Personal Advice in a Global Economy
A QUALIFIED TEAM THAT CARE
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Gracechurch Wealth Management LLP currently has a team of eight dedicated advisers based at EFX House in Milton Keynes. Our consultants have extensive financial planning experience and will do their utmost to ensure that the service you receive exactly meets your requirements.
Our clients include private individuals seeking the very best in personal service and small businesses demanding attention to detail that only a dedicated team of professionals can provide.
Our advisers are supported by a highly qualified back office team who have access to the most up-to-date technology available and on-line valuation systems. As well as our advisers, the majority of our client support department also hold financial qualifications with a number holding at least the full Certificate in Financial Planning and some going significantly beyond this. We believe at Gracechurch Wealth Management LLP that a strong, qualified and well trained team supporting our advisers is an essential component in providing the highest level of ongoing advice and service.
A failing levied at IFAs in general is that although clients may receive sound initial advice at outset, there is little or no ongoing support from that point onward. At Gracechurch Wealth Management LLP we will agree, at outset, an appropriate review structure. You will then know exactly when to expect your portfolio reviews to take place.
Jason Bevan – BA Hons
Jason Bevan - BA Hons
Jason graduated from Coventry University in 1992 with an Honours degree in Financial Economics. He then spent four years working as a Broker Consultant for NPI where he gained his industry grounding. Jason became an IFA in 1996 and since then has been advising clients on all aspects of financial planning. Jason is the Compliance Officer for Gracechurch Wealth Management LLP and was a founding partner of the company. Jason holds the Diploma in Financial Planning.
David Hine – BA Hons
David Hine - BA Hons
David graduated from Hull University in 1987 with an Honours degree in Economics and Social History. For the next seven years he worked as a Broker Consultant for Sun Life Broker Services. David became an IFA in 1994 and has been providing advice to private clients and small businesses ever since. David is the Money Laundering Officer for Gracechurch Wealth Management LLP and was a founding partner of the company. David holds the Diploma in Financial Planning.
Robin Bone – BA Hons
Robin Bone - BA Hons
Robin graduated from UCLAN in 1991 with an Honours degree in Business Studies. He then went on to work for NPI as a Broker Consultant and continued in this role for five years. Robin started as an IFA in 1996 and joined Gracechurch Wealth Management LLP in 2006. Robin advises clients on all aspects of financial planning. Robin holds the Diploma in Financial Planning including Investment Portfolio Management which is an approved qualification for fund management. Robin has also achieved Chartered and Certified Financial Planner status.
Mark Wesley - Senior Adviser
Mark joined the industry as a financial adviser for Abbey National in 1992 and spent 10 years working for the company before taking on a role with a smaller and more specialised firm of Independent Financial Advisers. Mark then joined Gracechurch Wealth Management LLP in January 2010 as a Senior Adviser and brought with him many longstanding clients. Although Mark advises many individual clients on their financial affairs he also has specialism in dealing with employee benefits for small and medium sized companies. Mark has achieved the Diploma in Financial Planning and has taken the Long Term Care exam.
Terry Stuart - Independent Financial Adviser
Terry Stuart joined Gracechurch Wealth Management LLP as an experienced Independent Financial Adviser. Terry originally started in the financial services industry in 1994 when he worked as a Financial Consultant for Royal London Insurance. Terry then moved onto become a tied Financial Adviser and then became an Independent Financial Adviser in 2000 for Co-Operative Bank Financial Advisers. Terry holds the Diploma in Financial Planning and has acquired specialist knowledge in Investment Planning. Terry has over time developed long standing client relationships with individuals and small businesses.
Before becoming a financial adviser, Richard served as an army officer and worked as a senior manager in the leisure and hospitality industry. Richard has acquired specialist knowledge in pensions, investment and estate planning and holds the Advanced Diploma in Financial Planning. He is also an Affiliate member of The Society of Trust and Estate Practitioners and is currently studying for the full STEP Diploma. Richard joined Gracechurch Wealth Management LLP in August 2011 as an Independent Financial Adviser.
Jerry Hylton - Independent Financial Adviser
Jerry Hylton joined Gracechurch Wealth Management LLP in June 2013 already as an experienced Independent Financial Adviser. Jerry originally joined the financial services industry in 1989 working for Sun Life of Canada as a Tied Adviser. Jerry began working as an Independent Financial Adviser in 1996 when he joined Woolwich. Jerry holds the Diploma in Financial Planning and advises clients on all aspects of financial planning.
David Schofield - Independent Financial Adviser
David has over 10 years Financial Services experience and has previously worked for Barclays and Wesleyan Medical Sickness. From his previous employment, David has a thorough understanding of different company pension schemes, which includes extensive knowledge of the NHS pension scheme. David holds the Diploma in Financial Advice and advises his clients on all aspects of financial planning.
Mon Vadgama - Independent Financial Adviser
Mon graduated from Manchester Metropolitan University Business School in 2007 with an Honours degree in Financial Services. Upon graduating, he went into banking, working for both Royal Bank of Scotland and Barclays. Whilst at Barclays, Mon spent 5 years working within Commercial Banking as a Relationship Manager before embarking on the next stage of his career. Mon joined Gracechurch Wealth Management LLP in October 2014 and has successfully completed our academy programme to become an Independent Financial Adviser for Gracechurch Wealth Management. Mon holds the Diploma for Financial Advisers (DipFA) and is currently studying towards attaining chartered status.
Kim Hine - Chartered Financial Planner
Kim joined the industry in 1984 and has worked for a number of different insurance companies and Independent Financial Adviser firms since then. Kim is a Chartered Financial Planner and joined Gracechurch in 2012 to provide support to the two partners, David Hine and Jason Bevan as well as advising her own clients. In February 2012 Kim was made ‘Honorary Life Vice President’ of the Insurance Institute of Bedford and Milton Keynes for her long service.
Caroline Rushen - Partner Support Manager
Caroline joined the financial services industry in 1998 and since then she has worked in the IFA sector providing high level administrative and compliance support. Caroline joined Gracechurch in January 2007 and now has day to day responsibility for supporting the Partners of the business. Caroline also deals with all invoices and accounts queries at Gracechurch. Caroline holds the Diploma in Financial Planning.
Terence Healey - Compliance Co-ordinator
Terence has over 15 years experience in financial services. After working for two Life Offices, he became a qualified adviser and concentrated on working with high net worth individuals. He has previously held both a Directorship and the senior Compliance function within a regulated firm. After a brief hiatus away from the industry, he now concentrates on the day to day management of the Compliance responsibilities of the firm. He is passionate about providing an excellent and sustainable service to clients that is fully in line with the Regulators requirements. In his day to day role he works closely with both Partners.
Dawn Ashworth - Paraplanning Manager
Dawn started in the industry in 2006, quickly moving from administration to Paraplanning. Dawn joined Gracechurch Wealth Management LLP in October 2013, as a Paraplanner and now has the responsibility of managing the Paraplanning team. In addition to Paraplanning, Dawn is heavily involved in our Core Active Portfolio ("CAP") proposition. Dawn holds the Diploma in Financial Planning, along with the Certificate in Paraplanning, and is working towards the Advanced Diploma in Financial Planning.
Emma King - Administrator/Junior Paraplanner
Emma joined the financial services industry in 2011 and started at Gracechurch in November 2015 as an Administrator/Junior Paraplanner. Emma’s day to day job is split between administration and paraplanning which means that she gets involved with report writing and assisting the administration team, fitting in where she is needed at the time. Emma is keen to progress to a qualified Paraplanner and will be studying for the relevant examinations.
Alison Fox - Administrator
Alison joined Gracechurch in October 2014 to provide administrative support to our Advisers and clients. She has worked in financial services since 2006, providing extensive support in all areas of Administration. As well as being involved in all the back office administration Alison supports Caroline handling client and Adviser queries and processing new business.
Jade Clewlow - Junior Administrator
Jade joined Gracechurch in 2016 as Junior Administrator. She is generally the first point of contact for our clients on the phone and meetings however also gets involved with most aspects of administration support. Jade is relatively new to financial services but is keen to progress within the industry.
Rebecca Read - Administrator
Rebecca has been involved with the business in one way or another since Gracechurch first started back in 2006. In her current role she provides support for the admin team in dealing with client calls and managing the company’s incoming correspondence.
Jason (Jay) Ashworth
Jason (Jay) Ashworth - Administrator
Jay is relatively new to the industry but has progressed well since joining Gracechurch in 2015. He gets involved with the day to day running of the office but is also heavily involved with the back office systems. Jay works closely with Terence Healey and spends a lot of time on project work and the provision of management information for the partners
Abrunnaher Shifa - Research Analyst
Shifa joined Gracechurch in 2016 as a Research Analyst, having achieved her Investment Management Certificate and Bachelor in Finance and Accounting. Shifa has recently passed level 2 of the Chartered Financial Analyst exams and is now working towards the final level. Shifa is relatively new to the industry however she is already heavily involved with our Product and Fund Research, in addition Shifa is working on our Core Active Portfolio Proposition and Valuations.
Tracy Adams - Administrator
Tracy joined Gracechurch in February 2008 and has since then worked closely with the administration team to provide first class support to our clients. Tracy is heavily involved in the production of the client valuations although day to day she finds herself involved in most areas of the company's operations.
Alan Read - Paraplanner
Alan joined Gracechurch in January 2017 as an experienced Paraplanner. Alan works closely with Dawn and Emma on the research and report writing in order to complete the client recommendations. Alan has worked in the financial services industry since 1993 and holds the Diploma in Financial Planning, as well as the Certificate in Discretionary Investment Management.
Lorraine Albery - Office Manager
Lorraine joined Gracechurch Wealth Management in May 2017 as Office Manager. She oversees the day-to-day running of the office to ensure that the high standards of service are met and adhered to. Lorraine works closely with the Partners and Advisers to make certain that they have the resources and support required to service the business and the clients in a more than satisfactory manner. Lorraine has over 30 years knowledge and experience working with companies to help them with their day to day Operational and Administration responsibilities and processes.
EFX House, 1 Boycott Avenue, Oldbrook , Milton Keynes, MK6 2RW, United Kingdom
Monday - Thursday 08:00 - 16:45
Friday - 8:00 - 12:00
Gracechurch Wealth Management LLP is entered on the Financial Services Register under reference 454766. Gracechurch Wealth Management LLP is authorised and regulated by the Financial Conduct Authority.
The guidance and advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.