01952 250024 admin@ciwealth.co.uk

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 Ede BA APFS
Chartered Financial Planner

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Client Support Staff

Lynsey Woolridge
Office Manager

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Adam Phillips-Stokes DipPFS
Technical Administrator

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Kay Goodman
Client Support Administrator

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Tonia Hulme
Client Support Administrator

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Emma Gregory DipPFS
Technical Administrator

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Joanne Hill DipPFS
Operations Manager

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Jack Wakeman
Financial Services Apprentice

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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

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 a member of Best Practice IFA Group Limited. 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.

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