Management Team

Campbell Banks - Management

Campbell Banks


CEo

Campbell is our founder - his vision, when we launched in 2016, was to bring to the UK market a truly holistic financial planning offering, delivered by a best of breed team. Since then, MWA has emerged as a leading provider of advice in the UK. Campbell has over 25 years’ experience in Asia Pacific and the UK, developing financial advice firms and in management roles within large insurance and fund managers such as ING Group, AXA, and AMP Limited. As CEO of the MWA Group, he has overseen the successful acquisition of Eversley Estate Planners, CHC Wealth Management, Prosperity Independent Financial Advisors and Stockbrokers, and Sterling Financial Consultants.

cam@mwafinancial.co.uk
LinkedIn

Marine Deruelle


head of Operations

Marine joined MWA in 2022 after MWA’s third acquisition as the Head of Operations and worked closely with the CEO and Board before becoming a director in 2023. She specialises in integrations post acquisitions which ensures the smooth transition of people and clients to MWA. Marine is the architect of our operational platform which delivers a market-leading client journey. Having graduated with a Masters in international business and languages, Marine spent eight years working in the financial services industry; including within AXA Australia and AMP Limited. She has held roles of business analyst, project manager, and general manager.

marine@mwafinancial.co.uk
LinkedIn

Sasha Sherman - Management

Sasha Sherman


Head of Compliance

Sasha has been in the technical world of paraplanning for the last eight years, but her role has naturally evolved as she has started to work within the compliance team. At MWA she co-ordinates both the compliance and paraplanning teams and helps new team members learn the company processes. Working with the advisers, Sasha helps to raise MWA’s standards and to deliver good outcomes to our clients. Sasha has completed her level 4 diploma in regulated financial planning and has pension transfer and long-term care specialist qualifications. She would like to continue building her technical knowledge and is on the journey to become chartered in the future.

sasha@mwafinancial.co.uk
LinkedIn

Daniel Stansall - Management

Daniel Stansall


Advice Manager

After completing a Masters in astrophysics Daniel embarked on a ten-year career trading interest rate derivatives. He decided to retrain as an independent financial adviser in 2014 and achieved chartered status in 2019. Daniel has excellent technical knowledge and enjoys helping clients understand their goals and achieve their financial objectives. He is focused on ensuring that clients understand what they are trying to do and how the recommendations we make will help them on their journey. As the Advice Manager, Daniel provides technical oversight of the advisers and helps solve technical questions and identifies training needs within the team.

daniel@mwafinancial.co.uk
LinkedIn