HW INDEPENDENT Financial Management
ABOUT US
At HWIFM we have over 20 years’ experience in Financial Services. 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 ten 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
Catrina has worked at HW for 20 years. As a Chartered Associate she gives independent financial advice, advising people on every stage of their financial planning journey.
Catrina’s specialisms are in Inheritance Planning, including Trust and disbursement of Estates and Long Term Care and any related care planning issues.
Catrina is looking forward to restarting her hillwalking and regaining her fitness.
OUR TEAM
Rachael Hough – PA/Office Manager
Rachael has worked within the business for 13 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
Jessica Brassington – Senior Financial Planning Assistant
Jessica has worked at HWIFM for 13 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
Lorraine McMahon – Senior Financial Planning Assistant
Lorraine has worked at HW for over 11 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 be able to travel to Canada and enjoy the scenes of the Rocky Mountains.
OUR TEAM
Ashfia Mohammed Ashrif – Financial Planning Assistant
Having worked in the financial services industry for over 15 years Ashfia has a wealth of knowledge and experience.
Ashfia is a talented artist who loves to paint, and learns by attending art courses. She can’t wait to enjoy a Lebanese meal out with friends.
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. He is looking forward to getting his fitness back now the gyms have re-opened!
OUR TEAM
Carolyn Leonard - Administration Assistant
Our newest recruit Carolyn has joined HWIFM to support the 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
Penny Williams –
IFA
Penny has joined the team as our new IFA. Penny has a wealth of experience in financial services and loves finding the right solutions for her client’s financial needs.
A keen runner and netball player Penny also enjoys spending time with her family and enjoying the odd glass of wine!
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.