A growing team to meet the financial planning demands of the South Lakes

Our financial planning team is celebrating again this month with the promotion of Chartered Financial Planner; Peter Bouweraerts to Financial Planning Director and Amanda Heys to a Financial Planning Consultant. 

Peter and Amanda provide bespoke financial planning advice to clients in the South Lakes area and between them have decades of experience and expertise in supporting clients in what can be complex areas. 
There’s a team of six now at the firm’s Kendal office working together to benefit their clients by providing a service all under one roof bringing in other specialists from around the firm to support clients and help them get the very best solutions for them depending on their circumstances. 

Peter Bouweraerts comments: 

I am absolutely delighted to be promoted to Director, after working in financial services for over 16 years and looking after the people in the South Lakes area for the last nine years. My passion is working with clients and really getting to know them so I can understand what’s important to them so that I can provide solutions to suit their needs. We’re not afraid to challenge things and our team here in Kendal works so well together in finding the right solutions for our clients. The client experience is very important to me and I’m passionate about using my technical knowledge and experience which can often be described as complex areas and really make a difference to a client. It’s about creating a caring, genuine relationship. Asking people to put their trust in you when it comes to their finances is huge, and I feel that I’m in a privileged position to help people achieve their financial aspirations.’

Amanda Heys comments: 

‘Having worked for Armstrong Watson for the past 12 years, I have built up fantastic relationships with our clients so I’m delighted to be taking on a role as Financial Planning Consultant. Our financial planning team in Kendal works closely with other specialist departments within Armstrong Watson which I believe adds a real benefit to our clients as we have the ability to see the bigger picture and identify other areas where we can add value. Working in such a close team enables us to provide the best solutions for clients resulting in positive outcomes. I love meeting and helping people and having worked in financial services for 30 years, I have gained a significant level of experience and expertise which helps me offer bespoke advice to clients.  We have an open door policy here in Kendal which means we’re always there when needed and we genuinely care about putting our clients in a better position financially than they were. This is what gets us out of bed in the morning!’ 

David Squire comments:

‘It’s fantastic to be recognising two brilliant members of our financial planning team with promotions. This means that we’re able to help and advise more people within the South Lakes area while ensuring they benefit from the collective knowledge and experience from within our specialist teams. Our team has grown to meet the demands of our clients and to ensure that we maintain the very high service levels and support which our clients require. Our growth is down to the fact that our enthusiastic and highly experienced team genuinely love helping people and their passion for this shines through. We’re looking forward to helping more people in the South Lakes area in the future.’  

 

Find out more about how our financial planning team 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.

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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