Tasha Mulford is a Wealth Manager at Frizzell Wealth Management, based in our Wallingford office. A former secondary school maths teacher, Tasha brings a unique educational perspective to financial planning. Her passion for education remains key to her work today, as she leads our Financial Education Programme, regularly visiting local schools and organisations in South Oxfordshire to instil good financial habits and literacy from an early age through to later life.

Tasha’s approach is defined by her ability to break down complex financial concepts into clear, manageable steps. She understands that financial planning can often feel overwhelming, and she prides herself on being an approachable, patient Partner to her clients. By combining her analytical background with a deeply empathetic nature, Tasha ensures that every client feels heard, educated, and secure in the strategy built for them.

Tasha works closely with individuals and families who often require a more specialised and sensitive approach to planning, with a particular focus on:

• SEND Families: Providing expert, compassionate guidance for families of children with Special Educational Needs and Disabilities. She helps navigate the complexities of long-term financial security, including the use of trusts and bespoke planning to ensure a stable future for loved ones.

• Financial Planning for Women: Empowering women to achieve financial independence and security through tailored strategies that account for unique career paths, longevity, and family considerations.

• Later-life Planning: Offering clear and supportive advice on the intricacies of later-life care, helping families protect their wealth while ensuring the highest quality of life and dignity for their relatives.

• Intergenerational Wealth Education: Working with the children and grandchildren of our clients to ensure the next generation is prepared to manage and preserve the family legacy.

Tasha was the winner of the 2025 Women in Investments “Rising Star” award, for her dedication to the local community and her commitment to making financial advice accessible.