Marlene Shalton is to spearhead a project by Guardian Wealth Management to become a major force in financial planning in the UK.
Shalton, who recently resigned after five years with Bluefin, will become managing director of financial planning practice at the company from 1 September. Ahead of Shalton's arrival, Guardian plans to launch new UK headquarters in Cardiff. It is putting together plans to recruit more than 130 advisers over the next five years. David Howell, chief executive of Guardian, which also has offices in Qatar, Frankfurt and Hong Kong, said: "We are thrilled to welcome Marlene. Her passion and commitment to financial planning make her an ideal representative of our company." Certified finan...
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