IFAApr 17 2018

Worldwide hires managing director from Wesleyan

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Worldwide hires managing director from Wesleyan

Worldwide Financial Planning has poached its new managing director from Wesleyan.

Simon Funge, previously head of financial planning at Wesleyan, will become managing director of the IFA firm, which has offices in Truro, Southampton and Northern Ireland.

He will be joined by James Barclay, who has been recruited as head of compliance and risk at Worldwide Financial Planning.

Peter McGahan, chairman of Worldwide, said: "We are developing our award-winning investment, pension and mortgage department to make us a market leader in financial advice.

"Our exciting new appointments are instrumental foundations in making this happen and the firm is delighted to have the new team players on board.

"Worldwide Financial Planning is growing and as well as the new additions to the team we are seeking new advisers and increasing our administration support team. Similarly we will grow by acquiring companies over the coming years."

Mr Funge was previously head of operations, strategy and proposition for Wesleyan and was client relationship director at Doran Scott Williams.

He said: "I am joining Worldwide at a very exciting time. The business is looking to build on its strong reputation for investment expertise.

"With a number of external factors impacting on financial markets it is important that clients seek expert opinion to secure the best returns.

"Worldwide Financial Planning is a great business with a reputation for outstanding service and safeguarding clients financial future. Over the coming years we will build on that success."

damian.fantato@ft.com