Our Team

Management Team

Angela James

Associate Director

Angela has over 10 years’ experience within the financial services sector. The extensive financial planning knowledge that Angela has accrued over the years in a range of areas includes pensions and retirement planing and investment advice.

Angela advises her clients to ensure their financial plans are meeting their long term goals and aspirations, whilst aiming to exceed the expectations of her clients by making recommendation which match their current individual circumstances, but also setting them up for a great financial future.

Consultancy Team

Graham Fishwick, DipFA

Graham Fishwick, DipFA

Senior Financial Planner

Graham has been working in the financial services sector for over 8 years helping many customers plan for their retirement, meet investment goals, estate planning and to cover inheritance tax liabilities. Graham is fully qualified and experienced to help clients achieve their financial aspirations while providing excellent professional advice and always put clients’ needs first.

Steve Adamou-Helsdon, BA Hons Dip PFS

Steve Adamou-Helsdon, BA Hons Dip PFS

Financial Planner

Steve has over 8 years experience in the financial services. Having worked his way up through various roles, he recently completed his Diploma in Financial Planning and now works more closely with clients to achieve their financial goals.

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 spent 7 years working in the Financial Sector, in various roles including Paraplanning and Retail Banking Branch Management. Duncan is now providing professional Financial advice to clients helping them to achieve their personal goals.

Nick Winter, DipFA

Nick Winter, DipFA

Financial Planner

Nick has worked in the financial service industry for many years, providing specialist advice on financial planning, mortgages and protection for the last 4. Nick most enjoys helping clients achieve their goals whether it is retiring early, helping to plan for future education costs or passing on their wealth tax efficiently.

Paraplanner

Carl Sackett

Carl Sackett

Paraplanner

Carl has worked in the financial services sector for over 10 years. He joins us with a wealth of Investment and Pensions experience, producing recommendations to help clients achieve their goals. Carl is currently studying towards his DipFa.

Support Team

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. Helen has recently joined the Contractor Wealth team in 2015 to support the Consultants with the day to day admin work that is involved to ensure the clients receive a swift, streamlined process.

Ella Butler

Ella Butler

Senior Adviser Support

Ella has been working in financial services since starting her career a year ago after college. Ella really enjoys helping her clients and going that extra mile to support them, she is really keen to develop and progress within Contractor Wealth.