Family Wealth Preservation (Sevenoaks) Ltd was formed in 2006 by Mike Metcalf. Mike brought exceptional qualifications and a deep commitment to client care throughout his career, always placing great value on listening to clients and tailoring solutions to their unique goals and circumstances.

 

In late 2023, Mike passed the leadership of the business to his daughter, Louisa Metcalf, a qualified financial adviser who had worked closely alongside him since 1992.​ Louisa advises on Wills and LPAs for the company and is also a Financial Planner. She holds high level qualifications and is an Affiliate of the Society of Trust and Estate Practitioners (STEP). 

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Alexandra Metcalf re-joined our company in 2018 after a brief period working in education. Alexandra’s role focuses on Client Relationships and she ensures your experience with us is smooth and positive.

 

Sally Metcalf has been with us for many years and looks after our Accounting and other Customer Service functions. We have not allowed her to retire, because we need her too much!
 

We are a family and we understand the importance of that bond.

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We are deeply saddened to share the news that our beloved father, Michael Metcalf, fell asleep peacefully on Sunday 14th September 2025.

Many of you knew Dad not only as your financial adviser but also as a trusted friend over the years. His kindness, wisdom and dedication touched the lives of so many, both personally and professionally.

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