Meet the
Integrity365 Adviser Team

Matt Goy DIP CII
Chief Executive Officer / Independent Financial Adviser

Matt has had a highly successful 25-year career within the financial services industry, having spent many years working at HSBC moving through the ranks as an adviser within both the private client and corporate sectors.

Debbie Packer Dip CII, MCSI
Founding Financial Adviser

Throughout Debbie’s career as a Financial Adviser, she has always been passionate about building relationships and adopting new concepts that better herself, her company and her client’s experience. She helps clients achieve their financial goals and ambitions with strategy and planning. Debbie has worked within the Financial Services industry for more than 28 years alongside some exceptional professionals.

Nick Gwilliam DIP PFS
Founding Financial Adviser

Nick has been in the financial services sector for 32 years. The early stage of his career was spent working in the general insurance sector before making the transition to a financial planner role over 23 years ago. Nick has a wealth of experience in advising both individual and business clients, building relationships that have strong trusted foundations developed over a considerable amount of time.

Coreena Dutton FPFS
Independent Financial Adviser / Chartered Financial Planner

Coreena has been in the Financial Services profession for a total of 19 years, providing financial advice to individual and business clients for 15 of those years. Coreena is approachable, friendly and professional as well as being efficient and passionate about giving great holistic financial advice and adding value to a clients’ specific set of circumstances.

Craig Pritchard Dip PFS
Senior Corporate IFA Consultant

Specialising in Workplace Pensions, Craig has helped a wide range of clients (from SME to FTSE 100 companies) navigate the corporate pensions market in areas as such as automatic enrolment, pension scheme governance and employee engagement. Craig takes great pride in forming long standing relationships with his clients, working in partnership to understand their needs and requirements in an ever changing world.

Douglas Sims DipPFS
Independent Financial Adviser

Since studying Financial Services at University Douglas has dedicated himself to the Financial Planning industry with a commitment to help clients achieve the best possible outcome. Happy to challenge the status quo and with an eye for detail, he is capable of breaking down complex financial planning solutions which clients can understand.

Carol Richardson CeMap
Mortgage Adviser

Carol’s career in the financial services industry and first involvement with mortgage applications began over 22 years ago as a Customer Adviser at the Nationwide Building Society. Carol then progressed her career to Beacon Mortgages, a private lending company specialising in mortgages for clients who were unable to obtain mortgages from high street lenders. This was where she acquired her CeMap qualifications and progressed to the position of Senior Underwriter.

Marcus Rayer Chartered ALIBF
Independent Financial Adviser

Marcus joined the Financial Services sector in 2003 following his graduation from university. Having started his career as a Financial Adviser with Co-Operative Financial Services, he then moved to a South West based SME in 2006, where he later became a Senior Financial Adviser and acquired his Chartered status.

Sophie Haslehurst APFS
Senior Financial Planner / Chartered Financial Planner

Sophie has worked within the financial services industry for 15 years, working in various parts of the UK. She is a Chartered Financial Planner and aims to achieve her Fellowship soon also.

Nicola Glass DipPFS & CertPFS (DM)
Independent Financial Adviser

Central to Nicola’s approach is her welcoming nature. After 8 years in the industry, she has found her personable connection enables clients to feel at ease.

Andy Woodall Dip PFS Certs CII (MP & ER)
Business Development

With over 30 years experience withing the financial services industry, Andy has an enviable reputation within the High Wycombe area amongst both private and corporate clients. Formally of MRIB Financial Services, Andy developed long-standing client relationships, many of which he advised throughout the key stages of not just their own but also their families’ lives.

Ross MacDonald Cert DipPFS CII(MP)
Independent Financial Adviser

Ross joined MacDonald Partnership, a family firm, in January 1997 and has been running the financial services department since his father’s retirement in 2009. As a fully qualified Independent Financial Adviser and member of the Chartered Insurance Institute, he has now been looking after clients and providing financial planning advice for over 25 years.

Mark Mitchell Cert DipPFA CCBI
Independent Financial Adviser

Mark has been working in financial services since 1990, when he first joined Commercial & Agricultural Insurance Brokers as an Independent Financial Adviser, working alongside the business founder, Lindsay Mudie. In April 2018, MacDonald Partnership took over the running of the business as Lindsay decided to phase into retirement, handing the reigns over to Mark who now runs the Arbroath financial services office, looking after all our financial services clients.

Tracey Maleham MA Hons, MSc, Dip PFS
Independent Financial Adviser

Tracey works within our Helensburgh financial advisory team and helps clients across Glasgow and the West of Scotland make sense of their life assurance, pension, investment and Inheritance Tax planning needs. With 20-plus years of industry experience, Tracey happily unravels financial planning conundrums.

Bradley Cross DipPFS DipPFS
Independent Financial Adviser

Bradley is passionate about helping business owners, individuals and their families navigate the complexities of financial planning.