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Punter Southall Wealth adds 2 new Planners
Chartered Financial Planner firm Punter Southall Wealth has expanded the size of its Birmingham team to nine by adding two new Financial Planners to meet growing demand in the West Midlands.
Lorraine Denton, a Chartered Financial Planner and a Fellow of the Personal Finance Society, joins the team along with George Nabbs, a wealth management consultant and Financial Planner.
Punter Southall Wealth says the two new appointment will boost the total team size to nine. It says it is seeing increased demand from existing clients and business owners in the West Midlands region. It is also strengthening its relationships with local solicitors.
Ms Denton brings 25 years’ of industry and Financial Planning experience and advises HNW clients pre and post retirement. She also provides inheritance tax and succession planning expertise.
Diploma-qualified Mr Nabbs, who is currently working towards Chartered status, will provide holistic financial advice.
The two join an experienced Financial Planning team in Birmingham, including Anthony Richards, who has 14 years as a Financial Planner, as well as three years as a mortgage and protection adviser. The team is supported by a team of Paraplanners and administrators.
Henry Denne, head of Financial Planning at Punter Southall Wealth, said: “The pandemic and the uncertainty it has created for clients means that professional Financial Planning advice is needed more than ever to protect people’s financial security.
“We are seeing major growth in demand for our services in the West Midlands and have established a great team who can help clients plan financially for every major stage and event in their lives. We also look forward to building new partnerships with solicitor firms in the region.”
• Sussex-based Chartered Financial Planning Firm Herbert Scott has hired a new Financial Planner as it gears up for further growth. Sean Banks joins the Lewes-based firm this month from an IFA role at Premier Companies UK.