Beaufort Financial has appointed Gwilym Lloyd Jones as director of its North Wales arm, Beaufort Financial St Asaph & Chester.
Mr Lloyd Jones was previously senior chartered financial planner at Sanlam and takes over from Stephen Lyth, who is set to retire after more than 38 years in the financial planning industry.
Mr Lloyd Jones will take responsibility for the day-to-day running of the business while working closely with co-founder and senior partner, Gaynor Lyth, to shape the future development of the firm.
He is a fellow of the Personal Finance Society and has won various accolades throughout his career.
Ms Gaynor Lyth said: "Over the years, we have worked hard to build a reputation as a skilled team of local specialists who genuinely care about client outcomes.
"Finding a like-minded individual of Gwilym's calibre was therefore extremely important to us, and why we think he is the perfect person to lead Beaufort Financial's arm on the next stage of its journey.
“We have clear plans for long-term growth so are very excited by the fresh perspective he brings, whilst importantly being able to give clients confidence that they remain in a safe pair of hands.”
Mr Lloyd Jones said he saw a real opportunity to "drive the business forward" and grow something special for both new and existing clients across North Wales and Chester.
He added: "I can’t wait to get started with this new challenge and look forward to working with Gaynor to capitalise on her and Stephen’s success."
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