Two Cheshire financial advisers made directors of wealth management firm

Ben Gittins, of Farndon, and Tom Hadlow, of Chester, have been appointed as directors at Hadlow Edwards Wealth Management Ltd, based in Wrexham, with their colleague Gwyn Edwards, as part of a long-term strategy to ensure the continued success, direction and longevity of the firm.

Existing senior board director James Parry has also increased his stake in the business.

The company, which was set up by founding directors, Warren Hadlow and Medwyn Edwards in 2000, moved their rapidly expanding team into the former Wrexham Lager Old Brewery building in the heart of the town just over a year ago.

Their firm now has 26 employees and looks after the financial plans for nearly 3,000 clients. The business is continually looking to recruit both experienced advisers and support staff.

It is a representative of St. James’s Place Wealth Management, a FTSE 100 company which is one of the UK's largest wealth management organisations.

Ben, 27, who lives in Farndon, joined Hadlow Edwards in 2014 and has an economics degree from Manchester University. He has recently been made a Fellows of the Chartered Insurance Institute (CII) – the highest accolade there is in the industry.

The former Darland High School pupil said: “I am proud to be part of the wider picture of Hadlow Edwards. It’s a great business which is going places and I have known Warren and Medwyn for a long time. When I was offered a place as a director, I was always going to take it with both hands. “We have big ambitions for the business and it’s a privilege to be part of the director team helping to steer the ship as we move into the future."

Ben, who lives with his fiancée Kirsty, added: “One of my specific roles will be to coach and manage some of our younger advisers coming through. The business is growing all the time, quite naturally, through client referrals which we are proud of and as we increase the numbers of advisers we have, we will also need to take on more staff to support them. This is great for the local community and its economy and we are committed to playing an important part in Wrexham’s future.

“We have always prided ourselves on the family feel to our firm which works for our clients and all those we employ. Even as we continue to grow, we are really determined to maintain this because it is an important part of the success of the business.”

Tom Hadlow, 30, who has worked in the financial industry for eight years and is the son of Founding Director Warren and lives in Chester with his fiancée Lowry, said: “It has taken a lot of hard work to get to become a Director but I am really pleased to have achieved this.

“It would have been harder to do without the support of the great team we have behind us at Hadlow Edwards which means that I can focus solely on the important job in hand which is to look after my clients and do the right thing for them.”

The former Bishop Heber High School pupil, a graduate of Aberystwyth University, said it was looking after private individual’s financial needs which had become his passion.

He added: “I enjoy helping to look after people’s wealth through their life stages and I already have several families where I look after three generations, the grandparents, the children and their grandchildren.”

Tom said that his aim as one of the new directors would be to protect the firm’s guiding principles.

He said: “Hadlow Edwards is a really good firm and has always put its clients’ needs at the fore of everything we do. I see my director role as making sure we stay on track and that we continue to look after our clients the way we have always done, whilst also making sure that the company continues to grow.”

Warren Hadlow, founding director for Hadlow Edwards, explained how welcoming younger people to the business had helped his firm to evolve and innovate.

He said: “What the younger people bring is an energy, they bring a lot of innovation and fresh ideas, particularly around the use of IT which has been very important to embrace in order for us to stay current.”