Our Team

Management Team

Angela James

Associate Director

Angela is passionate about providing best advice and great service to contractors and independent professionals. Establishing the business along with our founder 4 years ago, Angela and her team provide invaluable support to our clients and help them to get the advice they need to maintain financial security throughout their careers.

Angela has great vision for our company and is an advocate of superior customer service, her vision is to take Contractor Wealth to become the leading name in Financial Advice for contractors and Independent professionals providing advice in a modern and easily accessible fashion.

Consultancy Team

Graham Fishwick, DipFA

Graham Fishwick, DipFA

Senior Financial Planner

Graham has been working in financial services for 10 years now and really enjoy the variety of dealing with pensions, investments and helping clients plan their finances.

Steve Adamou-Helsdon, BA Hons Dip PFS

Steve Adamou-Helsdon, BA Hons Dip PFS

Financial Planner

Having worked in a variety of roles within the financial services industry for nearly 10 years, gaining valuable experience. Steve aspired to become a Financial Planner.

David Rankine, DipPFS

David Rankine, DipPFS

Financial Planner

David has worked in the Financial Services for 20 years, 15 of those as a Financial Adviser. Helping clients achieve their personal financial goals, planning for their retirement, and helping clients achieve their investment goals.

Duncan Craze DipFA

Duncan Craze DipFA

Financial Planner

Duncan has 7 years’ experience in Financial Services, dealing with a wide range of clients with a variety of needs, and now specialises in providing contractors and the self-employed with professional financial advice.

Nick Winter, DipFA

Nick Winter, DipFA

Financial Planner

Nick enjoys helping clients achieve their financial goals, exploring ways of enhancing their finances to provide greater choices for both themselves and their families. Experienced in all areas of financial planning, including retirement planning, tax mitigation, income and growth solutions and estate planning.

Dharmesh Mistry, DipFA

Dharmesh Mistry, DipFA

Financial Planner

Dharmesh has worked in the financial services industry in variety of roles for over 14 years, last 10 of those as an adviser, with a wealth of knowledge on how to help clients plan and achieve their long term financial goals.

Paraplanner

Eliot Gibson

Eliot Gibson

Trainee Paraplanner

Eliot joined Contractor Wealth with over 2 years’ experience in the Financial Services sector. Having worked for one of the UK’s largest Building Societies, he not only has experience in customer service but has recently joined Contractor Wealth as part of the Paraplanning team. He aspires to become a Financial Planner in the future.

Support Team

Carl Sackett

Carl Sackett

Head of Client Services

Carl has been working in the financial services sector for over 10 years. He joins us with a wealth of Investment and Pensions experience and aims to produce recommendations to help clients achieve their goals. Carl is currently studying to complete his DipFa.

Leanne Stokes

Leanne Stokes

Client Services Manager

Leanne joined Contactor Wealth at the beginning of 2017. She enjoys working alongside the Financial Planners to ensure her clients receive the best possible service. She looks forward to developing with the company.

Helen McGuiness

Helen McGuiness

PA to the Director

Helen has a wealth of knowledge within the financial industry and has been working within this sector since 1996. She is the PA to the Director helping out with all aspects of the day to running of the business to ensure the clients receive a swift, streamlined process.

Anna Baker

Anna Baker

Client Services Manager

Anna recently joined contractor wealth in May 2017. She ensures that the clients have the best experience from Contractor Wealth, always putting the client’s needs first. She looks forward to developing her knowledge and progressing within contractor wealth.

Ella Butler

Ella Butler

Client Services Manager

Ella has been working in financial services for the past two years. Ella enjoys going the extra mile to support clients along their financial planning journey, she is keen to progress and develop within Contractor Wealth.