HW INDEPENDENT Financial Management
ABOUT US
At HWIFM we have over 20 years’ experience in Financial Services. Based in Nantwich and Northwich our team has a wealth of knowledge and expertise to help business owners and families secure the lifestyle they want. Helping our clients map out their short, medium and long-term goals enables them to see the bigger picture. We will make your money work harder and provide you with financial freedom without the fuss.
OUR TEAM
Gary Makin – Partner
Gary joined HWIFM in 2005 and completed his studies to become ACCA qualified in 2010. He became a partner in 2018.
Gary is a qualified independent financial adviser and is responsible for the running of HWIFM.
Gary enjoys helping clients plan their finances for the future.
In his spare time Gary enjoys playing tennis and golf, he also enjoys spending time with his family, and is kept busy looking after his dog and horses.
OUR TEAM
Paul Galley – IFA
Paul Galley is one of our team of independent financial advisers and has worked for HW for over 12 years. Paul enjoys meeting clients and learning more about them which enables him to find the most suitable solutions for their financial positions.
Outside work Paul plays football, tennis and enjoys watching most sports, in particular, as a football fan, Manchester United.
OUR TEAM
Catrina Walker-Jones – IFA
With over 25 years of experience in the financial industry, Catrina is a Chartered IFA who provides guidance to individuals throughout their financial journey.
Her areas of expertise include pension, investment, Inheritance Tax Planning and protection. Offering unbiased advice to ensure her clients make informed decisions.
Her approach to financial planning is comprehensive and holistic, taking into consideration life goals and planning for those unexpected events.
Catrina offers a complimentary initial consultation to all new clients, during which they can discuss their financial goals and explore potential solutions.
OUR TEAM
Penny Williams – IFA
Penny is an Independent Financial Adviser specialising in Pensions, Investments and Protection.
She is passionate about simplifying, often complex areas of financial planning to help her clients feel involved and assured about their future.
Her background in Counselling makes her a great listener, and she loves to get to know what’s important to each individual to find the perfect financial solution for their circumstances.
Outside work Penny enjoys, running, cycling, paddleboarding and spending quality time with friends and family.
OUR TEAM
Jessica Brassington – Senior Financial Planning Assistant
Jessica has worked at HWIFM for 15 years and really enjoys working with the team and getting to know her clients really well.
Jessica loves relaxing in front of a burning firepit with friends, enjoying a large glass of wine!
OUR TEAM
Rachael Hough – PA/Office Manager
Rachael has worked within the business for 15 years. Rachael is Gary Makin’s PA and has worked with him throughout his progression from trainee to manager to associate to partner.
Rachael enjoys playing netball, skiing, dog walking, and watching crime dramas and films.
OUR TEAM
Lorraine McMahon – Senior Financial Planning Assistant
Lorraine has worked at HW for over 13 years and assists the financial advisers. She loves the variety of work and learns something new everyday.
Lorraine loves a hot and spicy curry washed down with something sparkly, and can’t wait to travel to Canada and enjoy the scenes of the Rocky Mountains.
OUR TEAM
Carolyn Leonard - Administration Assistant
Carolyn supports the HWIFM team with all areas of administration. A keen seamstress, Carolyn started sewing and making clothes from the age of 10!
A grannie to 6 beautiful grandsons they certainly keep her busy.
OUR TEAM
Max Roberts – Paraplanner
Max is in charge of writing reports, due diligence, product, investment and fund research and has been at HW for several years.
Max enjoys playing guitar, fiddling with electronics, and woodworking.
OUR TEAM
Jane Hadfield - Financial Planning Assistant
Jane supports the team with all areas of financial planning. A keen thespian, Jane loves going to the theatre to watch musicals and also spending time with her family.
OUR TEAM
Marcus Roberts – Planning Assistant
Marcus is our newest member if the team and settling in really well.
He enjoys spending time with his family. He enjoys playing tennis, cycling and also starting DIY projects that he’ll undoubtedly leave unfinished for months!
Contact us
Get in touch to book a meeting today.
Plan your legacy today to ensure your wealth stays in your family tomorrow.
For a free, no obligation meeting please get in touch.
Alternatively, feel free to call our Northwich office on 01606 338914 or our Nantwich office on 01270 861260
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