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Our Team

LUCY WHITWORTH

ADMINISTRATOR

What’s your role?

Administrator and ‘office feeder’!

What do you like best about working at MW-FS?

It’s a small and incredibly friendly team, everybody goes the extra mile to help look after our clients and each other.

What’s the most important lesson life has taught you?

Life is not a trial run, fit in as much as you can and enjoy every day – and that includes days you’re working.

MIRIAM MARSHALL

OFFICE MANAGER / ADMINISTRATOR

What’s your role?

Office Manager / Administrator

What do you like best about working at MW-FS?

At MW-FS we work very much as a ‘team’ which I believe is important for the office environment and also brings out the best in people.

What is the most important lesson life has taught you?

Most important lesson life has taught me – never to presume!

TRACY HUTTY

CHARTERED FINANCIAL PLANNER

What’s your role?

Chartered Financial Planner

What do you like best about working at MW-FS?

Surrounded by great people who provide fantastic support.

What’s the most important lesson life has taught you?

If you don’t know where you want to be, you won’t get there. It’s good to have a plan.

RICHARD MARSHALL

DIRECTOR

What’s your role?

Director, but more importantly looking after clients.

What do you like best about working at MW-FS?

We have a great team here in the office but I enjoy helping people achieve their goals. I get a buzz when a client says “I’ve done it, I can finally retire”.

What is the most important lesson life has taught you?

Simple: treat everyone like you want to be treated and help whenever you can.

RICHARD HOPSON

DIRECTOR

What’s your role?

Director.

What do you like best about working at MW-FS?

It’s a great atmosphere to work in, professional and business-like, but can also let your hair down when you need to.

What is the most important lesson life has taught you?

Never judge a book by it’s cover.

DAVID HEMSLEY

DIRECTOR

What’s your role?

Director.

What do you like best about working at MW-FS?

Working with a team that cares about each other and all our clients.

What is the most important lesson life has taught you?

Relationships, whether family or business, are the most important things in the world.

ADAM MONTAGUE-MILLAR

FINANCIAL ADVISER / PARAPLANNER

What’s your role?

Financial Adviser / Paraplanner

What do you like best about working at MW-FS?

Working in an environment that supports the progress of both the clients and employees towards their goals.

What is the most important lesson life has taught you?

Focus on “what you can give” rather than “what you can gain”.

FAYE REDMAN

ADMINISTRATOR

What’s your role?

Administrator

What do you like best about working at MW-FS?

Being able to work in a friendly, but hard working office, that’s focused on helping clients.

What is the most important lesson life has taught you?

You can’t live a positive life with a negative mind.

Our fees and charges

We charge fees for our services, but initial meetings are at our expense. If you feel we can make a difference, we’ll agree a suitable fee and move forward.

Where investment advice is required our typical charges are as follows:

– Initial advice and implementation of up to 3%.

– On-going annual review of up to 1% per annum.

Investment fees do not attract VAT as they are in respect of intermediary services.

For example, for an investment of £100,000 our initial fee would be up to £3,000 and our ongoing would be £1,000 per annum. This would fluctuate in line with the underlying investment value.

For specific projects or where there is a requirement for advice without investment, we can agree a fixed charge for the work involved.

For facilitating the purchase of an annuity our typical charge would be 2% of the purchase price, for example: if the purchase price of the annuity was £50,000 we would charge you £1,000.

For life insurance & protection advice it is possible for us to be paid in the form of commission where a product is arranged. It is also possible to pay by fee. These options will be explained to you by your adviser.

PLEASE GET IN TOUCH

Phone us on 0113 239 7900
Or email wealth@mw-fs.com