The nature of our client base and the organic growth we have achieved means that our clients are based throughout the UK. We believe that our strong emphasis on personal service has been key to the longevity of the relationships we have built up with families which in many cases straddle two or more generations.
Furthermore, over the years we have forged close links with other professionals including accountants, solicitors and stockbrokers, giving our clients a greater depth of resource and support. This range of expertise enables us to work closely with you to develop effective financial planning strategies to manage your wealth today, and to protect this wealth in the future.
Michael Earnshaw DipPFS, Cert CII(FS), Director
Tel: 0161 969 6333, Email: firstname.lastname@example.org
I have worked in the industry for over 25 years and am fully qualified to provide financial advice. In addition to the standard Financial Planning Certificate, I also have Advanced Financial Planning Certificates in Personal Investment Planning, and Taxation and Trusts*.
I am committed to ensuring that my industry knowledge remains relevant and current by placing a strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and yet very personal service.
Outside of work I was a qualified RYA sailing instructor and proudly held the RYA/MCA Yacht Master certificate. However, work and family life have kept me off the water now for the past three or four years but never say never. Other than that, I enjoy anything outdoors.
*Trusts are not regulated by the Financial Conduct Authority.
Christine Beswick PA, Secretary
Tel: 0161 969 6333, Email: email@example.com
I joined the team in May 2000 as a Personal Assistant and Secretary. My main role is to assist Director Michael Earnshaw, organising his diary, making appointments and compiling reports for clients. I also help in the general running of the office.
Prior to joining the team, I worked for a telecommunications company Cable & Wireless for 7 years dealing with customer billing enquires and also as a Team Leader. I also worked for Provident Life for 11 years as a Secretary/Receptionist and looked after 9 sales advisers and a Regional Manager in relation to investment/mortgage business.
I thoroughly enjoy organising office functions/parties and ensure that everyone is included and joins in. My hobbies include shopping and horses.
Catherine Earnshaw, Accounts Administrator/Secretary
Tel: 0161 969 6333, Email: firstname.lastname@example.org
I joined the company back in 1990, working as a secretary to Stuart Earnshaw and have been chained to my desk ever since! I met and married Mike in 1999 and together we have two boys, aged 17 and 14 and a seven year old, slightly daft Cavalier King Charles Spaniel.
My position in the company has somewhat changed from its original administrative role as I now deal with all manner of internal accounts, working on a part-time basis, although I still assist with reports as and when necessary.
Outside of the office, I enjoy walking, eating out, holidays and socialising in general (I love a good party). As my family live in Ireland, I also spend a lot of time in the Emerald Isle enjoying the peace and quiet of the countryside.