Wilcox Young appoints IFA in second hire of 2019

Second new hire of year

Sophie King
clock • 1 min read

Independent Financial Adviser David Woan has joined financial advice firm The Wilcox Young Partnership as its second hire of 2019.

Woan joins from his own independent financial planning practice, which he ran for 16 years as part of the Positive Solutions network. He also has experience with Prudential and Canada Life and specialises in savings and investments, pensions, estate planning and protection. Woan: "After 16 years running my own independent financial advice practice with the support of a UK-wide IFA network, I am now bringing my admin and support close to home. "Through Wilcox Young, I look forward to delivering greater, tailored support and financial solutions for my clients, and a succession facili...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

WhatsApp for client communications gets tick of approval

WhatsApp for client communications gets tick of approval

'Easier to confirm meetings via WhatsApp than calling'

Sahar Nazir
clock 07 May 2024 • 1 min read
PA Asks: Do you think it is worth it for advisers to be Chartered?

PA Asks: Do you think it is worth it for advisers to be Chartered?

This week’s poll also looks at new clients and Consumer Duty

Professional Adviser
clock 07 May 2024 • 1 min read
Feel Good Friday: Brooks Macdonald gives sports wellbeing advice

Feel Good Friday: Brooks Macdonald gives sports wellbeing advice

Wealth manager has partnered with charity Sporting Wellness

Professional Adviser
clock 03 May 2024 • 1 min read