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Financial Planning lecturer takes new London adviser role
A university lecturer who has taught undergraduates on the theories of corporate Financial Planning has joined Parmenion.
The firm has added Clive Nayler CFPCM to its team of regional sales managers and he will look after advisers in London and the South East.
Mr Nayler has been teaching at the University of Worcester since 2013. He created a website in 2011 to provide a home for his research into market technical analysis, specifically into market cycles, volatility and momentum studies.
This work was incorporated into a lecture series at the University of Worcester for third year undergraduates on the theories of corporate Financial Planning.
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Key topics included secondary markets, CAPM, Beta, systematic v portfolio risk, random walk, efficient market and behavioural finance, alongside other corporate finance theories such as separation theorem, gearing, working capital management, valuations for mergers & acquisitions.
He is providing guest lectures and seminar support during 2015.
Mr Nayler is also a qualified Chartered Financial Planner. He was a senior partner at St James Place Wealth Management and ran a Financial Planning business for over 17 years before selling it in recent years.
Richard Goodall, partner at Parmenion said: "We welcome Clive to our sales team, with all the pension changes and enhancements to our Sipp coming on stream, 2015 is going to be a busy year for advisers. Clive brings an additional source of wealth management and Financial Planning knowledge to the team.
"We have also expanded our adviser support team based in Bristol which now includes a dedicated business development team. This desk based sales team works closely with our RSMs in continuing to provide advisers with a first class service."
Meanwhile, Parmenion says it will be adding features to its Sipp wrapper to take advantage of the pension reforms starting in April.
Parmenion announced that for clients with investments in its Sipp wrapper, the payment of both lifetime income and capital withdrawals will be free, bar the standard platform charges, as will be the deduction of tax and the provision of electronic statements.
The change will take effect on 7 April, the day after the pension rules come into force.