Nuclear physics expert is one of six new recruits at Edgewater

Pictured from left to right are Douglas Grant, Charlotte Urgias, Bryan OConnor, Kim Fleming, Colin Moore, Samantha Hall, Sam Trinder and Sandra Cardwell

Pictured from left to right are Douglas Grant, Charlotte Urgias, Bryan OConnor, Kim Fleming, Colin Moore, Samantha Hall, Sam Trinder and Sandra Cardwell

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Independent financial adviser Edgewater Associates has announced six new appointments to its team including a man who holds a PhD in nuclear physics.

Colin Moore joins as investment manager/senior paraplanner.

Colin has more than 10 years’ experience in financial services, most recently as investment manager at Duncan Lawrie.

But he holds a Masters in Physics as well as the PhD.

Edgewater, which is continuing to grow its business, says he brings a keen technical and analytical approach to his role which will focus on ‘providing a holistic advice service’.

Edgewater Associates managing director Sandra Cardwell said: ‘Even after 20 years in business, Edgewater Associates is a dynamic, progressive company that believes in investing in its people.

‘Our new recruits bring a wide range of experience and knowledge with them, as well as a drive to do the best possible job, that will help us support our clients and take advantage of new opportunities to grow and further strengthen our business.

We are delighted to welcome them to the team.’

Bryan O’Connor has been appointed general insurance consultant and is one of the few insurance professionals in the British Isles to hold the London Market Insurance Specialism qualification.

After starting his career in banking, Bryan has worked for a number of financial services and insurance companies supporting some of the island’s largest business clients. He also served as president of the Isle of Man Chartered Insurance Institute (CII) from 2015 to 2016.

Kim Fleming takes up the role of senior client manager. Originally from Zimbabwe, Kim was educated in South Africa and began her career there in an HR role before moving into financial services with Zurich International.

Following an opportunity to join the European sales team in a business development capacity, Kim then joined a UK IFA company, AES, where she created a dual hub network between the London and Dubai teams. During her time with AES, the company grew from a small IFA firm into one of the top 50 UK distributors by size. Kim will support Edgewater Associates’ client manager team and is also tasked with reviewing systems and reporting functions to ensure business objectives are met as efficiently as possible.

Also supporting the client team is Charlotte Urgias who has been recruited as client manager. Charlotte, who gained a degree in French and Italian from Exeter University, has previously worked as a corporate and legal administrator, as well as a trust manager, at Wilton. Charlotte will focus on corporate schemes.

Samantha Hall, who joined Edgewater Associates from school last year after successfully completing her GCSEs, has already passed two financial planning exams and holds the position of junior client manager. Sam Trinder joins the team as administrator / receptionist.

Edgewater Associates is part of the Manx Financial Group PLC and offers independent financial advice to both personal and corporate clients.

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