Greaves West & Ayre announces three new Independent Financial Advisers
L-R: Matthew Brown, Toby Douglas and Dan Bullen
We are delighted to announce that Daniel Bullen, Matthew Brown, and Toby Douglas have recently completed their qualifications to become Independent Financial Advisers. After successfully passing exams, undergoing assessments, receiving additional training, and completing a supervised period, they are now fully practicing IFAs.
Toby joined GWA in 2021 after obtaining a degree in Business and Finance from Queen Margaret University. Commenting on his qualification he said, “I am pleased to become an Independent Financial Adviser within GWA and I look forward to maintaining and developing relationships with my clients, aiding in their financial journey to help them achieve their personal goals”.
Daniel has worked in financial advice since leaving school and joined GWA in 2022 following a role as a Paraplanner. He gained a Diploma in Regulated Financial Planning in 2023. Speaking to Daniel he said, “I am proud to have become an Independent Financial Adviser, something I’ve been working toward since starting my career in financial advice. I really enjoy building relationships with our clients and helping them plan for their financial future. It’s a challenging role, however it’s also incredibly rewarding and I look forward to continuing my journey with GWA”.
Matthew started his career in wealth management upon graduating from the University of Leeds in 2018. In that time, he progressed from his role as a trainee Financial Adviser to a qualified Financial Adviser in 2021. Matthew has a CII Diploma in Regulated Financial Planning and is currently progressing in his Chartered qualification. Matthew added, “I am pleased to continue in my role as an IFA at Greaves West & Ayre and to be part of a team that prides itself on providing quality advice and service to our clients”.
John Coats, Partner at Greaves West & Ayre, said: “We are thrilled to announce that Daniel, Matthew, and Toby are now fully qualified and authorised Independent Financial Advisers. Their appointment brings our Wealth Management team to eight IFAs, further strengthening the expertise we provide to our clients. It’s an exciting time for the Greaves West & Ayre Wealth team, as the addition of three new IFAs enhances our ability to pursue ambitious goals and continue delivering the Quality Advice and Quality Service we are renowned for”.
