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Edgewater invests in the future

Terence Lundin

Edgewater, the Isle of Man’s largest independent financial advice firm, is delighted to announce the appointment of four new advisers. Samantha Hall and Terrence Lundin have been appointed as Financial Consultants in the Private Client team, and Emma Keogh and Kyle Crouser as Protection Advisers. All four bring a wealth of experience to their respective roles from diverse backgrounds.

Terrence and Samantha in our Private Client team will specialise in offering holistic advice on investments, pensions, and insurance to Edgewater’s non-corporate client base. Both Samantha and Terrence are members of the Personal Finance Society and hold the Level 4 Diploma in Regulated Financial Planning.

Terrence left his native South Africa and lived in London for 8 years before moving to the Island in 2008. His passion – beyond spending time with his wife, son, and dogs – is providing excellent service and helping people to achieve their financial goals. Samantha has been with Edgewater for 6 years and, through her work ethic and determination, progressed quickly to become a key member of the team. She is a past recipient of the Glyn Gilbert Award from the Insurance Institute of the Isle of Man for outstanding academic achievement in completing her Level 4 Diploma before age 21.

Emma and Kyle in our Mortgage and Protection team will advise clients with lending and insurance needs. Between them, Emma and Kyle have over 20 years’ experience in financial services in Ireland and South Africa, respectively, and are members of the Personal Finance Society, studying for the Level 4 Diploma in Regulated Financial Planning.

Kyle moved to the Isle of Man in January 2020 with his wife and two sons, having successfully run his own advice business in South Africa. He is a coach at Vagabonds Rugby Club and applies the same commitment off the field in obtaining the right result for his clients. Emma joined Edgewater in March 2019 after 7 years in an international bank in Dublin and previously worked as a Client Manager and Paraplanner in Edgewater’s Corporate Solutions team. She cares deeply about her work and will always ‘go the extra mile’ in achieving the correct result for her clients.

Commenting on the appointments, Sandra Cardwell, Managing Director of Edgewater, noted: “We have seen considerable expansion over the past 4 years, through business acquisitions and our increased profile, and our new advisers will deliver a further boost in providing outstanding service to our clients.

“Much has been made in the press of the age profile of our profession with one recent survey claiming over 60% of financial advisers plan to retire in the next 10 years. However, with three of our new advisers aged under 35, we are pleased to be bucking the trend. I am reassured that the future of financial advice on the Isle of Man is in safe hands.

“I look forward to working with all four members of our team in the years ahead to help shape our clients’ financial future.”

 

About Edgewater Associates Limited

 

Edgewater Associates Limited is the largest independent financial advice firm in the Isle of Man. Their highly-qualified consultants advise on all aspects of investment, pensions, mortgages and personal and corporate insurance policies. Edgewater Associates Limited is licensed by the Isle of Man Financial Services Authority and is registered with the Financial Services Authority in respect of General Business. IOM Company Registration number: 082727C. Registered office: 1st Floor, Clarendon House, Victoria Street, Douglas, Isle of Man, IM1 2LN.

 

About Manx Financial Group PLC

 

Manx Financial Group PLC offers retail and commercial banking services, payment solutions, foreign exchange, money saving solutions, wealth management, general insurance and life insurance through its subsidiaries Conister Bank Limited, Edgewater Associates Limited, Manx Financial Limited, Manx FX Limited, Manx Incahoot Limited and Conister Card Services Limited. IOM Company Registration number: 004908V. Incorporated in the Isle of Man. Registered Office: Clarendon House, Victoria Street, Douglas, Isle of Man, IM1 2LN.

 

For more information, please contact:

Denise Walton, Business Support Manager

dwalton@edgewater.co.im

01624 654 010