Onwards and upwards!

After a successful 2023 and continued growth in the 1^st Quarter, we have strengthened our team to reflect the increase in business and in preparation for imminent adviser recruitment.

We are delighted to announce that Lindsay Weir has joined our Administration team in Liverpool.

Commenting on the appointment, Director Barrie Dawson said “We’re thrilled that Lindsay has agreed to join us. She brings a wealth of experience and will be a great asset to our team in our continued period of growth.”

You can get to know Lindsay better at https://mhwifa.co.uk/lindsay-weir/

Also joining us are Greg Davies, who joins our Administration team in Liverpool, and Ash Thomas, who has started an apprenticeship as Administration support in Lancaster.

Barrie said “As our business thrives, we need to have the correct level of support in place to help our advisers continue to provide our clients with the best possible service and these two appointments strengthen our teams.

This was particularly important at our Lancaster office where the advisers have established a real foothold with a growing reputation for quality independent advice in the region.”

To find out more about Greg click here https://mhwifa.co.uk/greg-davies/ and for Ash, click here https://mhwifa.co.uk/ash-thomas/

In addition, we’re very pleased that Victoria Stockdale has agreed to join us as Compliance Officer.

Giving advice in a compliant way is a core value for our Executive team and Victoria’s experience will further strengthen our commitment to that aim.

More information about Victoria is available here https://mhwifa.co.uk/victoria-stockdale/

We welcome them and wish them all the best in their future careers at Markland Hill Wealth.