9th July 2021
A highly experienced financial planner has joined MSI's Northern UK accoutning member Armstrong Watson’s top-rated team of advisers. James Marlow has been appointed as Regional Financial Planning Manager and will be based in Yorkshire.
Having worked in financial services for 19 years, James has experience providing advice to businesses and individuals.
He joins Armstrong Watson from HSBC where he led an advice team, coached and trained advisers and was key to the development of its specialist pension transfer team. Prior to this, he worked as an independent financial adviser.
At Armstrong Watson Financial Planning he will work with Managing Director Iain Lightfoot and Head of Advice David Squire to add value and grow the business further, advising clients as well as supporting a team of the firms advisers.
Iain said: “James will be a huge asset to our team and will ensure we continue to help our clients achieve prosperity, a secure future and peace of mind.”
“His considerable expertise in providing both personalised financial advice to businesses and individuals, combined with his supervisory knowledge and skills, make him the perfect fit for Armstrong Watson. James complements the rest of the team we have been developing in Yorkshire to deliver great financial advice to more clients who value and need our help and support, particularly in relation to Retirement, Inheritance Tax and Investment planning.”
James said: “I’m thrilled to join Armstrong Watson. From the very start, it’s clear to see it’s a growing business that continues to invest in its people with such a supportive framework, and despite covid, the business has been dynamic and innovative in order to continue to thrive.
“I’ve been very impressed by the planning and onboarding and how willing everyone is to help, it’s got a great culture and feel to it and I’m looking forward to adding value and building on the existing success of the business.”
This year 13 of Armstrong Watson’s dedicated financial planning consultants were rated amongst the most-trusted in the country. This national recognition was based on positive client reviews from VouchedFor.co.uk, the UK’s leading ratings site for financial advice professionals.
Overall the firm was rated 4.8 out of 5 based on 368 verified reviews from clients.
Armstrong Watson has been advising and protecting clients across the North of England and Scotland since 1867. With 16 regional offices from Glasgow to Leeds, 38 partners and over 400 colleagues, we’re focused enough to provide a truly tailored service and large and experienced enough to work alongside any size of business, delivering a complete remit of services equal to top tier firms.
View firm profile
Global accountancy alliance appoints EY business leader https://t.co/V6S6JCpcPE
Thank you for including our news on the appointment of @AndrewDLeck as the new CEO of @MSI_Global https://t.co/JyAft1NCvx
Thank you for covering the news on the appointment of @AndrewDLeck as MSI's new CEO @AccountsTodayUK https://t.co/g23pEZwWLu