Marie McNeela

Inquirer
DISC Type : dc

Managing Director Guernsey, Head of Channel Islands at Equiom Group

Guernsey

Overview

Marie McNeela is the Managing Director for Equiom Guernsey and Head of the Channel Islands, with over 25 years of experience in the fiduciary sector. A fellow of the Association of Chartered Certified Accountants (FCCA) and a member of STEP, she is often described as a highly responsible director.

Outside of work, Marie is actively involved in the local community as a Non-Executive Director for Art for Guernsey, an initiative that leverages art for community benefit. This role highlights her passion for the arts and contributing to local causes. She also has a stated interest in the LEGO Group.

Her team recently won two WealthBriefing Channel Islands awards for ‘Succession Planning Advisory’ and ‘Family Office Governance’.

Personality Overview

Hard To Convince

ROI Conscious

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Succession Planning
Her team recently won a prestigious WealthBriefing award for their advisory work in succession planning, underscoring her firm's expertise and success in this specific area.
Private Wealth
She leads and is actively expanding her Private Wealth and Corporate teams, indicating a strategic focus on growing services for high-net-worth clients and their families.
Talent Development
Frequently posts about recruiting for her teams, showing a commitment to bringing in new talent and expanding her group's capabilities as part of Equiom's growth strategy.

Media Appearances

Equiom Group Announces New Managing Director for Guernsey Office. Featured in Equiom

See Now

Work History

8-2025
Managing Director Guernsey, Head of Channel Islands at Equiom Group
9-2024
Managing Director Guernsey at Equiom Group
4-2024
Non Executive Director at Art for Guernsey
1-2023 - 8-2024
Country Head Guernsey, Head of CLS Guernsey, UK, Ireland at Intertrust Group
12-2018 - 8-2024
Managing Director, Country Head Guernsey at Intertrust Group

Education

Marie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 12 Location : Guernsey Job Level : Mid-senior Designation : Managing Director Guernsey, Head of Channel Islands at Equiom Group
URL has been copied!

Insights For Selling To Marie

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marie is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Marie

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Marie move?

  • Their decision making speed is somewhere in the middle.
  • Can Marie take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Marie

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.