Adele's introduction into financial services began in 2000 where she worked for a small independent IFA practice and commenced her studies to attain qualified status. Her career progressed and saw her move to a start-up independent IFA practice where she gained a wealth of knowledge by assisting the owner in establishing his business whilst continuing her studies. Her final career move before establishing MWM saw her join one of the world's largest accountancy practices where she was employed in their financial advisory arm. Adele has brought this breadth of knowledge and experience into the MWM proposition.
Adele specialises in providing independent and tailored advice to individuals, families and Trustees and on occasions also acts as a professional Trustee. Adele takes great pride in building long term client rapport which is evidenced by MWM's client following and retention, which she believes is not only down to the quality of the advice provided but the personalisation of each client relationship.
During her time in the sector she has also developed a wide network of professional contacts and can therefore confidently cross refer where expertise is required outside her remit.
Adele has an Honours degree in Economics, is an Associate of the Chartered Insurance Institute, the Personal Finance Society and the Institute of Financial Planning. Adele is also one of only a few advisers who are both Certified and Chartered Financial Planners which highlights her dedication to her chosen profession.
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© MWM 2016
Millcroft Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales under No. 7887233.
Registered office 8 Winmarleigh Street, Warrington, Cheshire, WA1 1JW.