G&E Wealth Management appoint new director
Yorkshire accountants Garbutt & Elliott have bolstered their wealth management subsidiary, G&E Wealth Management, with the appointment of Allan Dodds as director and head of the team.
Allan, who was born in Edinburgh and studied at Edinburgh Napier University, joined G&E Wealth Management in September 2013.
He moved to Yorkshire in 1999 and worked for the Halifax Building Society, Chase de Vere, Harrowell Shaftoe Solicitors and Broadstone Independent Financial Advisers, before joining Garbutt & Elliott.
G&E Wealth Management, which offers a full range of independent financial services to both corporate and private markets, has offices in York and Leeds.
Allan commented: “G&E Wealth Management is perfectly positioned to take advantage of the revolution in the Financial Planning profession, with the radical overhaul of the pensions industry and the introduction of auto-enrolment.
“Working very closely with our colleagues at Garbutt & Elliott, we believe we can provide an unrivalled one-stop financial planning advice shop for private and corporate clients alike. We have some very exciting plans ahead which will expand the company’s client base both with existing Garbutt and Elliott clients and, importantly, beyond that too.
“We are currently strengthening our team, with two new appointments imminent. In addition, Garbutt & Elliott private client partner Nigel Shaw has recently qualified as a financial adviser, so he will become a crucial part of our operation,” explained Allan.
Allan, who is a Chartered Financial Planner, added that the focus of G&E’s Wealth Management advice would be on providing bespoke financial planning suited to a client’s needs, rather than suggesting particular investment vehicles.
Russell Turner, the managing director of Garbutt & Elliott, said: “We are absolutely delighted to promote someone of Allan’s expertise, drive and experience at Garbutt & Elliott and his new appointment demonstrates our commitment to the business. He is currently creating a very enthusiastic and committed team as we aim to become the first choice for financial advice in North Yorkshire and beyond.”