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

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Mark Boyce ACII FPFS
Chartered Financial Planner

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David Gaweda DipPFS Certs CII (MP)
Independent Financial Adviser

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Client Support Staff



Lynsey Woolridge
Office Manager

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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, Certs CII (MP&ER)
Senior Technical Administrator

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Joanne Hill DipPFS
Operations Manager

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Jack Wakeman DipPFS CertPFS (DM)
Technical Administrator

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Nana Wireko
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

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