Promotions at Accountants and Financial Advisers Boosts Service to Clients

Armstrong Watson is delighted to announce the promotion of two team members this month. David Squire, (Kendal) has been promoted to Partner, and Lindsay Marrs, working from the Carlisle Rosehill office has been promoted to Director.

The promotions are part of Armstrong Watson’s ongoing commitment to providing the highest quality service to clients, strengthening the position of the very best employees so that they can provide proactive advice and support to a greater number of clients. David Squire has in financial services for over 20 years and has a passion for giving face to face advice and adding value to the clients he works with.

David Comments:
‘I have worked for Armstrong Watson for nearly ten years; close to half my working life. Becoming a partner in such a vibrant, forward thinking and focussed business makes me feel both excited and proud. The financial services sector in the UK is facing a very challenging time with many businesses, particularly the banks, shedding jobs and markets suffering unprecedented volatility. My role is focussed on helping to lead the firms financial planning team and I am passionate about continuing to make our advisory offering to clients and prospective clients clear, fair and compelling. Auto enrolment is one of the biggest challenges faced by our clients over the next couple of years and I am particularly enjoying working with local firms to help and support them through the changes enabling them to get on with running their businesses.’

Paul Dickson, Managing Partner commented:
“I have worked closely with David since he joined Armstrong Watson. David has been instrumental in helping our financial services business become recognised as one of the leading financial advisory firms in the North of England and South of Scotland. As a Chartered Financial Planner, David is focused on ensuring that our clients get the very best levels of advice and service. David’s appointment to Partner will ensure that we continue to lead in the field of financial services in the North of England and South Scotland.”

Lindsay, 32, started working for Armstrong Watson when she was 16 years old and has gained experience and qualifications through the Armstrong Watson training scheme. She qualified as a chartered accountant in 2004, and has moved up the ranks to Director. Her hard work and farming background means that she’s well placed to support farming clients, helping them to meet the challenges of running a farming business.

Lindsay says “I am delighted to have been recognised for my work and receive promotion to Business Services Director. I thoroughly enjoy my job, am proud to work at Armstrong Watson and be part of a great team, providing proactive advice to businesses. The majority of my clients are farmers or in agricultural related services and being brought up on a the family dairy, beef and sheep farm has given me a background that allows me to understand, first hand, of the issues affecting their businesses. I am looking forward to continue to support and work with my clients in the future.”

Paul Dickson, Managing Partner commented:
“Lindsay’s commitment to her clients, providing a great service and proactive advice to farmers and agricultural related business is recognised within Armstrong Watson and is why it was easy for us to recognise this, promoting Lindsay to Director. Lindsay’s promotion strengthens our commitment to the agricultural community in Cumbria through providing proactive solutions and advice to our agricultural clients. I look forward to working with Lindsay and wish her every success for the future.”

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.

Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW