Clerical Medical is expanding its financial planning technical team to take on four new members and ...
Clerical Medical is expanding its financial planning technical team to take on four new members and increase its tax planning experts to seventeen.
Christine Wakerley is joining the tax financial planning team from KPMG, as well as Neil Edwards who is moving from HLB Kidsons.
Nikisha Patel is also joining the trust and estate planning team from Clifford Chance - where she was a paralegal - as is Elizabeth Duffy who is transferring from Sun Life International (IoM) Ltd where she had wide experience in sales support and international sales.
Commenting on the appointments, Sue Leech, head of financial planning at Clerical Medical, says: "We are determined to provide IFAs with the very best levels of financial planning support. Our new recruits will enable us to maintain and build on our existing reputation for market-leading guidance across the financial planning spectrum."
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