Our People


Advisers


Gavin Roberts MBA FPFS

Gavin is a specialist in the pension and investment market. As well as holding a Masters in Business Administration, he is both a Fellow of the Personal Finance Society and a Chartered Financial Planner. These accolades are the highest awarded by the Chartered Insurance Institute and puts him in the top five per cent of all financial advisers in the United Kingdom.

Barrie Roberts DipPFS

Barrie has provided financial advice to clients for over 38 years, having experienced and advised clients through some of the largest changes in the world economy. Barrie is diploma qualified and has worked in the UK's largest financial organisations, bringing a depth of experience and knowledge that clients value.

Mark Boyce ACII FPFS

Chartered Financial Planner

Mark is an experienced Chartered Financial Planner with over 30 years experience in financial services and qualified to both Chartered and Fellowship status (the highest qualification awarded by the Chartered Insurance Institute). Skilled in Financial Planning, Retirement Planning, Investment Strategies and Estate Planning. Mark is a strong finance professional focusing on delivering good client outcomes.

Outside of work Mark is married to Debra and has two grown up children and has a keen interest in travelling with his latest adventure recently travelling around Peru.

Lucy Williams BA DipPFS

Independent Financial Adviser

Lucy is a qualified Independent Financial Adviser providing her clients with tailored advice in a broad range of areas including Pensions, Investments, Life Insurance and Estate Planning.

Her career in finance formed as natural progression having invested on a personal level since University. Lucy combines her personal experience with her knowledge of investments and financial planning to provide advice that will enable clients to achieve their financial goals.

Outside of work Lucy enjoys all sporting challenges including cycling, running and horse riding.

Customer Support Staff


Lynsey Woolridge

Service & Operations Manager

Working within financial services for over 17 years, Lynsey’s role is to manage the administration of the Telford office. Her responsibility is to ensure all client servicing is completed to the highest standards. Lynsey lives in Telford, has two children and is currently studying towards the Diploma in Regulated Financial Planning.

Kate Bench

Paraplanner / Technical Administrator

Kate brings a wealth of experience and is an expert in all aspects of pension, investment and life insurance. She holds financial services qualifications in her own right through the Chartered Insurance Institute and is studying towards the Diploma in Regulated Financial Planning. Kate previously joined Chartered Independent in 2014 and after a few years of living away, she has recently relocated back to Telford with her daughter.

Alex Green

Paraplanner / Technical Administrator

Alex graduated with a Business & Finance degree from Coventry University in 2012. He joined the Financial Services Industry in 2014 where he began taking industry qualifications through the Chartered Insurance Institute. He is progressing towards the Advanced Diploma in Financial Planning. As a Paraplanner, Alex specialises in Investment Analysis and Pensions. His other duties include research, producing reports and solving the needs of clients by formulating concise solutions. Alex is fanatical about music, collecting vinyl and going to live music. In his leisure time Alex enjoys restoring furniture and is an historical demonstrator.

Adam Phillips-Stokes

Financial Service & Operations Apprentice

Adam joined Chartered Independent in September 2017 under the Government Higher National Apprenticeship scheme after achieving excellent A-Level grades in Business Studies, Psychology, English and Geography. His career goal is to complete his Financial Services qualifications, working towards becoming an Independent Financial Adviser. In his spare time, Adam regularly attends the gym and enjoys playing and watching football.

Ian Smith

Client Service & Communication Manager

Ian joined Chartered Independent in March of 2019 and has worked in financial services for over 20 years. Ian is responsible for client communication and servicing and is studying towards the Diploma in Regulated Financial Planning. In his leisure time, Ian enjoys listening to music and collecting vinyl records.

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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.

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