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Quick-growing Monetary Planning group Kingswood has employed Jessica McGuigan from Schroders Private Wealth as a brand new Chartered Wealth Planner to be primarily based on the agency’s Abingdon workplace.
Her appointment comes and Kingswood pledges to extend its variety of feminine advisers from 15% to 25% this 12 months to assist deal with a scarcity of ladies advisers.
Ms McGuigan will advise shoppers on a variety of Monetary Planning areas, with a specialism in pre and publish retirement planning, financial savings and funding, property planning and specialist investments and tax planning.
Ms McGuigan has over seven years’ expertise in monetary providers and was most lately a private wealth adviser at Schroders Private Wealth.
Earlier than this she held quite a lot of positions at recently-sold Critchleys Monetary Planning, together with Paraplanner and Monetary Planner. She holds the extent 6 Superior Diploma in Monetary Planning, in addition to the Certificates in Discretionary Funding Administration and Lengthy Time period Care qualification.
Kingswood says the appointment follows a collection of advisory agency acquisitions within the UK. Thus far this 12 months Kingswood has acquired Vincent & Co Ltd in Lincolnshire; Allotts Monetary Companies Restricted, in Rotherham; DJ Cooke (Life & Pensions) Restricted in South Yorkshire; Joseph R Lamb Unbiased Monetary Advisers in Essex and Intention Unbiased Restricted in Hampshire.
The agency additionally acquired Metnor, the holding firm for IBOSS Asset Administration Restricted and Novus Monetary Companies Restricted, late final 12 months.
Hayley Burton, managing director, head of wealth planning, Midlands and South, mentioned: “Jessica has had a formidable profession up to now, rising shortly via the ranks and constantly outperforming set objectives in her shopper going through advisory roles. We’re delighted to welcome somebody of Jessica’s calibre to our extremely succesful and numerous advisory workforce to assist our technique.
“Regardless of trade efforts, we see that there’s nonetheless a scarcity of ladies in wealth and monetary roles. At Kingswood, we’re actively working in direction of closing this hole and are aiming to develop our workforce of feminine advisers from 15 to 25 per cent by the tip of the 12 months.”
Ms McGuigan, mentioned: “I’m very excited to be becoming a member of such a vibrant and bold agency. I consider Kingswood has the potential to proceed on this progress path, while fortifying its sturdy shopper proposition and I look ahead to being a part of the journey.”
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