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Clarity. Security. Legacy.

"My vision was to create a family office approach for my own family and for our clients, to provide peace of mind in the knowledge that everything is being looked after by a trusted team. One that really does put our families interests first.”

STEPHEN MARSH, FOUNDER

Strategic Family Office was founded by Stephen Marsh, who for many years refined and developed the concept to address the complexities of his own financial situation, coordinating a team of experts - from bankers to lawyers, accountants and money managers - to look after all aspects of his family's affairs. Today, we have evolved and formalised this service, catering to the needs of materially successful business owners, individuals and their families.

Stephen Marsh

Stephen Marsh
Founder

Stephen is passionate about helping clients to create a better financial life. With a background in accountancy and over 30 years’ experience in financial services, he intimately understands the challenges faced by business owners.

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STEVEN HOTHAM

STEVEN HOTHAM CFP
FAMILY OFFICE DIRECTOR

Steven has been instrumental in helping us evolve our business to focus on delivering holistic financial life planning. A Chartered Financial Planner and Certified Financial Planner, he is one of the most highly qualified advisers in his profession.

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CLIFF JENKINS

CLIFF JENKINS
TECHNICAL SERVICES MANAGER

Cliff is our Technical Services Manager, responsible for client communications and paraplanning. He previously worked as a Financial Adviser and joined our team to change direction and work in a supporting role.

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DARREN BERRY

DARREN BERRY
FAMILY OFFICE DIRECTOR

Darren is a firm believer in promoting greater collaboration between financial planners, solicitors, accountants, and other professionals. Working together will lead to very positive client experiences and commercial benefits for those involved.

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GAIL LORENCE

GAIL LORENCE
FAMILY OFFICE MANAGER

Gail joined our team in 1998 and is responsible for the smooth and efficient running of our office. She draws on a wealth of experience, gained from working in banking and various other client service related roles in financial services.

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TINA SOMMER

TINA SOMMER
EXECUTIVE ASSISTANT

Tina is our Executive Assistant. She is incredibly well organised, efficient and a ‘jack of all trades’. Prior to joining us, Tina worked as a School Secretary and Personal Assistant to the Head Teacher and was also Clerk to the Governors in a Primary School.

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FELICTY LEWIS

FELICITY LEWIS
ADMINISTRATIVE ASSISTANT

Felicity is responsible for the day-to-day administration of client policies and plans. She is positive, patient and adaptable. Her previous experience as a negotiator at a finance solutions company makes her a great asset to our team.

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STEPHEN MARSH
FOUNDER

Stephen launched Strategic Family Office to deliver clarity, security and a sense of direction to successful clients and their families.

Strategic Family Office was created as a result of Stephen’s own need for a ‘Chief Financial Officer’ to co-ordinate the team of experts looking after all aspects of his financial affairs, personally and for the business.

The firm is committed to delivering a world class service, strategically partnering with other trusted professionals who focus on sourcing the very best solutions to meet client’s needs.

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STEVEN HOTHAM CFP
FAMILY OFFICE DIRECTOR

Steven passionately believes clients should live their life by their own design; helping them to identify and then realise their goals.

Clients appreciate Steve’s open, honest and proactive approach. He starts by helping them to consider their ‘why?’ and then visualise what is possible. Working in partnership, he creates a plan to support them in managing their wealth.

When Steve is away from the office, he enjoys spending time with his family, travelling, cooking (and eating!). He also enjoys rugby, reading and playing guitar.

VouchedFor rating and reviews for Steven Hotham, IFA SEVENOAKS

CLIFF JENKINS
TECHNICAL SERVICES MANAGER

Our Technical Services Manager, Cliff looks after communications and all of the technical paraplanning we require for our client reports.

His role as a Financial Adviser prior to joining us ensures he understands the intricate needs of our clients. This, coupled with his strong technical knowledge, problem solving skills and attention to detail, make him highly effective.

We asked Cliff to name the historical figure he most admires. He cited Winston Churchill, for his achievements and defiant nature.

DARREN BERRY
BUSINESS DEVELOPMENT DIRECTOR

Our Business Development Director, Darren is responsible for establishing and maintaining our strategic alliances with other professional firms. This ensures clients have access to the most appropriate services and solutions to meet their individual needs.

Darren has held various roles within the financial services industry and is a Chartered Financial Planner, and holds the STEP Diploma in Trusts and Estates (England & Wales).

Outside of work Darren enjoys spending time with his family. He also has a keen interest in most sports, but apart from the occasional social round of golf, most are enjoyed from the touchline, the stands or the armchair!

TINA SOMMER
EXECUTIVE ASSISTANT

Tina is the office Executive Assistant. She provides help behind the scenes to support the Directors and ensures the team stay organised.

Tina’s biggest strengths are her attention to detail, organisational skills and her ability to communicate with people at all levels. She joined the practice because she felt she could add to the dynamic of the team.

At the weekend you are most likely to find Tina relaxing with her family and friends. If she won £10 million tomorrow, she would design her very own ‘Grand Designs’ home.

GAIL LORENCE
FAMILY OFFICE MANAGER

Gail is our Office Manager, responsible for managing the day-to-day running of our office. She is instrumental in ensuring processes are adhered to and we maintain efficiency.

We refer to Gail as the glue that holds our office together. She draws on her experience in banking and other financial services roles, to keep the business moving forward.

Her attention to detail, logical approach and determination is reflected in a very successful career in dressage with her three horses competing at the National level.

FELICITY LEWIS
ADMINISTRATIVE ASSISTANT

Felicity is a key member of our Client Service team, responsible for all aspects of the day-to-day administration we undertake on behalf of our clients.

As a client of Strategic Family Office you will have phone or written contact with Felicity, as she works behind the scenes to ensure you have a seamless experience.

When asked what superpower she would most like to have she replied "Teleportation as it would be lovely to be able to 'pop' over to see my friend in Australia for the weekend."