"There is value in less complex clients," says Dawson, adding "this is a brilliant time to grow.
"We can educate, we can guide, and we can advise where absolutely necessary. For us in a consumer duty model with less advisers and a larger advice gap, the opportunity is ripe for a firm to grow."
Decade ahead
Moving forward, the business is eyeing strong growth across the north east in the next decade.
"They always say two times [growth] is harder than 10 times. So let's go for 10," says Dawson with a smile.
To remain attractive to new generations of tech savvy clients, MHW wants to keep developing its targeted offering. It has applied for a couple of grants to develop technology involving glass screens in client meetings.
But there is one thing the advice firm will not do: educate via social media.
"We're very guarded on financial promotion more than the actual events," says Dawson.
"Because we are a regulated firm, we will have financial advisers available for people to talk to, and we can easily signpost into financial advice. But that's more difficult to do if you are posting content online.
"Our value is still through relationships, even though we are going further out to get the relationships."
carmen.reichman@ft.com
