Schroders Personal Wealth has expanded its regional presence with hires in Yorkshire and Oxford.
In Oxford, the firm has hired three personal wealth advisers: Benjamin Beck, Sophie Haslehurst, and Katie Nutting.
Beck joins SPW from Nigel Grice & Associates, having previously been in the Army and qualified as a financial adviser in 2016.
He is the founder of the Financial Adviser Mentorship Group, an organisation that helps new entrants into a career in financial planning and he is also a panel member of the Personal Finance Society’s Power Initiative.
Nutting is a chartered financial planner who joined from Obiter Wealth Management and has worked in financial planning since 2010. She is an associate member of Resolution, specialising in financial planning for individuals who are going through the divorce process.
Haslehurst is a chartered financial planner who joined from Invescted and who specialises in tax efficient investments, and planning for business owners and leaders.
Jo Perry-Taylor, SPW’s regional director for Oxford said: “Benjamin, Katie and Sophie bring a vast amount of life experience and expert knowledge to clients in the Oxford region and as such are ideally placed to support SPW’s mission of providing more advice to more people – boosting our ability to provide our clients with the highest levels of expert face to face advice in an accessible and affordable way.”
Meanwhile, in Yorkshire, SPW has appointed Mark Shay from Barclays Wealth to lead its business development and partnerships proposition.
SPW is continuing to grow its regional presence. Recently, it announced the opening of its Leeds office to act as the regional hub to serve SPW’s client base in Yorkshire and the North East.
Shay will be responsible for leading brand and marketing activities across the region and developing strategic partnerships with professional services firms to support business growth.
He joined from Barclays Wealth, where he led business development across the north of England and has over 25 years of private wealth experience.
Previously, he was part of the team that successfully launched Metro’s new high street bank and prior to Metro Bank, he held various positions, including heading up Citigold Wealth Management with Citibank in London, where he worked for 12 years.
Chris Lomas, SPW’s regional director for Yorkshire and the North East, said: “Mark’s appointment reflects our continued commitment to Yorkshire and the North East and builds on our long-term regional growth strategy. Mark has a vast amount of experience and an extensive network across many business organisations in the area. He is therefore ideally placed to support SPW’s mission of providing more advice to more people.”
Earlier this year, SPW announced the opening of its Leeds office to act as the regional hub for SPW’s client base in Yorkshire and the North East.
sonia.rach@ft.com
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