Ed is MAC Financial Limited’s Managing Director and Director for MAC Financial Pension Trustees Limited (MFPT).

Ed is a long serving and a highly respected member of the MAC Financial team. Since joining the business in 2012, Ed has played a central role in shaping the direction of the business—building long-lasting relationships with clients, providing thoughtful leadership, and offering unwavering support to colleagues.

With over 30 years in the financial services industry, Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society—reflecting his dedication to excellence and to upholding the highest professional standards. In 2023, he was awarded the Glyn Gilbert Award for outstanding academic success.

Appointed as Managing Director in 2025, Ed leads MAC Financial and MAC Financial Pension Trustees day-to-day operations, ensuring the continued delivery of the high standards of service and advice that clients have come to expect. Both businesses comprise a team of 10 financial advisers supporting both private and corporate clients, alongside paraplanning, compliance, administration, marketing and pension administration teams.

Ed is passionate about nurturing his teams and supporting them through their professional qualifications. He promotes a culture of growth and collaboration within his teams, ensuring his colleagues have the tools and mentorship needed to succeed.

Qualifications:

• CII Diploma in Financial Planning
• CII Advanced Diploma in Financial Planning

Emma is MAC Financial Pension Trustee’s (MFPT) Team Leader. 

Since joining MAC in 2017, Emma has gained extensive experience within MAC Financial Limited and MAC Financial Pension Trustees.

As Team Leader, she oversees the day-to-day operations of the MFPT team, provides training and support to her colleagues, and ensures a high standard of service to pension scheme members. Reporting directly to Ed Walter, Director of MFPT, Emma works closely with advisers, service providers, and clients to maintain effective and efficient processes.

Emma’s responsibilities also include managing tax reporting, FATCA and CRS compliance, preparing data for Trustee Board reports, and administering investments. She ensures pension scheme records and financial requirements are up to date and supports members in navigating their pension and retirement options. Emma is dedicated to helping members understand their choices, providing clear information, and enabling informed decision-making.

As a Pension Trustee Executive, Jemma helps to administer MAC Financial Pension Trustee (MFPT) SIPP products. 

Often the first point of contact for MFPT clients, Jemma builds strong, trust-based relationships by providing personal and attentive service. She manages SIPP income payments, oversees transfers into the MFPT SIPP, and ensures that clients experience a thorough, efficient, and timely process.

Jemma ensures that pension scheme records and financial requirements are updated, supporting members as they navigate their pension and retirement options. She is dedicated to helping clients understand their choices by providing clear, straightforward information that enables informed decision-making.

Working closely with Emma Hannay, Pension Trustee Team Leader, and the wider team, Jemma provides seamless support. Her attention to detail and proactive approach help to deliver MFPT’s commitment to exceptional client service.

Clare is MAC Group’s Senior Compliance Officer and DLMRO. 

With over two decades of experience in the financial services sector, Clare has primarily worked within the regulated fund industry and has worked in compliance since 2018. Clare holds the International Compliance Association (ICA) Diploma in Governance, Risk, and Compliance and is a member of the Alliance of Isle of Man Compliance Professionals (AICP).

As Senior Compliance Officer, Clare works closely with Nigel McGowan, Head of Compliance, to support the seamless integration, implementation, and oversight of MAC Group’s regulatory obligations and business goals. She also collaborates with key stakeholders, including Ann Zachorecki, Group Broking Manager; Ed Walter, Head of Private Client Advisory & Director of MFPT; and Rebecca Netten, Head of Corporate Advisory.

In her role as DMLRO, Clare acts as a key point of contact for internal disclosures made by employees and is responsible for reporting these to the relevant authorities when required. She also handles the implementation of any notices or actions issued by regulatory agencies, ensuring MAC Group remains compliant with all applicable laws and regulations.

Qualifications

• ICA Diploma Governance, Risk and Compliance
• ICA Certificate in KYC
• Open University Foundation Degree in Working with Young People

Hannah is MAC Group’s Marketing & Communications Lead, focused on enhancing our brand’s visibility across the Isle of Man.

With a Marketing degree from Leeds Beckett University and a Chartered Institute of Marketing (CIM) Diploma, she has over 13 years of marketing experience gained from working in the Isle of Man and the UK.

In her role, Hannah works closely with the Executive Leadership Team to shape marketing strategies that span digital marketing, communications, and high-quality events. Her strategic approach ensures MAC’s message is impactful and aligned with our core values.

Dedicated to delivering excellence for our customers, Hannah ensures that everything we do at MAC is centered around their needs.

Qualifications

• BA (Hons) Marketing
• CIM Diploma in Marketing (Distinction)

Kirsty is MAC Group’s Client Services Manager and Data Protection Officer. 

She joined MAC in 2016, bringing six years of experience from the life assurance sector. Kirsty began her career at MAC Financial as an IFA Support and Trainee Paraplanner, working towards qualifications to become an Independent Financial Adviser. She soon shifted her focus to compliance, earning her Certificate in Compliance in 2018 and taking on roles as Deputy Money Laundering Reporting Officer and Data Protection Officer. In 2023, she was promoted to Client Services Manager.

In her role as Client Services Manager, Kirsty oversees the client services teams, coordinating their activities to ensure that our clients consistently receive the highest level of service. She works closely with Ed Walter, Managing Director of MAC Financial to identify opportunities for streamlining business processes and enhancing the overall client experience.

Additionally, Kirsty oversees the implementation and onboarding of Group Pension Schemes, working closely with group pension providers to deliver tailored solutions for new and existing clients.

Qualifications

• ICA Certificate in Compliance

Clare is the Private Client Services Manager at MAC Financial, overseeing the Thornton book of clients.

She joined MAC Financial in 2025, following the acquisition of the Thornton Chartered Financial Planners’ book of business.

With over 25 years of experience in the banking and financial sector, Clare brings a wealth of knowledge and expertise to her role. She also holds the Certificate in Leadership and Management.

As Private Client Services Manager, Clare plays a key role in maintaining strong client relationships and ensuring clients consistently receive the highest level of service. She works closely with Ed Walter, Head of Private Client Advisory.

Qualifications

• Certificate in Leadership and Management

George leads the paraplanning team at MAC Financial, ensuring that all technical support provided to Independent Financial Advisers (IFAs) meets the highest standards.

A qualified and experienced paraplanner, George combines strong technical skills with a client-centered approach. He joined MAC Financial in 2023 and quickly established himself as a valuable team member dedicated to precision and excellence in financial planning.

In October 2023, George achieved the Diploma in Regulated Financial Planning, marking a significant step in his professional development. His hard work and dedication were recognised by the Chartered Insurance Institute (CII) when he won the ‘Young Achiever of the Year’ award in 2024, a testament to his commitment and expertise. In 2025, he completed the Advanced Diploma in Financial Planning, attaining Chartered Financial Planner status.

Qualifications

• Advanced Diploma in Financial Planning
• CII Diploma in Regulated Financial Planning

As a Paraplanner at MAC Financial, Todd plays a vital role in supporting the advisory process by conducting comprehensive research on markets, investments, and pensions. His work ensures that clients receive accurate and up-to-date financial insights.

Todd joined MAC Financial in May 2023 as a Trainee Paraplanner, bringing over three years of life assurance experience. In August 2024 he passed the Chartered Insurance Institute (CII) Regulated Diploma in Financial Planning, reflecting his commitment to maintaining the highest standards in financial planning. He was promoted to Paraplanner in September 2024.

In addition to research and report writing, Todd collaborates with the rest of the Paraplanning and Independent Financial Advisers teams to ensure a seamless experience for MAC clients.

Qualifications

• CII Diploma in Regulated Financial Planning
• CII Certificate in Discretionary Investment Management
• CII Certificate in Securities Advice and Dealing

As a Senior Client Services Administrator, Gemma plays a pivotal role in supporting MAC Group’s corporate clients.

An experienced administrator, Gemma joined MAC Financial in 2022. In her senior role, she has built strong relationships with corporate HR contacts, providing responsive and high-quality service. Gemma manages and coordinates all corporate annual pension reviews, oversees enrolment processes, and prepares essential pre and post-meeting documents.

Gemma collaborates closely across MAC Financial, working with our Independent Financial Advisers (IFAs), Rebecca Netten, Head of Corporate Advisory, Kirsty Duke, Client Services Manager and the wider administration team to ensure clients receive the high standard of service MAC strives to deliver. She also plays an important role in enhancing our processes, continually seeking ways to improve efficiency and service quality.

In addition to her primary responsibilities, she assists with reception duties, greeting clients, handling phone inquiries, and serving as a first point of contact for clients and providers, ensuring a welcoming and professional experience.

As a Senior Client Services Administrator, Adam plays a pivotal role in supporting MAC Group’s private clients.

Adam joined MAC in 2020 after the acquisition of Island Financial Solutions Group and has since developed strong relationships with clients and providers, ensuring high-quality service.

His role includes the processing of new business applications, coordinating and preparing for Private Client meetings & providing day to day support to all MAC Private Clients, whilst collaborating closely with the product providers, our Independent Financial Advisers (IFAs), Ed Walter, Managing Director of MAC Financial, Kirsty Duke, Client Services Manager MFPT, and the wider team. Adam was promoted to Senior Client Services Administrator in 2025.

In addition to his primary responsibilities, Adam assists with reception duties, greeting clients, handling phone inquiries, and serving as a first point of contact for clients and providers, ensuring a welcoming and professional experience.

As a Client Services Administrator, Georgia provides administrative support for our Corporate Client team. 

Often the first point of contact for our corporate clients, Georgia coordinates pension enrolment and review meetings, by preparing and processing the essential documentation, and manages any follow-up actions to ensure our Corporate Clients receive a slick and efficient pension enrolment and review experience.

Georgia works closely with Kirsty Duke, Client Services Manager and the wider administration team to provide seamless support. Her attention to detail and proactive approach help to deliver MAC Financial’s commitment to exceptional service.

In addition to her primary responsibilities, Georgia assists with pension scheme implementations, telephone and mailbox enquiries, and acts as a friendly, professional point of contact for clients and providers.

As a Client Services Administrator, Julie provides comprehensive banking and administration support across MAC Group.

Julie joined Mac Financial in 2024, bringing a strong and dedicated background in customer service, administration, and banking experience. Primarily, Julie is responsible for managing income and account-related issues for corporate and private clients working closely with Zoe Ellis, Head of Financial Control and Business Performance. Additionally, Julie provides additional support as needed with Kirsty Duke, Client Services Manager and the administration teams.

She also assists with reception duties, including welcoming clients, handling phone enquiries, and serving as a key point of contact for clients and providers, ensuring a friendly and professional experience.

As a Client Services Administrator, Josh provides comprehensive administrative support for our corporate client services and group risk functions.  

Josh works across two key areas of the business. In Group Risk, he collaborates closely with Mike Stringer, Senior Group Risk Consultant, to support clients with Group Life, Income Protection, and Critical Illness cover.

In Corporate Services, Josh coordinates pension enrolment and review meetings by preparing and processing essential documentation and managing follow-up actions to ensure Corporate Clients receive a seamless and efficient experience. He works alongside Kirsty Duke, Client Services Manager, and the wider administration team to deliver high-quality service.

In addition to his primary duties, Josh is often the first point of contact for Corporate and Group Risk clients, handling telephone and mailbox inquiries. He acts as a friendly and professional point of contact for clients and providers, ensuring that all tasks are completed promptly to meet client needs.

As a Client Services Administrator, Tommy provides administrative support for our Corporate Client team. 

Often the first point of contact for our corporate clients, Tommy coordinates pension enrolment and review meetings, by preparing and processing the essential documentation, and manages any follow-up actions to ensure our Corporate Clients receive a slick and efficient pension enrolment and review experience.

Tommy works closely with Kirsty Duke, Client Services Manager and the wider administration team to provide seamless support. His attention to detail and proactive approach help to deliver MAC Financial’s commitment to exceptional service.

In addition to his primary responsibilities, Tommy assists with reception duties, greeting clients, telephone and mailbox enquiries, acting as a friendly, professional point of contact for clients/providers.

As a Client Services Administrator & Paraplanner Support, Tom provides comprehensive administrative support to both our Private Client Services and Paraplanning functions.

He plays a vital role in supporting MAC Financial’s Private Clients by processing new business applications, coordinating and preparing for client meetings, and providing day-to-day administrative assistance to ensure a smooth and efficient client experience. Tom's paraplanning duties involve collaborating closely with providers, clients, and Independent Financial Advisers (IFAs) to assist in preparing client reports, conducting research, and managing documentation that supports the delivery of tailored financial advice.

Tom works closely with Kirsty Duke, Client Services Manager; Adam Bennett, Senior Client Services Administrator; the Paraplanning Team and MAC Financial Pension Trustees.

As Group Broking Manager, Ann leads our team of insurance professionals and actively shapes MAC’s Insurance Broking strategy. 

Ann is a qualified insurance professional with over two decades of experience across personal and commercial underwriting, business development and broking. She joined MAC Insurance Brokers through the Aon (Isle of Man) acquisition. Ann is part of the Executive Leadership team.

Drawing upon her experience, Ann oversees all MAC Insurance Brokers client relationships, ensuring that clients receive the highest level of service. She is responsible for managing the team and has developed a collaborative and client-focused environment.

Known for her strategic approach and commitment to excellence, Ann is dedicated to helping clients achieve their goals through solutions that meet their unique needs.

In addition to her client-focused work, Ann is committed to developing her team, providing guidance and support as they progress through their professional qualifications.

Qualifications

• CII Diploma in Insurance

Contact

Email | ann.zachorecki@macgroup.im

Mobile | 07624 336640

Office | 01624 646167

As a Senior Account Executive, Craig is the first point of contact for a portfolio of commercial insurance clients. 

Craig has developed a deep understanding of the insurance market, particularly within the eGaming and tech industries, where he is well-known amongst clients. His technical expertise enables him to navigate the complexities of insurer offerings and tailor solutions that effectively address industry-specific risks.

Craig has over 10 years of experience working in the insurance sector in the Isle of Man and UK. He joined MAC Insurance Brokers in 2021 and his primary focus is to meet with new and existing clients to assess their risk profiles and identify tailored insurance solutions.

He places a great emphasis on taking the time to understand each of our client’s unique requirements and ensuring that any cover placed meets their needs.

Qualifications

• CII Certificate in Insurance

Contact 

Email | craig.gawne@macgroup.im

Mobile | 07624 450165

Office | 01624 864193

As a Senior Account Executive, Nick is the first point of contact for a portfolio of commercial insurance clients. 

Nick is an experienced insurance professional with over 35 years in the sector. He joined MAC Insurance Brokers through the acquisition of Aon (Isle of Man), where he served clients across diverse industries.

Nick’s background covers a wide range of insurance placements, including Professional Indemnity, Directors & Officers, Global Liability, Motor Fleet, and Commercial Combined cover. His experience spans sectors such as logistics, manufacturing, retail, engineering, eGaming, and financial institutions, giving him a deep understanding of each industry’s unique needs.

With knowledge that spans both industry-specific risks and the broader insurance market, Nick ensures clients receive comprehensive coverage that meets their specific needs.

Email | nick.watterson@macgroup.im

Mobile | 07624 375250

Office | 01624 646164

Beccy is an Account Executive for a portfolio of commercial insurance clients.

She joined MAC Insurance Brokers in 2020 and brings over a decade of experience in the insurance industry. Beccy holds the Chartered Insurance Institute (CII) Diploma.

Beccy supports clients with a wide range of commercial insurance needs, with a particular focus on Commercial Property and High-Net-Worth clients. She is committed to building strong client relationships and ensuring that their coverage matches their unique requirements.

In addition to her role at MAC Insurance Brokers, Beccy is an active Council Member of the CII Isle of Man branch, contributing to the ongoing development and professional standards of the local insurance community.

Qualifications

• CII Diploma

Email | beccy.miller@macgroup.im

Office | 01624 864194

Helen is an Account Executive for a portfolio of private and commercial insurance clients.

She brings over a decade of experience in the Isle of Man’s insurance sector, joining MAC Insurance Brokers following the acquisition of Aon (Isle of Man). Helen holds the Chartered Insurance Institute (CII) Diploma with a specialism in claims management.

At MAC Insurance Brokers, Helen plays a key role in supporting clients with Property and Liability insurance. Her deep knowledge of claims processes and technical details allows her to provide clients with informed guidance on managing and mitigating risks.

Helen works closely with clients to ensure that their insurance policies align effectively with their needs, particularly in complex claims situations, making her a trusted adviser for navigating challenging insurance matters.

Qualifications

• CII Diploma (Claims)

Contact Helen

Email | helen.hutchinson@macgroup.im

Office | 01624 646166

Holly is an Account Executive for a portfolio of commercial insurance clients.

Holly joined MAC Insurance Brokers in 2024, bringing over six years of experience in the Isle of Man insurance industry. She holds the Chartered Insurance Institute (CII) Certificate and is currently studying for the CII Diploma.

Before joining MAC Insurance Brokers, Holly worked for a local insurance business, giving her a unique perspective on risk management and insurance programs. With this underwriting experience, she can help customers navigate the complexities of insurance products and secure competitive terms.

Holly is dedicated to crafting tailored insurance solutions for her clients. She leverages her technical knowledge to identify potential coverage challenges and ensures that policies match their needs.

Qualifications

• CII Certificate

Email | holly.stembridge@macgroup.im

Office | 01624 646165

As Business Support Lead, Nikki plays a key role in supporting the MAC Insurance Brokers team and ensuring smooth operations through her work on client reports and customer risk assessments.

Nikki is an experienced insurance professional with over 30 years of experience gained in London and the Isle of Man. She joined MAC Insurance Brokers through the Aon (Isle of Man) acquisition.

Nikki draws on her extensive background to support Ann, Group Broking Manager and the wider team in meeting regulatory requirements, helping to ensure compliance and operational integrity.

In addition, Nikki manages credit control, overseeing all aspects of receipts, payments and reconciling transactions.

Email | nikki.wilson@macgroup.im

Office | 01624 646168

Ed is MAC Financial Limited’s Managing Director and Director for MAC Financial Pension Trustees Limited (MFPT).

Ed is a long serving and a highly respected member of the MAC Financial team. Since joining the business in 2012, Ed has played a central role in shaping the direction of the business—building long-lasting relationships with clients, providing thoughtful leadership, and offering unwavering support to colleagues.

With over 30 years in the financial services industry, Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society—reflecting his dedication to excellence and to upholding the highest professional standards. In 2023, he was awarded the Glyn Gilbert Award for outstanding academic success.

Appointed as Managing Director in 2025, Ed leads MAC Financial and MAC Financial Pension Trustees day-to-day operations, ensuring the continued delivery of the high standards of service and advice that clients have come to expect. Both businesses comprise a team of 10 financial advisers supporting both private and corporate clients, alongside paraplanning, compliance, administration, marketing and pension administration teams.

Ed is passionate about nurturing his teams and supporting them through their professional qualifications. He promotes a culture of growth and collaboration within his teams, ensuring his colleagues have the tools and mentorship needed to succeed.

Qualifications:

• CII Diploma in Financial Planning
• CII Advanced Diploma in Financial Planning

Tom is MAC Financial’s Advisory Manager and leads our team of qualified Independent Financial Advisers. 

With over 10 years of experience in the financial services industry, Tom specialises in pensions, investments, insurance, and retirement planning. He brings a strong focus on retirement planning and pension schemes, helping our private and corporate clients navigate the complexities of preparing for a financially stable future.

Tom’s approach to financial planning is practical and thorough, ensuring each client’s unique situation is carefully considered. He takes the time to understand his clients’ priorities and concerns, providing advice tailored to their needs. Whether it’s crafting an investment portfolio, selecting the right insurance products, or planning for retirement, Tom is committed to delivering solutions that offer peace of mind and financial security.

He holds a Regulated Diploma in Financial Planning, among other qualifications, and regularly attends industry seminars and workshops to stay current with trends and regulations in the financial sector.

Qualifications

• CII Diploma in Regulated Financial Planning
• CII Certificate in Mortgage Advice
• CII Certificate in Securities Advice and Dealing
• CII Certificate in Discretionary Investment Management

Ciaran is a Senior Independent Financial Adviser at MAC Financial, specialising in providing tailored financial solutions for both private and corporate clients.

With close to two decades of experience in the financial services industry, Ciaran built his knowledge with a solid foundation in paraplanning, before moving into an advisory role in 2013. He helps clients confidently navigate complex financial decisions by combining his technical expertise with a personal approach.

Ciaran’s expertise spans a wide range of advice areas from investment strategies to retirement planning. He tailors his advice to meet each client’s specific financial needs, ensuring they receive strategies that align with their goals and objectives.

Dedicated to building long-lasting client relationships, Ciaran invests time into understanding his clients financial goals. His advice equips clients to make confident decisions and achieve a more secure financial future.

Qualifications

• CII Diploma in Regulated Financial Planning
• CII Certificate in Discretionary Investment Management

John is a Senior Independent Financial Adviser at MAC Financial, specialising in tailored financial solutions for both private and corporate clients.

He joined MAC Financial in 2025 following the acquisition of Thornton Chartered Financial Planners book of business. With over 30 years of experience in financial services, including technical roles at an international life assurance company, John draws on this depth of knowledge to provide his clients with comprehensive, personalised financial advice.

John is committed to building long-term relationships, taking the time to understand each client’s unique needs and aspirations. This approach empowers clients to make informed, confident decisions about their financial future.

As a Chartered Financial Planner and qualified Trust & Estate Practitioner, John combines technical expertise with a client-centred ethos, advising across a broad range of financial areas, from investment strategies to retirement planning.

Qualifications

• CII Advanced Diploma in Financial Planning
• STEP Diploma in Wills & Estates
• CISI Diploma in Investment Compliance
• CISI Investment Management Certificate

Mark is a Senior Independent Financial Adviser at MAC Financial, specialising in providing tailored financial solutions for both private and corporate clients.

He joined MAC Financial in September 2024, bringing over 15 years of financial services experience, including expertise in relationship and wealth management. Mark draws upon this experience to offer his clients comprehensive, personalised financial  advice.

Mark is dedicated to building long-term relationships with clients, taking the time to understand their unique financial needs and aspirations. By doing so, he empowers them to navigate complex financial decisions with confidence.

As a Chartered MCSI professional, Mark combines his technical expertise with a client-centred approach, offering advice on a range of financial areas, from investment strategies to retirement planning.

Qualifications

• CISI Investment Advice Diploma

She joined MAC Financial in 2025 following the acquisition of Thornton Chartered Financial Planners’ book of business. Natalie worked in life assurance for seven years before qualifying as an Independent Financial Adviser (IFA), and her diverse background enables her to draw on a broad base of knowledge to deliver tailored financial solutions.

Natalie is committed to building long-term client relationships, taking the time to understand each individual’s unique needs and aspirations. Her client-first approach empowers clients to make confident, informed financial decisions.

As a Fellow of the Personal Finance Society and a Chartered Financial Planner, Natalie combines strong technical expertise with a personalised, client-focused ethos. She advises across a wide range of areas, from investment strategies to retirement planning. Natalie was awarded the CII Glyn Gilbert Award for Outstanding Academic Success in both 2014/15 and 2019/20.

Qualifications

• CII Diploma in Financial Planning
• CII Advanced Diploma in Financial Planning

Colin is a Senior Independent Financial Adviser at MAC Financial, specialising in providing tailored financial solutions for both private and corporate clients.

He joined MAC Financial in May 2025, bringing over 20 years of experience in financial services, with a distinguished background in investment strategy, financial planning, and client relationship management.

Colin is dedicated to building long-term relationships with clients, taking the time to understand their unique financial needs and aspirations. By doing so, he empowers them to navigate complex financial decisions with confidence.

As a Chartered FCSI professional, Colin combines his technical expertise with a client-centred approach, offering advice across a range of financial areas—from investment strategies to retirement planning.

Qualifications

• CISI Investment Advice Diploma
• CISI Level 6 Certificate in Private Client Investment Advice & Management

Mike is our Senior Group Risk Consultant and oversees our employee benefits clients, specialising in group protection products. 

With over 14 years of experience in financial services, Mike has a proven track record of delivering tailored solutions in Group Life, Income Protection, Added Value Services and Critical Illness cover. He also holds the CII Diploma in Financial Planning.

Since joining MAC Group in 2020, Mike has played a key role in expanding the firm’s Group Risk services. In 2024, he was promoted to Senior Group Risk Consultant. He now manages a diverse portfolio of clients, ensuring they receive comprehensive, cost-effective cover that meets their specific needs.

On behalf of our clients, Mike negotiates competitive rates with insurers, manages policy renewals, and oversees claims. He also helps businesses access additional well-being services through their policies, which can enhance workplace health and retention.

He is also an active member of the Isle of Man Chamber of Commerce Wellbeing Forum that aims to improve workplace wellbeing across the Island.

Qualifications

• CII Diploma in Financial Planning

Samantha is an Independent Financial Adviser at MAC Financial, specialising in providing tailored financial solutions for both private and corporate clients.

With over nine years of experience in financial services, including four years working as an adviser, Samantha is dedicated to building strong relationships and helping clients navigate the complexities of financial planning. Samantha joined MAC Financial in 2023 and offers personalised advice across key areas of financial planning, including retirement planning, investment strategies, budgeting, and cash flow management.

The CII Isle of Man recognised Samantha’s professional achievements, awarding her ‘Young Achiever of the Year’ in 2017 and the Glyn Gilbert Award for ‘Outstanding Academic Success’ in 2018. Samantha also holds the Certificate in Discretionary Investment Management and the Certificate in Pension Transfer Advice.

Qualifications

• CII Diploma in Regulated Financial Planning
• CII Certificate in Discretionary Investment Management
• CII Certificate in Pension Transfer Advice

Kinry is an Independent Financial Adviser at MAC Financial, specialising in providing tailored financial solutions for both private and corporate clients.

With nearly a decade of financial services experience, and four years working in financial advice, Kinry is committed to helping clients navigate the complexities of financial planning and empowering them to achieve financial success.

Kinry provides personalised advice across key areas of financial planning, including retirement planning, investment strategies, budgeting, and cash flow management.

In 2021, Kinry completed the Diploma in Regulated Financial Planning and won the Isle of Man Chartered Insurance Institute (CII) Young Achiever of the Year award in 2022.

Qualifications

• CII Diploma in Regulated Financial Planning

Chris is an Independent Financial Adviser at MAC Financial, focusing on tailored retirement and pension planning for corporate and private clients. 

Chris joined MAC Financial in 2022 as a Trainee Paraplanner, bringing three years of global life assurance experience. After completing the Diploma in Regulated Financial Planning, Chris was promoted to Pension Adviser, before being signed-off to provide full financial advice.

Drawing on his background as a Paraplanner, he provides straightforward, relevant advice to help clients make informed decisions about their financial futures.

Qualified across all areas of financial planning, Chris offers clear and practical advice on retirement planning, making it easier for clients to achieve long-term financial security.

Qualifications

• BA Business Administration/Marketing
• CII Diploma in Regulated Financial Planning
• CII Certificate in Financial Services