0161 915 2515

info@ijp-wm.co.uk

T: 0161 915 2515 E: info@ijp-wm.co.uk

Our Team

Our Team

Paul Ivan Ward

Independent Financial Adviser
Paul has spent over 10 years in the financial services industry, originally working for The Co-operative Bank. He graduated from MMU Business School in 2005 with an honours degree in financial services.

Having held the Level 4 Diploma for Financial Advice for a number of years, Paul decided to further enhance his knowledge by completing the Award in Pension Transfer exams in July 2017. As a result, he now advises clients on all types of pension arrangements, including defined benefit/ final salary schemes.

In his spare time, Paul is a keen swimmer, and also enjoys travelling with family and friends. He enjoys all types of motorsports.


Susan Goodwin

Technical Services Manager
Susan is a Chartered Financial Planner and a member of the Chartered Institute of Insurance Fellowship. She has worked in Financial Services for over 20 years including Administrator, Underwriter, Financial Adviser, Paraplanner, Compliance Officer and Technical Support before joining IJP Wealth Management in her current guise in April 2014.

Susan keeps herself up to date with current legislation and technical issues. She works with the utmost professionalism and respect for the people that she is working for and with, and she provides valuable administrative and full technical assistance and training to all her colleagues in the firm.

Susan is a passionate follower of Manchester United. She has held a season ticket for many years, and can be found cheering her team on most weekends.

Karlina Ward

Report Analyst
Karlina graduated from The University of Salford in 2014. Since then, she has spent her time exploring a number of different professional opportunities. She describes herself as a people person, who is always available to assist with the day-to-day challenges of the business.

Karlina enjoys keeping fit in her spare time. She is also a great fan of the outdoors, spending the summer time in her native Latvia exploring nature and the countryside.


Peter Mason

Chartered Paraplanner
Peter began working alongside the team in 2017 as a specialist paraplanner for pension transfer advice. Peter became Chartered in 2012, and as such his technical knowledge and quality is unrivalled in the industry.

Peter enjoys spending time with his family, along with outdoor activities


Natasha Duncan

Administration Assistant
Natasha has a varied and fascinating wealth of experience, including events management, back office administration and executive assistant roles. She is an integral part of the team, and she displays passion and drive to ensure that deadlines are met and the highest quality of customer service is provided.

Natasha enjoys baking and likes to spend time socialising with friends. She regularly undertakes challenges of a sporting nature in order to raise money for charities close to her heart.

 

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