Personal Advice in a Global Economy

01908 209220

MEET THE TEAM

- Please click on the pictures for more information -

The Partners

Jason Bevan – BA Hons

David Hine – BA Hons

ABOUT US

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.

A QUALIFIED TEAM THAT CARE

Robin Bone – BA Hons

Richard Lawrance

THE ADVISERS

Mark Wesley

Jerry Hylton

Mon Vadgama

Terry Stuart

David Schofield

Kim Hine

Dawn Ashworth

Rebecca Read

Tracy Adams

Client support

Caroline Rushen

Alison Fox

Jason (Jay) Ashworth

Alan Read

Terence Healey

Jade Clewlow

Abrunnaher Shifa

Lorraine Albery

Contact Info

EFX House, 1 Boycott Avenue, Oldbrook , Milton Keynes, MK6 2RW, United Kingdom

01908 209220

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.

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