Our Team

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

Ben Evans
Paraplanner

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

Max Griffiths
Client Engagement Officer