MAC Group are delighted to celebrate the recent exam success of Ed Walter, Head of Private Client Advisory at MAC having passed the Level 6 Advanced Diploma in Financial Planning and becoming a Chartered Financial Planner.
Reaching chartered status, Ed has successfully achieved the highest possible qualification for a financial adviser through passing one of the toughest and most prestigious professional tests in the industry and is now a fellow member of the Personal Finance Society.
Having worked in the Financial Services Industry for over 30 years, as Head of Private Client Advisory, Ed has applied his wealth of experience to develop an engaging and supportive environment for the financial journey of all MAC clients. He has also continued to encourage the academic journey of the MAC Team. This has resulted in no less than 13 individual exam successes in 2022 with a further 4 exam sittings before New Year.
CEO, Jon McGowan states “I am immensely proud of all our financial advisers for the efforts they put into supporting their clients and each other. MAC advisers not only show immense day to day dedication, but also in the extra commitment they put in to being the best in the business, continually learning and exploring what more they can do. Ed’s latest achievement is a superb example of the aspirations of our whole team.
Introducing the MAC Commercial Insurance Team
MAC Commercial and Professional Risks Limited (‘MAC Comm’) was founded in 2009 to support MAC Financial clients’, and other businesses, with their local and international insurance exposure. The small but dynamic team soon earned an enviable...
How to boost your UK NI contributions
MAC Financials’ Independent Financial Advisor, Kinry Glassey, explains how it is possible to purchase additional UK National Insurance contributions, which could boost your UK State Pension.
Acquisition of the insurance broking business of AON (Isle of Man)
The combination of Aon’s insurance broking business with the MAC Group will result in a market leading local broker of a scale that will be of long-term benefit to all clients. The sale of the business to MAC Group was completed on 31 January 2023....
Financial Planning in Volatile Times
Every day seems to bring more news about challenges in the economy with negative impacts on financial markets. What does this mean for your pensions and investments and what should you do about it? What's happening? Markets are currently reacting...
Do you have an old pension that needs some attention?
If you have worked for more than one employer who offered a workplace pension over your working years, then it’s possible that you have a workplace pension which you no longer contribute to. We refer to this as a frozen pension. If you are...
Independent Financial Adviser
Are you passionate about your clients' financial wellbeing?Contact MAC House 64a/65 Athol Street Douglas Isle of Man IM1 1JE Tel: 01624 639450 E-Mail: zoe.ellis@macgroup.imMAC Financial Limited is the Isle of Man’s leading financial services...
The Russia-Ukraine War and the Financial Institutions insurance market
Gallagher Update: Global insurance losses from the Russia-Ukraine war could range from USD 16 billion to USD 35 billion, with reinsurers expected to assume 50% of those claims, according to a report published by S&P Global Ratings1. There are...
Vanguard LifeStrategy Funds
Quarterly Newsletter, March 2022 This quarterly newsletter is designed to give Vanguard LifeStrategy investors an insight into how the funds are constructed, how they’re performing and what’s been happening in the global economy and world markets....