About us

Meet the team

Partners

Jason Bevan

Jason Bevan BA Hons

Partner

David Hine

David Hine BA Hons

Partner

Advisers

Mark Wesley

Mark Wesley DipPFS

Senior consultant

Robin Bone

Robin Bone BA (Hons) CFP Chartered FCSI FHEA

Senior advisor

Richard Lawrance

Richard Lawrance FPFS TEP

Chartered Financial Planner

Terry Stuart

Terry Stuart APFS EFP

Chartered Financial Planner

Mon Vadgama

Mon Vadgama BA (Hons) DipFA AwPETR

Independent Financial Adviser

Leisl Hunter

Leisl Hunter BA CFPTM APP Chartered FCSI (Financial Planning)

Chartered Financial Planner

Managers

Lorraine Albery

Lorraine Albery

Office Manager

David Gould

David Gould DipPFS

Compliance Manager

James Painter

Abrunnaher Shifa CFA

Portfolio Manager

Client Support Team


We have a strong back-office support team, who are cross-skilled in a number of key areas:

PARTNER & ADVISER SUPPORT
The Partners and advisers have highly qualified and skilled support staff, to manage their workload and enquiries when they are not in the office. When they are in the office, the support team work closely with the advisers to ensure that their clients experience is the best it can be.

ADMINISTRATION
The backbone of client support, the administration team perform a wide range of functions, including but not limited to; meet and greet service, booking annual reviews with clients, producing client valuations as part of our ongoing servicing, submission and chasing through of new business cases, and dealing with client queries.

The whole team work to an extremely high standard, with great attention to detail. And over 20 years’ experience in the industry, between them.

The team leader holds the Diploma in Financial Planning and is responsible for managing resources and ensuring service standards are maintained.

PARAPLANNING
Paraplanning is a developing area of financial planning with still some confusion as to what the role entails. At Gracechurch Wealth Management LLP, we see Paraplanning as an extension of the service our advisers provide; they handle the research of a case and are responsible for producing the report and paperwork for the adviser’s recommendation, freeing up the adviser to deal with more of the client facing tasks.

The team has in excess of 70 years’ experience between them and all hold the Diploma in Financial Planning or higher.

The team leader holds the Diploma in Financial Planning and is responsible for managing resources and ensuring service standards are maintained.

PAYMENTS AND ACCOUNTS
We employ a dedicated full time accounts professional who is responsible for all the record keeping and assists with reporting to the FCA.

RESEARCH ANALYST
The advisers utilise this resource to assist with fund research and selection, and risk management. Along with the other members of the Investment Committee, our Portfolio Manager sets the panels for all investment types and liaises directly with the investment management companies.

CAP
This team is responsible for the administration of the Core Active Portfolios (CAP), liaising with clients with regard to the quarterly changes and once agreed, organising and executing the portfolio changes.