Support Team

To offer great service to our clients it is essential that we have a support team who are knowledgeable, friendly and as committed to client service as the business owners. Seeking the best possible support team and then rewarding them fairly for their dedication to our clients has always been important to us.

 

Our support team falls into two categories:

 

Our Aylesbury background support team handles many tasks so we can focus on our clients. These include taking care of 3rd party agencies, regulatory matters, our positive FCA relationship, our relations with IT software providers, IT support, maintaining internal procedures and 3rd party chasing.

 

Our MK office support team is the first port of call for all manner of client queries and requests and plays an active role in understanding our clients by getting to know them and then assisting in the appropriate manner.

 

The MK support team is currently made up of:

 

VICKI HARDY, CORPORATE CLIENT RELATIONS - Click here

Vicki joined us with 20 years experience in Financial Services. She has a wide range of experience, but has particular knowledge in the areas of pensions and retirement planning. She has experience as a financial adviser, but now enjoys the work-life balance that can be achieved working in a flexible family orientated environment.  

 

Vicki manages the MDG Pension and Benefit Schemes for our Corporate Clients, building upon the great relationships we have with our Corporate partners. She is managing the growth and challenges in this area as Workplace Pension Reform creates new opportunities for our business.  

 

Vicki says "It is a pleasure to work in an environment where clients needs, objectives and values are the primary focus therefore the development of our own knowledge is recognised as being both essential for us to add significant value and beneficial to all our clients."  

 

Qualifications:

CERTIFIED FINANCIAL PLANNER

IFP Accredited Paraplanner

Diploma in Financial Planning

Certificate in Financial Planning

Certificate in Life & Pensions

 

Exams:

IFP - CERTIFIED FINANCIAL PLANNER

IFP - Principles of Financial Planning

JO5 Pension Income Options

RO4 Pensions & Retirement Planning

RO3 Personal Taxation

RO2 Investment Principles and Risk

RO1 Financial Services, Regulation & Ethics

HR1 Home Reversion Plans

CF9 Pensions Simplification

CF7 Lifetime Mortgages

CF6 Mortgage Advice

Financial Planning Certificate 3

Financial Planning Certificate 2

Financial Planning Certificate 1

DAWN NAVIN, CLIENT SUPPORT - Click here

Dawn primarily offers support to Vicki as well as taking on projects which ensure that our clients receive the very best level of service.

 

Dawn has worked in the financial services industry since 1999, mainly in an employee benefits environment providing administration support to Corporate Clients. Dawn works part time to enable her to balance work with raising her two sons, Thomas and Isaac.  

 

In her spare time, Dawn enjoys baking and spending time with her family on long country walks. She has recently taken up running which she is finding very rewarding.

 

Qualifications:

Certificate in Financial Administration

Certificate in Financial Services

 

Exams:

R04 - Pensions and Retirement Planning

Financial Planning Certificate 1

FA1 - Life Office Administration

CF1 - UK Financial Services, Regulation and Ethics

FA2 - Pension Administration

JENNY STONES DipPFS, CLIENT SUPPORT - Click here

Another highly qualified team member with extensive knowledge and experience, which has significant value to our clients. Her main functions are the drafting of technical documents, technical calculations and client reports.

 

Jenny has many years' experience in the financial services industry, having worked for large institutions such as Prudential, Equitable Life and Santander, as well as working with other financial planning companies. Jenny was introduced to MDG by her friend and former colleague, Vicki Hardy, and is now enjoying working in our client-focussed, professional team. Jenny works primarily from home, in order to fit in around caring for her young daughter, Abigail.

 

Jenny is working through her professional exams, with a view to obtaining the Advanced Financial Planning Certificate and Chartered status in the near future.

 

When not working, Jenny loves being outdoors. Horse-riding is her main passion, but she is also a keen runner, taking part in many organised events throughout the year and also enjoys walking, cycling and when she gets a chance, skiing!

 

Qualifications:

Diploma in Financial Planning

Financial Planning Certificate

 

Exams:

AF4 - Advanced Diploma in Financial Planning / Investments

AF5 - Advanced Diploma in Financial Planning / Financial Planning Process

R06 - Financial Planning Practice

R08 - Pensions Update

J01 - Personal Taxation

J02 - Trusts

K10 - Retirement Options

K20 - Pension Investment Options

CF9 - Pension Simplification

Financial Planning Certificate 3

Financial Planning Certificate 2

Financial Planning Certificate 1

LINDA BUTTEN, CLIENT SUPPORT & BOOKEEPER - Click here

The phrase "behind every good man is a good woman" could have been written to epitomise Linda and the support she has provided to Keith and Josh.

 

In addition to her role in the business, she takes on the toughest job of all – that of being married to Keith since 1991! It is probably a measure of her strength, patience, resilience and ability to get things done that she is still married to Keith!!

 

Linda worked in a financial advisers when the two of them met, and it was only a few weeks later that she started working alongside Keith.

 

Her 27 years working in financial advice practices give her considerable and valuable experience to support the MDGMK team.

 

Linda enjoys the more sedate things in life and says: "If it ends in 'ing', I prefer not to do it." However, there appear to be some exceptions to her rule, including reading, sewing, gardening, sunbathing and, of course, shopping!

 

Exams:

Financial Planning Certificate 1

MDG MORTGAGES AND PROTECTION - Click here

At Myers Davison Ginger we believe that your adviser should be a highly qualified, knowledgable financial planning expert who will work with you to achieve your objectives.  

 

To do this he or she will need to be able to access specialist services and people with specialist expertise. 

 

Specialist knowledge is a must when advising on mortgages and protection. The MDG MK team can provide access to another member of your advice team, MDG Mortgages and Protection.

 

MDG Mortgages and Protection is tasked with ensuring any insurance and lending requirements you have are fully met. 

 

MDG MORTGAGES & PROTECTION HAS ACCESS TO THE VERY LATEST TECHNOLOGY TO SOURCE AND IMPLEMENT SOLUTIONS FROM THE ENTIRE MORTGAGE AND INSURANCE MARKET. 

 

As and when you require a mortgage or have a lending need, be that a remortgage, new home purchase, investment property or equity release, we will be able to advise and implement your requirements.

 

To access our Mortgage and Protection Services, please contact directly if you have dealt with the team before or via ourselves so that we ensure they have access to your information which will ensure the service you receive is efficient and tailored to your financial planning.