New Planner

By Huw Jones

QUESTIONI’m delighted to reveal that we’ve successfully recruited a new planner. We’re really excited by this news but we’ve having to keep our lips sealed – I can’t reveal his name just yet as he’s still working his notice at his current employer.

I can however let you know a few details about him:

  • He’s a chartered financial planner
  • He has partner and two young children
  • He is based in SW England
  • He dislikes coriander
  • He starts in the middle of July

As soon as he’s joined the firm officially we’ll let him introduce himself to you all!