News

SWP Adviser story – Eamonn Lynch

Independent Financial Adviser (IFA), Eamonn Lynch, Dip PFS, joined Suckling Waddington Partners (SWP) in 2013 and has devoted his working life to the financial services industry for more than 35 years. Since leaving school at 18, Eamonn has undertaken senior business-to-business roles for some of the largest financial services companies in the UK. He spent the first ten years in banks, then in Business-to-Business pensions and insurance. The last 10+ years have been spent in financial advice, his extensive experience underpinned by a Diploma in Financial Planning from the Personal Finance Society.

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Newly qualified IFA sets her sights on retirement

Financial adviser, Lindsey Jones, joined the Suckling Waddington and Partners (SWP) team in November 2020, after a long career in banking with roles at Nationwide, Abbey National and Santander. Wife & mum of two boys, Lindsey, lives with her football crazy family in Upton Upon Severn where she spends her spare time supporting her boys who both play for local football teams. She started her career in financial services as a customer service adviser in 2002 and moved onto to be a customer relationship manager, dealing with high value clients and working alongside financial planners.

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MPA & SWP to Sponsor Barnt Green Cricket Club

We are pleased to announce that MPA, along with our appointed representatives Suckling Waddington Partners (SWP), will be coming out to bat for Barnt Green Cricket Club this season following a new sponsorship agreement. The agreement sees MPA and SWP become shirt sponsors of the Birmingham and District Premier League team, meaning that both our logos will be displayed on Barnt Green’s whites for the upcoming 2022 season. MPA will feature on the front of the shirt whilst SWP will appear on both sleeves.

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Unexpected events and the effect on Equities

Unexpected world events which have sudden, material impacts on the financial markets are nothing new. It is important to keep uncertain headlines and volatile moves in perspective by looking back at the equity market’s performance during and after similarly disruptive past events. While at the time it can feel like a crisis is rapidly unfolding and the smart course of action is to move out of the way, history reveals this would have had a devastating effect on an investor’s long-term returns.

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ESG investing – The new normal?

Needless to say that the events of the last several months have caused large scale disruptions to the lives of everyone and will no doubt fundamentally change our outlook on many issues. Possibly one of the few beneficiaries from the enforcement of global lockdowns across the world could be considered to be the environment. Reportedly, air quality has improved due to the fewer cars on the road, the skies are free from the condensation trails left by aircrafts, while in Italy, the Venice canals have never looked clearer, as motorised boats and giant cruise ships have disappeared.

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First Impressions Count: Gary Cowley.

Partner at Suckling Waddington explained first impressions are important, so when clients walk through our door they are greeted quickly by our administrators, who are welcoming and friendly and make our clients feel at ease. In our launch into the world of social media we want to convey the same ethos and approach of being warm and welcoming. The company has existed since 1973. We have a good reputation locally and a lot of clients.

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A Warm Welcome To Our Office: Gary Cowley.

Our office building is an old terraced house. It does not have neon signs at the front, but it is ideal for our client bank. The vast majority of our clients are from Worcestershire and Warwickshire, areas that are traditionally laid back and warm. People want an experience that matches that. Gary Cowley was interviewed by Citywire about the importance of first impressions and a warm reception. “I can understand the temptation to have a flashy office, where it looks like there is a lot of money being spent on it.

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Appointed representatives of MPA Financial Management

We are delighted to announce that as of 1st August Suckling Waddington became appointed representatives of MPA Financial Management. Through our relationship with MPA we benefit from the know how of a successful business based in Henley in Arden, sharing our core values and ethos and putting clients first. MPA is a Chartered firm, well respected in the region. MPA have a 50% stake in the business having bought out founder Alan Poole’s shares.

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