Monthly Archives: September 2014

People. At the heart of all we do
September 2014

Since moving into our new offices at ng2 Business Park in August 2006, we have more than doubled our head count to meet the needs of our clients.

Ian Browne is the latest to join our growing team as Head of Advice. Ian has many years’ experience at a senior level with a major life assurance and investment company.  Ian’s role is to lead our team of Financial Advisers and Paraplanners, to continue to develop our proposition to clients and to help the firm’s ongoing plans for growth.

Adviser team grows from strength to strength

Tim Stubbins has been appointed as an Adviser, working with both pension scheme members and private clients.  Having been originally based in Derby, Tim has recently been working in our Nottingham office and is the first member of the team to have worked his way through the Russell Ulyatt Associate development programme.

Paraplanning expansion

Paraplanning describes a key technical role in supporting our financial advisers by preparing the financial plans and reports for our clients.  Our existing team continues to grow following the appointment of Matthew Naylor at our Nottingham office and Jonathan Shepherd at our Sheffield office.  Competing for new talent is a very important part of our strategy and we are very pleased to have secured their appointments.

A quartet of new Admin roles

To ensure we continue to provide an excellent service to our Wealth Management clients and Pension Scheme members, Jane Canlin and Alison Jones have recently joined our Client Servicing Team.

In addition, we welcomed Louise Doherty and Emma Hudson to our finance team.

Our continued expansion demonstrates our dedication to continue to deliver first class advice and service to all our clients.