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MBL Financial announce three senior appointments

by isleofman.com 22nd February 2011

MBL Financial has announced three senior appointments within the company.

 
Steve Burdett has been appointed as business development director after joining MBL in 2005. He previously worked as a senior financial consultant providing independent financial advice to local and international clients. 

 

Steve is now responsible for working with international life and pension professionals to develop products and solutions that meet the ever changing needs and demands of clients.

 

He said: "I am delighted to be appointed to the role of director within MBL Financial and have the opportunity to build on the 25 years of service that we have provided our clients.

 

"Over the past six months there have been significant developments within our company and we have strengthened our service proposition to the Island and grown our team to 20 staff and now service around 5000 private clients."

 

Ed Walter has been appointed as sales director. Ed has over 18 years experience of financial services with the last 14 coming in the advice sector. Ed re-joined MBL in 2008, following a successful three and a half year period with a major offshore bank.

 

His responsibilities include day to day management of the company's team of financial consultants, whilst ensuring his own portfolio of local and international clients are looked after.

 

Echoing Steve's comments, Ed added: "MBL is positioned at the forefront of the advice sector on the Island and it is a fantastic opportunity to be involved in the day to day running of the company at such an exciting time.

 

"It is our intention to be regarded as the number one provider of financial advice locally and with the team we have in place, which boasts in excess of 270 years experience between them, we are well placed to achieve this goal."

 

Tracy Prescott has been appointed as sales support manager and also continues her role as financial consultant.

 

She started her career undertaking a modern apprenticeship and went onto work for a major international bank for eight years in several jurisdictions. She joined CFS Financial Consultants in 2008 working as a financial consultant and para planner to the company directors.

 

Through the merger of MBL Financial and CFS Financial Consultants Tracy continues in a dual role and remains MBL's only female financial consultant.

Posted by isleofman.com
Tuesday 22nd, February 2011 04:54pm.

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