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Meet the Private Client Team

Meet the Private Client Team

11 Oct 2016

In a previous article, we promised to introduce you to the teams within Eastwood Financial Services and we will start with our Private Client Team.

The aims and objectives of our Private Client Team are quite simple – the team helps our clients build their wealth and then protect it. We do this by making use of tax advantages, products and sensible, reviewable investment strategies.

Our Private Client Team has been headed by Anthony Flowers since June 2015 and Anthony is responsible for the development of the team, its client proposition and also the advisers who work within it.

Anthony himself works as an adviser and the other advisers within the team are Andy McCracken, John Smith, Dominic Cooney, Richard Turner and Matthew Remmer. On occasion, advisers within the Corporate Services Team are also involved in Private Client work and we’ll be introducing you to the Corporate Services Team in a future article.

The advisers are supported by a dedicated administration team and Karen Spark, our Operations Director is responsible for the compliance, procedures and development of this team.

In the day to day running of this team, Karen is supported by Richard Parkin and Michelle Dutton. Richard leads the administration team and Michelle is our Client Services Manager. The administrators who work within the team are Kayleigh Senior, Dawn Pugh, Tracey Kaye and Diane Sutcliffe. And of course we mustn’t forget our two Receptionists, Julie Beaumont and Lesley Wall.

Our Private Client Team has grown over the years and continues to do so in terms of clients old and new. We are very proud to be an independent, unrestricted and whole of market advisory firm and the range of skills and specialisms that we possess within this team enables us to help and advise individuals with differing needs and circumstances, from all walks of life.

If you would like to find out more about our Private Client Team and the services that we provide, please do not hesitate to contact either Karen Wynard, our Managing Director, or Anthony Flowers by email to karen@eastwoodfinancial.co.uk or anthony@eastwoodfinancial.co.uk for further information. For more details on the individuals who make up the team, please take a look at our ‘meet the team’ section and you’ll find photos and short biographies on each team member.