Gary has worked in the Financial Services industry since 1986, initially as a specialist with a number of Life Offices, but for over 20 years as an Independent Financial Adviser. Gary specialises in large investment portfolios, tax and retirement planning and works exclusively with high net worth individuals, corporate clients and their professional advisers.

Gary holds the Financial Planning Diploma and is applying for chartered status.

Outside of work Gary spends his time travelling, fishing and playing golf.

Christine has over 22 years experience in the Financial Services business. A member of the Personal Finance Society and Chartered Insurance Institute she is active in promoting her professional services particularly to women and professional partners. She has advanced qualifications in Pensions,Taxation & Trusts as well as advanced Investment Principles including Company Investment & Exit strategies. Christine is also currently studying for the Society of Trusts and Estate Practitioners exam.

Time permitting Chris likes to travel, loves good food and more recently cycling.

Jon is the newest member of the team but has 6 years IFA experience behind him. Prior to becoming an IFA, Jon worked in the banking industry and has held positions Worldwide including China. Jon holds the level 4 Financial Planning Diploma and is working to Chartered status.

Jon Specialises in wealth management, tax planning and niche products. He is also active in developing professional partners who work with Chartwell for the benefit of their clients.

Outside of work, Jon loves football, travelling and searching out nice restaurants.

Richard has over 30 years experience in the financial services sector, initially working in the technical departments of a number of Life Offices and has worked in ‘client facing’ roles in the wealth management arena since 1993.

He holds the QCF level 4 diploma qualifications and offers comprehensive wealth management for high net worth private and corporate clients.
Richard works extensively with members of the legal profession, tax planning specialists & accountants in areas including, but not exclusively, personal and corporate capital investment portfolio management, retirement planning for "owner managers" including shareholding directors & partners, as well as complex tax planning and succession planning for business owners.

“As a "fee based" wealth manager I feel that my approach to the business relationship is "client-centric" and wish to continue developing connections with both Legal & Accountancy professionals throughout the North West.”
Richard’s hobbies include music, travel, family and his 2 dogs

Mark has worked in financial services for over 34 years. He started his career as a technical officer in a major high street bank and rose to head of securities.

Mark left the bank to work with a number of Financial Institutions in a ‘client facing’ role and has been doing so ever since. Fully qualified to diploma level, Mark specialises in all aspects of financial planning.

Married with 2 children and a dog Mark says he doesn’t have time for any hobbies!