01952 250024 admin@ciwealth.co.uk

Our People

Meet the team at Chartered Independent Wealth Management

Advisers

Gavin Roberts MBA FPFS
Chartered Financial Planner

VIEW PROFILE

David Hunt DipPFS Certs CII (MP&ER)
Independent Financial Adviser

VIEW PROFILE

Mark Boyce ACII FPFS
Chartered Financial Planner

VIEW PROFILE

David Gaweda DipPFS Certs CII (MP)
Independent Financial Adviser

VIEW PROFILE

Client Support Staff

Lynsey Woolridge
Office Manager

VIEW PROFILE

Kay Goodman
Client Support Administrator

VIEW PROFILE

Tonia Hulme
Client Support Administrator

VIEW PROFILE

Emma Gregory DipPFS, Certs CII (MP&ER)
Senior Technical Administrator

VIEW PROFILE

Joanne Hill DipPFS
Operations Manager

VIEW PROFILE

Jack Wakeman DipPFS CertPFS (DM)
Technical Administrator

VIEW PROFILE

Nana Wireko
Financial Services Apprentice

VIEW PROFILE

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

FIND OUT MORE

contact us

Chartered Independent Ltd, 6 Church Street, Wellington, Telford TF1 1DG
Tel: 01952 250024 | Email: admin@ciwealth.co.uk

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Chartered Independent Ltd is an Appointed Representative of Best Practise IFA Group. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. Chartered Independent Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 622580. Chartered Independent Limited can also be found at Companies house (https://find-and-update.company-information.service.gov.uk/company/08030712). The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk or you can contact the helpline on 0800 023 4 567.

Top