True Bearing Chartered Financial Planners, one of the North West’s premier IFAs, has promoted one of its most respected advisers.
Independent Financial Adviser, Mark Russel, has been promoted to Senior Associate Director, Mark joined the practice in May 2013. He advises across a broad range of areas and has a wealth of experience in planning and delivering a structured financial strategy for his clients.
George Critchley commented:
Chairman, George Critchley, commented on the promotion: “Mark has worked hard for his clients and our firm.. We are delighted to be able to acknowledge his efforts. He thoroughly deserves this promotion.
“We constantly focus on identifying and promoting individuals at all levels, who are not only significantly involved in our existing business but who are also showing the necessary initiative and commitment to help develop the firm for the future.”
Speaking about his promotion, Mark Russel said: “It is great to be part of a business that recognises and rewards the efforts of its staff. True Bearing has shown me immense support over the last three and a half years and I am thrilled to have been given this promotion.”
Other team recognitions:
In addition to this promotion, several other team members were rewarded at the firm’s annual conference. The para planning team were given ‘Team of the Year’. Independent Financial Adviser, Lorraine Galley, took ‘Most Improved IFA’. Maria Dabipi, Business Development Manager, was named ‘Most Improved Communicator’. Director, Mark O’Neill, was awarded ‘IFA of the Year’.
True Bearing continues to develop as a firm and has grown significantly since it was founded by George Critchley in 2003.