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Our People

Meet the team at Chartered Independent Wealth Management

Advisers



Gavin Roberts MBA FPFS
Chartered Financial Planner

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Barrie Roberts DipPFS
Independent Financial Adviser

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Mark Boyce ACII FPFS
Chartered Financial Planner

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Lucy Williams BA DipPFS
Independent Financial Adviser

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Client Support Staff



Lynsey Woolridge
Office Manager

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Kate Bench DipPFS
Paraplanner & Technical Administrator

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Adam Phillips-Stokes
Paraplanner & Technical Administrator

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Kay Goodman
Client Support

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Insights into understanding your financial world

Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk

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