A former tax specialist at Clerical Medical has joined IFA firm Towry Law to help its advisers through their qualifications.
Michael Greenwood has joined the firm to fill the new role of technical liaison manager and will provide support and advice on products, legal documents, trusts and tax planning.
In April this year, Towry Law announced all its advisers must reach the Chartered Insurance Institute’s Chartered Financial Planner qualification.
Previously, Greenwood, who will work with John Richardson, head of technical planning at Towry Law, was a tax and trusts manager at Clerical Medical/HBOS Group, responsible for its trust and estate planning propositions.
He is a member of STEP (Society of Trust and Estate Practitioners) and the Institute of Financial Planning as well as being a Chartered Financial Planner.
Andrew Fisher, chief executive officer, says: “We are delighted to have found such a qualified and experienced professional to fill the new role of technical liaison manager.
“Michael’s qualities and experience will prove invaluable to the development of our Masters Program and in ensuring that Towry Law’s practitioners become the most qualified, knowledgeable and professional in the UK.”
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