Our Team
Ian started his financial services career back in April 1987 and believes that his experience has stood him in good stead over the last 23 years of advising clients.
Ian began his career working for an Independent Financial advisers in Bolton called Henry Knott Associates where he was an adviser for over 10 years. At the beginning of 2000 he started his own practice, Ian Taylor Financial Planning, working from a local Accountancy practice where he built a loyal band of customers with whom he still deals today.
In 2004 Ian formed a new company with his long term friend Stephen Owen. The company, now called MS Wealth Management, is supported by a dedicated team of individuals who have helped the company build an efficient and robust investment process, which that has helped clients to achieve very impressive investment returns. The company is working towards Chartered status and both Ian and Stephen feel that the company is in an ideal position to go from strength to strength.
Stephen Owen, director of MS Wealth Management, has over 30 years experience in the financial sector.
During that time he has helped many of his clients achieve their financial objectives. Stephen has a lifetimes experience, either in business helping directors plan their exit or with families helping them to manage their wealth.
Over the years Stephen has worked with hundreds of cilents to help them get their desired lifestyle.
Stephen's goal for MS Wealth Management is to provide a service for all clients that is unrivalled within the financial services industry, concentrating on attention to detail in every aspect.
Joanne started her career in Financial Services at the Royal Bank of Scotland over 20 years ago, where she received excellent levels of training and experience arranging Mortgages and Protection provided via the RBS product portfolio.
As she successfully completed further Financial Planning qualifications she wished to expand the advice she gave to include Retirement funding and Investments and so moved to Abbey National (later to become Abbey and then Santander)
As her knowledge, experience and confidence grew she knew the time was right to move to a wider scope of advice, to enable her to provide a full service to her clients by accessing the Whole of the Market for Financial Services. Joanne sincerely believes that being an Independent Financial Adviser is the best way she can look after her clients.
As MS Wealth Management grew it was felt within the company that each member of the team should take on a specialist area to be able to offer an even higher standard of advice and knowledge to their clients. Thus in 2009 Joanne joined the team as a Mortgage and Protection adviser to look after the specialist lending required by her clients on properties both in the UK and abroad for residential and commercial use.
Mark is MS Wealth Management's Paraplanner and Technical Adviser. He has been employed by MS Wealth Management since August 2008 and has been working within the Financial Services arena for just over 8 years.
Mark is a member of the Personal Finance Society. He has so far achieved the CII's Certificate in Financial Planning and is currently well on his way to attaining the Diploma in Financial Planning.
On a day to day basis, Mark's role is to manage and support the advice process for both advisers and clients. This includes managing administration and client liaison work to ensure client files are always ready and in order for client appointments.
Mark's role also involves providing and being responsible for paraplanning for clients' needs, including product research, solution design and report writing.
Mark is also a designated point of contact for clients who have any specitic queries regarding those of a more general nature.
Andrea has worked for MS Wealth Management since 2004.
Andrea provides both clerical and administrative support to professionals, either as part of a team or individually. She is involved with the co-ordination and implementation of office procedures.
Andrea's work involves both written and verbal communication, word processing and typing, and requires relevant skills such as IT and typing, organisational and presentation skills, and the ability to multi-task and work well under pressure, often juggling several tasks at once.
Andrea will make sure when you visit the office that you get a warm welcome and makes the best coffee this side of Bolton!
Alison is our company secretary, and has been with MS Wealth Management since the start of January 2004. Before this Alison worked along side Stephen when he set up his own financial service practice in 2000.
Alison is an active member of a women's business group representing MS Wealth Management. In the office Alison is responsible for our accounts, compliance issues, staff development, health and safety, as well as dealing with company matters. Recently has achieved qualifications in Business Management and Administration.