Teresa Child

Client Relationship

Work History
Teresa joined Financial Management in June 2021 with over 27 years financial services industry experience. Teresa provides administration support to 2 advisers; she enjoys the varied workload and works hard to ensure our clients are treated fairly and a high standard is maintained. Having started her career in customer service with Nat West Bank and Nationwide Building Society, Teresa then joined the Independent Financial Advice industry with Macintyre Hudson and has since gone on to work locally enjoying roles in office management and administration for a firm with a high customer service focus.

What do you like best about your job?
Teresa loves her job because she is with a great team who are equally passionate about creating a positive customer service experience and are always seeking to improve. She says that FM is big enough to know and small enough to care and that fits perfectly with her client focus mentality.

Interests outside of work?
In her free time, Teresa likes walking, going to the gym and dancing. Her favourite time is spent with her teenage children because they are growing up too fast and visiting her family in Ireland.

James Croft Dip PFS

Protection Adviser

Work History
After leaving the University of Manchester in 2016, where he studied Ancient History, James joined the financial services world. At first, he worked for another independent financial adviser before moving to Financial Management in 2021. In 2023 he became our dedicated Protection Adviser.

What do you like best about your job?
James finds great pleasure in speaking to our clients and helping them to become sufficiently protected for the unexpected outcomes life can throw at us.  

Interests outside of work?
James enjoys playing 6 aside football and flag American football. He regularly watches Arsenal and loves going to gigs and music festivals.

Gary Wildman

Paraplanner

Work History
Gary has had a long career in Financial Services, working for Aegon Plc for 26 years, latterly in a Senior Management position, prior to joining Financial Management in 2020. Gary’s last role at Aegon was as a Regional Sales Manager. Gary had responsibility for running a Sales team, who worked with IFAs to help them structure solutions for their clients. Within Financial Management, Gary’s role is to analyse and assess the information received from clients and then to work alongside the Adviser to provide recommendations to fulfil the client’s objectives and help them achieve their life goals.

What do you like best about your job?
To review a client’s overall financial position and to help them develop a plan to achieve their life goals.

Interests outside of work?
Gary enjoys all sport, with a particular interest in golf and tennis. In addition, he enjoys good restaurants as well as spending time with his family.