Our Team

Management Team
Consultancy Team
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Support Team

Consultancy Team

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.

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

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

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.

Owen Madlin

Financial Planner

Owen has been in the Advice Industry since 2015 and has experience in many roles within the industry. Now specialising in retirement, tax and investment planning for contractors and independent professionals. Owen’s passion is helping clients achieve their financial goals.

ParaPlanner

Ben Evans

Paraplanner

Ben started working within financial services in 2015 and since then has accrued experience in both working for product providers and Financial Advice practices. Ben helps our financial consultants with making recommendations by researching the best products for our clients.

Support Team

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

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.

Jess Parker

Client Services Manager

Jess has been working in financial services for a year now and have enjoyed working with our clients and building relationships. I look forward to developing my skills and knowledge within the company

Max Griffiths

Client Engagement Officer

Max has recently joined Contractor Wealth as part of the client services team, he aims to give a smooth and hassle free experience for our clients. He is looking forward to progressing in Contractor Wealth.