2020 Roadmap from Money & Mortgages

We’re proud of our 2019 and so wanted to say a big thank-you once again to our clients.  We’ve been trading for 16 years in 2020 and are still enjoying building strong, lasting relationships across the Manchester region and beyond.  

Our leadership team includes Partner Jon Gildea who also races for the GB Cycling Team and is currently training for Tokyo 2020 Paralympics.  

In 2020 we are excited to increase our investment in adviser recruitment and development with the Openwork Academy.  We welcome Luke Harrison– a new apprentice trainee to the scheme in 2019.  We are proud of Kelly Gildea and Stephen Seward who are already on their way towards their enhanced financial services qualifications. This forms part our expansion as we focus on increasing access to financial advice across the Manchester region in response to growing demand.  Our office now supports a team of 10 staff, functioning as part of a directly authorised, multi-panel distribution network.  

Partner Marc Harrison said: 2019 was a significant year in the development of Money & Mortgages. We are growing the scale of our advice business across our diversified offering and this has meant we have been able to help more clients than ever.  I’m looking forward to the continued development of our business across the Manchester region and beyond.

Partner Jon Gildea said: 2019 saw the expansion of our amazing Money & Mortgages partnerships, particularly for some exciting luxury new build property developments in the City of Manchester.  Our team particularly enjoyed helping people with new homes in 2019.  I’m particularly grateful for the support of the business and clients following my journey training for Tokyo 2020 Paralympics.  I’m looking forward to sharing my journey this year starting when I go to the UCI Para-cycling Track World Championships in Milton, Ontario from January 30 to February 2, 2020.

We’re here to help

So how can financial advice work best for you? As well as managing your wealth through investments, you may also need specific help arranging a mortgage, or making sure you and your family are protected in the event of something unexpected. We’re here to help advise on any, or a combination, of these.

The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.

How can we help you?

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