Our 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.
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.
Zohaib Mir
Financial Planner
Zohaib has worked in the Financial services industry for 4 years and is a diploma qualified Financial Planner specialising in providing financial advice to contractors and independent professionals. Experienced in all areas of Wealth Management helping clients achieve their financial goals and objectives.
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.
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.
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.
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.