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
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
I have been working in financial services since the age of 18, progressing from roles in investment operations and administration into paraplanning. I am now working towards becoming signed off as a fully qualified financial adviser in the coming months. I chose to pursue a career in financial services due to my natural curiosity around economics, personal finance and my enjoyment of working closely with people from all walks of life.
I hold the Level 4 Diploma in Regulated Financial Advice, along with additional qualifications in Discretionary Investment Management, Long-Term Care Insurance, Equity Release, and Mortgage Advice. I am currently working towards achieving Chartered status with the Chartered Insurance Institute.
Outside of work, I enjoy keeping fit, playing football or golf, and spending time with family & friends.