Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.  Our people are members of the Personal Finance Society. For further contact details please see our "Contact Us" page.

Trudi Old
Trudi Old, Director, Financial Adviser and Later Life Adviser
Tel. 0161 8045090
Mobile. 07415 105418
Email. trudiclearway-fs.co.uk
Trudi is a Chartered Financial Planner and a member of the Chartered Insurance Institute and Personal Finance Society. She is also a fully accredited member of the Society of Later Life Advisers (SOLLA) and holds qualifications in Dementia Care. SOLLA is the 'Gold Standard' in Later Life advising.
She has been working in the Financial Services Industry for 25+ years, since graduating from Liverpool University with a BA in Economics.
She’s currently qualified to Advanced Diploma Level 6 and has achieved the prestigious 'Chartered Status' - the Gold Standard among Financial Advisers.
Her advanced exams include Investment Planning, Financial Planning Process, Taxation & Trust Planning and Advanced Pensions (including Pension Transfers - although currently Clearway Financial Solutions doesn't have the relevant permissions to advise in Opt Outs or Defined Benefit Transfers).
She started her career in finance, via the graduate intake with Lloyds TSB and progressed to Branch Manager within 2 years. Looking for new challenges in the ‘High Net Worth’ market she left to join Natwest/RBS as an Independent Financial Planning Manager and later was promoted to Field Operations Manager.
Since her bank days Trudi has been working with her husband, Mike, at Clearway Financial Solutions.
Having two teenage children, Trudi doesn’t have much time for hobbies however she enjoys keeping fit, walking the dog and leading a group of Girl Guides (Rainbows) in the local community.
Mike Old
Mike Old, Director & Financial Adviser
Tel. 0161 8045090
Mobile. 07803 117116
Email. mikeclearway-fs.co.uk
Mike is Diploma Qualified member of the Chartered Insurance Institute and Personal Finance Society.
He has worked in Financial Services for over 25 years, initially employed at Friends Provident, as an Underwriter, his first step on the career ladder after life at Hull University.
Realising that there was more to Financial Services than Underwriting he joined Lloyds TSB and worked for many years as a Financial Adviser and Field Induction Trainer, teaching and coaching new recruits through the profession.
Thereafter he joined a local IFA firm, Bluetrust Limited, in order to pursue a career away from the bank environment.
Joining forces with his wife, Trudi, was the natural next stage and they set up Clearway Financial Solutions as a Directly Authorised firm with the FCA in 2016.
In his spare time Mike enjoys playing cricket, football and golf and spends hours watching his son Alex play the sports he loves.
Andrew Rourke
Andrew Rourke, Financial Adviser & Mortgage Arranger
Tel. 0161 8045090
Mobile. 07794 343662
Email. andrewclearway-fs.co.uk
Andrew is our Mortgage Arranger and Financial Planner, and a member of the Chartered Insurance Institute and Personal Finance Society.
He has been working in the Financial Services Industry for over 25+ years.
He’s currently qualified to Advanced Diploma Level 4 and also holds a BTEC National Diploma in Business and Finance.
He can advise on the full range of financial products including Mortgages, Investments , Pensions and Protection.
He started his career in finance with TSB and progressed to Financial Adviser over a 12 year period working through the different roles within the Branch network and Area office.
Andrew decided to move to the Zurich Advice Network/ Openwork to broaden the products and services he could offer his clients. He worked in the network for 16 years before moving to Clearway Financial Solutions to become an Independent Financial Adviser in 2019.
Andrew has joined the Clearway Team to extend their services and become part of a successful innovative team.
He has 2 children and spends his spare time with family and friends. He enjoys keeping fit, gardening and travelling.
Matthew McLellan Grant
Matthew McLellan Grant, Trainee Financial Adviser
Tel. 0161 8045090
Email. mattclearway-fs.co.uk
Matthew is a recent graduate from Manchester Metropolitan University, BA Hons Business Management degree. Matthew joined the company in September 2020 and will undertake the exams needed to become a qualified Financial Advisor. Matthew is looking forward to working alongside the team at Clearway Financial Solutions and increasing his understanding of the business, our clients and industry. During his spare time Matthew enjoys playing a variety of sports including golf, football and cricket. As well as socialising with friends and family.

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