We are delighted to announce that we have appointed two new financial advisers to help support us with our rapidly growing client base.
Back in February this year, we celebrated our 10th year in business. Having nearly doubled our team size and increasing turnover by 35%, since the same time last year, it was our most successful year to date, which we couldn’t have been more thrilled with.
Stephen Harrison has over 25 year’s experience in the financial sector, working in roles for various global companies such as MetLife, Axa and Prudential before joining us here at Sheards Wealth Management.
Nicholas Partington built up a wealth of knowledge through setting up and Auto-enrolment solutions business in 2012. He has now joined our wealth management team and is working towards his diploma to become a qualified independent financial advisor, with the ambition of acquiring a charted status.
Mark Stewart, Director of Sheards Wealth Management, commented:
“I am delighted to welcome Stephen and Nicholas to the team. This is a very exciting time for Sheards Wealth Management, as we welcome not just one, but two new members of staff to our rapidly growing team. I have no doubts that both Nicholas and Stephan are going to be real assets to our team, and I look forward to seeing their outstanding customer service skills in action while they help our clients reach their financial goals.”
We can’t wait to see both Stephan’s and Marks skills in action while they’re helping our clients reach their personal financial goals.