G+E Wealth Management appoint two new Financial Planners to their team
G+E Wealth Management are delighted to announce the appointment of two new Financial Planners to their team. Richard Lord and Jonathan Noake both join from the High Net Worth arm of Lloyds Private Banking.
The roles filled by Richard and Jonathan bring with them a new area of specialism and an even greater service offering. They will be focusing specifically on High Net Worth clients, with personal wealth of over £1m, excluding property assets. The appointments solidify G+E Wealth Management’s position as one of Yorkshire’s most progressive financial adviser teams. The last 12 months have seen unprecedented successes for G+E Wealth Management, with the team increasing its revenue by over 50% and its staff by nearly 75%.
The team continues to establish itself as the go to firm for leading, bespoke financial advice and over the last financial year G+E Wealth Management’s total assets under management has increased by 28% and an 80% growth in revenue is projected for the next financial year.
Speaking of his appointment Richard Lord commented “I am thrilled to join Garbutt + Elliott, expanding their existing wealth management business and service offerings. Jonathan and I have worked together for many years and are committed to providing outstanding financial planning to our clients, with an emphasis on bespoke advice and strong relationships, always putting the client at the forefront of our work. I am delighted to be working with such a long established and well-respected firm, where I can offer a fully joined up and personalised service to meet our clients’ diverse needs.”
Jonathan Noake added, “Having spent over 10 years exclusively supporting High Net Worth clients in their Financial Planning requirements, I am delighted to be able to join an independent firm where I can put the client first, in everything I do. G+E Wealth Management is highly driven by values and ethics, aligned to my personal approach to financial advice and joining the team gives me the opportunity to develop an outstanding advice offering, truly representing the client in their advice requirements.”
Robert Simpson, Managing Director of G+E Wealth Management, comments, “We are committed to provide an excellent service with a friendly and tailored approach. Richard and Jonathan’s appointments reinforce the ambition we have for G+E Wealth Management and their natural flair for connecting with clients will bring huge opportunities for us and our continued growth.”
G+E Wealth Management provide Independent advice to both individuals and businesses, offering a tailored service, built around the specific needs of each client. They pride themselves on an excellent level of service, connected client engagement and a strong portfolio of investment funds. To find out more please contact