A Christmas Surprise For Our Managing Director

Financial Advisers Sutton Coldfield
Louise Lakin, Client Liaison & Martin Ward, Managing Director

At the end of 2019 we held our Christmas party at The Belfry.  We had a private room which gave members of the Senior Management Team the opportunity to say a few words. But our MD, Martin Ward got a surprise when our Receptionist, Olivia Arnold got up to speak.

2019 has been a very successful year for us, and the whole team had joined together to say a big “thank you” to our MD. On behalf of us all, Olivia presented Martin with a gift voucher for Hampton Manor, a nearby Michelin star restaurant with individually designed guest rooms.

The gift giving didn’t stop there! Both Martin Ward, and our team of Financial Advisers, who provide financial advice in Sutton Coldfield and across the region, both expressed their thanks to our Paraplanning, Client Support and Client Liaison teams who support them throughout the year. Every member of our support teams was presented with a gift from both Martin and our Financial Adviser team.