A growing team focussed on building relationships and offering face-to-face advice

We are bucking a general trend in financial services by growing the number of face-to-face financial advisers in our team. 

We have recently taken on two additional Financial Planning Consultants to support the growing need of quality and bespoke financial planning advice to individuals and businesses in the Carlisle and North Cumbria areas. 

Steve Shovlin (seen on the right) joins Armstrong Watson Financial Planning with over 20 years’ experience in supporting and advising clients after working at both Santander and RBS locally in Carlisle. 

Marcus Dodds has over 11 years’ experience following positions held at Co-op Insurance, Santander and Barclays Bank.  Both Steve and Marcus are well known in the local community. 

Steve comments:
‘I am thrilled to join the team at Armstrong Watson and support clients in achieving their financial goals offering advice and solutions from the whole of the market tailored to each client. Listening is crucial in order to gain a depth of understanding of what a client requires to meet their financial objectives. My role is to offer the best advice, taking into account all possible options and solutions available to meet their needs and I get great satisfaction in being able to help clients achieve this.

Marcus comments: 
‘Joining the team at Armstrong Watson has been fantastic for me as it allows me to continue with the part of being a financial adviser that I enjoy the most; developing relationships with clients based on trust and understanding. I love working with people to ensure that they have the right advice and support. Understanding their needs and offering advice with the aim of achieving results they aspire for is rewarding and I’m a great believer in removing the jargon that is so often common in this profession. I’m excited to be able to offer this as part of the Armstrong Watson team.’ 

Derek Baty, Financial Planning Director comments: 
‘We are delighted to have Steve and Marcus join the team bringing their skills, experience and enthusiasm to enhance our team based here in Carlisle. Both are well known locally and many of our clients are already benefiting from their knowledge and personal approach. There’s a general trend across the financial services industry at the moment to move away from offering face to face financial advice. 

Here at Armstrong Watson, it’s at the very heart of what we do. Our aim is to build lasting relationships, obtain a detailed understanding of our client’s needs to be able to offer the very best advice taking into account any solutions available from across the whole market. 
This means that we take away the worry and stress and that our clients get the very best advice for their needs. Steve and Marcus are already proving to be invaluable members of our team, enabling us to support a growing number of clients with valued face to face financial advice.’ 

 

Find out more about our financial planning team and how they can help you

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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