Following many years in the compliance industry Essentials was separated out of a previous suite of compliance service offerings and a stand alone service was formed. Essentials gives you exactly what you need from your compliance function, when you need it.
Essentials is a light touch do-it-yourself service. It has dual USPs, one is a pragmatic, get-it-done style, and the other is the provision of just essential material, without increasing risk.
Like many advisory firms we are a family business. We know what it means to grow such a company and we know how important it is to protect it. We’re here to do that for your firm and, by extension, your family.
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 (equivalent of the UK AFPC). In 1988 Mark transferred to Providence Capitol as Manchester’s branch manager. There followed a succession of jobs, before seeing the light in 1995, when he set off on his own.
Mark owns WLC holdings, which has two subsidiaries, one delivering TCDs services, the other providing Essentials. Mark is QCA level 4 qualified with T&C and advanced pension qualifications.
Sarah has worked within the group since 2010, in a variety of roles starting off as administration support and now as Group Chief Operations Officer.
She has a strong admin management background from car finance, healthcare and financial service – compliance sectors. With a range of qualifications from AAT – Finance, NVQ – Business Administration, Medical administration diploma level 2, Project Management – PRINCE2 Foundation level, CF1 – Financial Administration.
Away from work she is married. Her and her husband are kept busy with their 3 children between primary and high school age.
Kate, joined TCD in 2010 and has been working in the marketing team to help build a strong database of fantastic clients. Formally an Olympic athlete, her competitive edge helps keep the company moving forward and up to date with client needs and wants.
Her financial background, being in the process of studying for her Paraplanner qualification allows her to understand the needs of the client as well as helping to provide the client with their bespoke packages.
Away from work, Kate enjoys all things sport including her passions for her former life in athletics, as well as keeping busy with 2 young children and her husband.