Samantha Hall has been appointed as an Independent Financial Adviser at MAC Financial.
Samantha joined MAC Group in November 2023, boosting the team of qualified financial advisers to eight. After leaving Ballakermeen High School in 2015, Samantha joined a financial advisory company, working across the business gaining experience in administration, paraplanning and providing independent financial advice. At MAC Financial, Samantha will be responsible for providing advice on pensions, investments, protection, and cash flow to both corporate and private clients.
She qualified as an Independent Financial Adviser in 2017 upon completion of the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning. Her professional achievements were recognised by the CII Isle of Man who awarded her ‘Young Achiever of the Year’ for her success in the industry in 2017 and the Glyn Gilbert Award for ‘Outstanding academic success’ in 2018. Samantha also holds the Certificate in Discretionary Investment Management and the Certificate in Pension Transfer Advice.
About her appointment, Samantha said:
‘The MAC Group has an excellent reputation in the Isle of Man, and I am proud to join the growing team. I look forward to using my experience to help our clients achieve their financial goals. With MAC’s support, I am excited to complete my journey towards chartered status with the CII.’
Head of Private Client Advisory, Ed Walter added:
‘Samantha has been a brilliant addition to our talented team of qualified Independent Financial Advisers. She is well-known within our industry for being a driven, dynamic and well-respected adviser – we’re delighted that she has joined MAC Financial and settled in so quickly.’
MAC Financial is part of the MAC Group, the Island’s largest Independent Financial Advisory and Insurance Broking Group. Throughout 2024, MAC Group will commemorate a landmark two decades in business, having been founded by Jon McGowan in 2004.
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