledge across a range of financial products, including pensions, life insurance, and investment bonds, processing new business through to claims.
Joining Prism Wealth has further broadened my understanding of the financial sector, giving me valuable insight into the role of a financial adviser. Working in a more client-focused environment has enabled me to provide a more personal and tailored service—something that was often challenging within a larger organisation.
Outside of work, I enjoy spending time with friends and family. I enjoy attending music concerts and theatre and I love holidaying in Cornwall and Devon—especially since welcoming my adorable red fox Labrador, Barney, who makes those trips even more special.
James Healey
Independent Financial Adviser
I have worked in financial services since the age of 18, building my career through roles in investment operations, administration, paraplanning, and now as an Independent Financial Adviser. I chose this profession because of my genuine interest in economics and personal finance, combined with my enjoyment of working closely with people from all walks of life to help them achieve their financial goals.
I hold the Level 4 Diploma in Regulated Financial Advice, as well as additional qualifications in Discretionary Investment Management, Long-Term Care Insurance, Equity Release, and Mortgage Advice. I am currently working towards Chartered Financial Planner status with the Chartered Insurance Institute and recently passed the Level 6 Personal Taxation and Trusts exam.
Outside of work, I enjoy keeping fit, playing football and golf, and spending time with family and friends.
Jack Gardiner
Client Services Administrator
Jack joined the team in 2026, having completed his A-levels in Business, Media and Geography earlier that year.
With a keen interest in financial services, Jack is at the beginning of his career and is looking forward to developing his knowledge and experience within the industry, with the long-term goal of becoming a qualified Independent Financial Adviser.
Jack enjoys helping and supporting people and is particularly interested in building the skills and knowledge that will enable him to make a positive difference to clients as his career develops.
Outside of work, Jack enjoys keeping fit and spending time with his family and friends.
Sasha Swindale
Client Services Administrator
Sasha joined the team in 2026, having completed her A-levels in Business and Economics earlier that year.
With a keen interest in the wealth management sector, Sasha is excited to begin her career and gain experience across different areas of the industry. She is looking forward to developing her knowledge, discovering where her strengths lie and exploring the different career paths available to her as she progresses.
Alongside her role at Prism Wealth, Sasha also works at a local village shop at weekends, where she enjoys being part of the local community and meeting a variety of people.
Outside of work, Sasha enjoys spending time with her family and friends and loves going on holiday and exploring new places.
Mitchell Holmes
Paraplanner
Mitchell joined the team in 2026, bringing with him a wealth of experience from a long-standing career in accounts.
Having developed a strong interest in financial planning and wealth management, Mitchell is now working towards becoming a qualified Independent Financial Adviser. He is enjoying building on his existing financial knowledge while developing the skills and experience needed to support clients with their financial goals.
A family man with two children, Mitchell enjoys spending his time outside of work with his family. He is also a keen skier and enjoys going to watch football whenever he gets the chance.