Gardner Massey Wright - Independent Financial Advisers
Gardner Massey Wright -  Independent Financial Advisers

The GMW IFA Team

We have long-standing experience in all aspects of financial planning. Meet our team, your partners in building your financial plans.

Iain Massey  DipFA.  CeMAP.  MIFS. AwPETR

Independent Financial Adviser

Director

 

Career

Iain has been a financial service professional since 1989 and has carried out numerous management and adviser roles with a number leading providers from banking to Insurance and investment companies.

 

Specialisations:

  • Investment and portfolio planning
  • Pension and the "at retirement" market
  • Qualified Pension Specialist
  • Inheritance Tax Planning

 

Qualifications

 

Achieved the following;

 

Financial planning certificate (FPC)

Certificate in Mortgage advice and practice (CeMap)

Diploma for Financial advisers (Dip FA)

Level 6 Award in Pension Transfers (AwPETR)

 

 

 

 

Andrew Gardner  DipFA  MiFS

Independent Financial Adviser

Director

 

Career

Andrew has been helping people with their financial planning needs since 1989. He has worked for a leading UK insurer before spending many years as a financial consultant with Lloyds TSB.

 

Specialisations:

  • Investment and wealth management
  • Retirement Planning both pre and at retirement
  • Tax Planning

 

Qualifications

Financial Planning Certificate (FPC)

Diploma for Financial Advisers (DipFA)

 

 

 

 

 

Chris Levy DipFA

Operations Manager

 

Career

 

Chris has been a financial services proffessional for more than 20 years.

Chris has fulfilled many advice and management roles and is a qualified financial adviser.

 

Chris joined the team in April 2016 as the operations manager and deals with the day to day running of the business along with supporting the directors in their roles.

 

Specialisations.

 

Management

Compliance

Paraplanning

 

Qualifications.

 

Financial Planning Certificate (FPC)

Diploma for Financial advisers (DipFA)

Certificate in mortgage practice (CeMAP)

 

Geoff Ingles   DiPFA

Independent Financial Adviser

 

Career

 

Geoff has been a financial services profesional for over 26 years.
 
Lloyds TSB Banking Group 1985 to 2007 
 
From 2007 Geoff worked for a firm of financial advisers in the Midlands before joining GMW in 2009 to look after our clients in the North Midlands and South Cheshire.
 

 

 

Specialisations:

  • Investment
  • Financial Planning

 

Qualifications

 

Financial Planning Certificate (FPC)

Diploma for Financial Advisers (DiP FA)

 

 

 

David Brown  DiPFA

 

Independent Financial Adviser

 

Career

I’ve worked within Financial Services for 20 years with companies such as Bank of Scotland, Bupa, Friends Life

 

During this time, I’ve worked in Account Management, as a Business Development Manager and as a Sales Manager latterly managing a team of financial advisers. I have achieved the Diploma in Financial Services from the Personal Finance Society.

 

Specialisations

  • Investment and retirement planning

  • Protection both corporate and personal

Personal

Away from the business I am happily married to Claire and have two young children Emily and Oliver and love spending time with them.

 

John Fisher  CeMAP

Mortgage Adviser

Protection Adviser

 

Career

 

John started in Financial Services in 1990 and has worked as an Independent Financial Adviser for national brokerages and national Estate Agents Chains.

 

Specialist in mortgages and mortgage portfolio's since 1995

 

Specialisations:

  • Mortgage - Whole of market

  • Buy to Let Mortgages

  • Protection

 

Qualifications

Financial planning certificate (FPC)

Certificate in Mortgage advice and Practice (CeMAP)

 

 

 

 

Adrian Watts.   DiPFA

Independent Financial Adviser

 

Career

Adrian has been a financial services professional for more than 15 years. He worked for a major UK insurance company before spending 5 years with a high street bank.

Adrian and has been with Gardner Massey Wright for 9 years.

 

 

Specialisations:

  • Investment Planning
  • Pension and Retirement
  • Protection

 

Qualifications

Adrian has the full financial planning certificate and the diploma in Financial advice.

 

 

 

 

Our Support Team

Lisa

Administrator

Accounts Manager

 

Lisa Joined the team 10 years ago and acts as the company accounts manager along with direct dealings with our clients.

 

Lisa has a strong background within financial services having served Lloyds TSB as a senior branch employee for 15 years before joining GMW.

 

 

 

 

 

Joanne

Administrator

Compliance co-ordinator

 

Joanne joined GMW 7 years ago and assists the directors on many levels. She also co-ordinates our compliance systems and deals direct with our clients.

 

Joanne has completed a number of senior administration roles with organisations such as Royal Sun Alliance and the NHS

 

 

 

Daniel Massey - Paraplanner

 

Daniel Joined the support team in January 2015 as a trainee support analyst.

 

After finishing university in Liverpool Daniel decided that financial services was an area that interested him and along with the variety of work he also enjoys meeting people.

 

Once he feels confident as a support to the financial advisers he intends to start the qualification process of becoming a financial adviser himself. 

 

 

 

 

 

 

 

 

 

 

 

 

Any queries or concerns?

Please call us on +44 1942 526556 or use our contact form.

 

Contact

Gardner Massey Wright IFA Ltd

35 Market Street,

Hindley,

Wigan,

WN2 3AE

 

Tel:

01942 526556

 

E-mail

enquire@gmwifa.co.uk

 

You may also use our contact form.

 

Opening Hours:

Monday to Friday 9:00am to 5:00pm

Evenings and weekends by appointment



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© Gardner Massey Wright IFA Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England 6045974 35 Market St, Hindley, Wigan, WN2 3AE