M3W WEALTH MANAGEMENT - Key Persons


Denise Simpson

Job Titles:
  • Para Planner
  • Planner
Since the tender age of 17, Denise has been working in the Financial Services industry, gaining advanced qualifications in the pension and investment areas, supporting advisers in the preparation of client's reports for nearly 20 years, providing a depth of experience, invaluable to clients and firm alike. Denise worked for 8 years in Aberdeen, for a large national advisory firm before returning to the local area, where she lives with her husband and 3 young children. In 2006 she became once again a part of the growing team at M3W where she continues to support advisers on today's complex advice process. With 3 children under the age of 5, Denise is naturally kept very busy, but also has time to get involved with other mums, in local action groups and community councils to improve facilities for the kids in the area. When she has free time, getting away on her mountain bike is a pleasant relief and when all is quiet a good book is the order of the day! Denise takes great satisfaction in helping in the advice process at M3W, so helping clients to achieve their retirement goals and objectives. This and developing her technical understanding of the pension and investment world brings fulfilment to her working day, where she is a valued and knowledgeable member of the team. As Denise says, "you never stop learning", and when work and family allow will be adding to her impressive list of financial qualifications.

Gillian Gerrie

Job Titles:
  • Business Support Assistant
With a HND in Business Management Gillian is well schooled in supporting the business administration at M3W and has been doing so effectively for 14 years. Managing and controlling the processing of mortgage and associated insurance business all the way to completion. Generating great satisfaction by witnessing M3W clients secure their sought after new home. Gillian's administration and computer skill are highly valued by her colleagues and is seen in the office as an efficient problem solver who quickly gets things done, a valuable asset in any firm! Indeed Gillian is looking to develop her academic skills to further enhance her value to clients and the firm. A local girl, Gillian is married with a 6 year old daughter and lives locally, devoting her spare time to her family and enjoying the picturesque landscapes of the area whilst walking the family pet. As Lynn Muirhead (Partner), says of Gillian, "Ask and it's done....at speed!", which really highlights Gillian's work ethic in the office, an environment she enjoys and thrives within.

Lynn Muirhead

Job Titles:
  • Partner

Neil J. Marshall

Job Titles:
  • Partner

NEIL JOHN MARSHALL


REGINALD WILKIN