ABOUT US
Just like you, we have families and want the best for them.
Mark
Mark is a South African, immigrating to the UK in 1988. Married to Sue, he has 3 adult children. Mark has four “out of work” interests – his family, sport, walking, and photography.
Reading accountancy and economics at university, Mark served articles with KPMG. He then took up a minority stake in a company that went bust; this led to him joining Old Mutual as an adviser. He was in a group of 10 inaugural qualifiers of South Africa’s diploma in financial planning.
In 1988, Old Mutual (South Africa) bought a controlling interest in a small investment management firm, Providence Capitol. Mark, in immigrating, transferred to as the Manchester branch manager.
In 1995 Mark set off on his own and now owns two operating companies, MFPP and WLC holdings, the latter of which provides regulatory services to the financial services market. Mark is qualified with advanced pension qualifications.
Sarah
Sarah has worked within the company group since 2010, coming on board as practice manager in the Holding company in 2019.
With effect from 11th May 2023 Sarah has been promoted to Group Chief Operating Officer, due to her role development over time and taking on additional group responsibilities.
A strong admin management background from car finance, healthcare and financial service – compliance sectors. Sarah is an integral key in the client’s day to day contact with the firm, and she enjoys liaising with the clients and helping deliver a great service.
Sarah works alongside Rachel and Mark and supports them in various aspects of the business.
Away from work Sarah enjoys spending time with her 3 young daughters and husband. She enjoys card making, reading and cooking/baking.
Howard
Howard first joined E S Walton back in 1986, and in 1998 he bought the business and started to dedicate his life to the company. Over the past 33 years he has looked after multiple generations of client families and has maintained the same passion and enthusiasm for helping people throughout his time at E S Walton. Howard is extremely hard working and will always go above and beyond to help.
Whilst Howard still advises a small group of clients, his main role is looking after the day to day processes of the company, allowing the advisory team to focus on clients.
Howard is a keen drummer and outside the office, you’ll either find him performing in various bands across Liverpool or at Goodison Park watching Everton.
Howard has been working with Mark for over 20 years and more closely in an advisory capacity with Mark since the inception of My Financial Planning Partner is an appointed representative of ES Walton & Co Ltd
Sarah
Sarah has worked within the company group since 2010, coming on board as practice manager in the Holding company in 2019.
A strong admin management background from car finance, healthcare and financial service – compliance sectors. Sarah is an integral key in the client’s day to day contact with the firm, and she enjoys liaising with the clients and helping deliver a great service.
Sarah works alongside Rachel and Mark and supports them in various aspects of the business.
Away from work Sarah enjoys spending time with her 3 young daughters and husband. She enjoys card making, reading and cooking/baking.