Local Financial Firm Announces New Appointments

Dorset-based independent, financial services company, WAY Investments, is pleased to announce the appointments of both Hywel Rees and Mark Wintle as Regional Sales Managers.

Hywel and Mark will be joining the team to promote WAY’s innovative inheritance tax trust based solutions to Independent Financial Advisers. WAY Investments currently administers over £173 million invested into trusts for clients of Advisers.

Hywel has been in the Financial Services industry for over 30 years. Starting as a ͞Man From The Pru͟ he has gone on to work as an adviser at Eagle Star and then as an IFA. Hywel spent the last 17 years working in Business Development for various Life and Pensions offices, most extensively with Scottish Widows, gaining knowledge across all areas of the industry and working closely with the IFA community.

Mark entered the financial services industry in 1996 with Legal & General and has held a number of roles within the industry over that time. Mark is level four qualified and has worked as an IFA with direct experience of advising clients on Wealth Preservation using various Trust based solutions.

John Humphreys, Head of Sales at WAY Investments commented: ͞WAY conducted a thorough search for experienced Regional Sales Managers that have an extensive knowledge of trust based Inheritance Tax mitigation solutions. We are delighted to welcome Hywel and Mark to the WAY team. I am looking forward to working with both of them to help more Financial Advisers to mitigate their clients’ Inheritance Tax liabilities; potentially inter-generationally thanks to the 125 year potential lifespan of the WAY Inheritor Plans.͟

WAY is an independent financial services group which has built a reputation as a leading provider of sophisticated and flexible trust-based inheritance tax planning solutions. WAY operates across the UK solely through financial advisers to meet the varying needs of clients, and their services are backed up by first rate technical and administrative support.


This site uses cookies to offer you a better browsing experience. By browsing this website, you agree to our use of cookies.