Chartered Planner joins Punter Southall Aspire
Punter Southall Aspire has recruited Chartered Financial Planner Josh Gordon for its Poole office.
Mr Gordon joins as a principal from Mercer, where he spent seven years advising private clients.
His years of experience advising on wealth management and Financial Planning issues include time spent working at NatWest.
He will join six other Financial Planners based at the firm’s Poole office where he will advise individual and corporate clients.
As principal, he will also help develop and grow the Poole office.
Mr Gordon said: “Punter Southall Aspire is a modern, forward thinking, Financial Planning business with ambitions to become a leading national player. This attracted me to the role, as I want to be part of this exciting growth journey.
“The demand for wealth management advice from high-net worth individuals and businesses has increased significantly in recent years and I look forward to helping clients plan effectively for the future.”
His appointment follows two other recent Financial Planner hires. Punter Southall Aspire said the business was also seeking further Financial Planning recruits.
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