Greystone Updates
Welcome to Jonathan Wicks The Directors are pleased to welcome Jon Wicks, who joins us initially to develop business opportunities primarily in London and the Counties. Having qualified with the Securities Investment Institute after obtaining his certficiate in Financial Rules and Regulation, and the Certificate in Securities, Jonathan has gained vast experience in advising high net worth individuals on equity and derivative investments. Jonathan is relishing the opportunity of providing the holistic service to private clients, rather than just advising on one specific asset class. Being London based, Jonathan's aim is to increase our prescence in London and surrounding areas Welcome to Eamonn Murphy
The Directors wish to extend a generous welcome to Eamonn Murphy who joined our team in August 2009. Having graduated with an Honours Degree in Politics & Economics from Bristol in 1981, Eamonn joined the industry with AXA as a Consultant providing advice to IFAs. He soon decided that he would prefer to give direct advice to clients, and so joined a national IFA firm shortly afterwards. During his time here he provided executive financial planning to senior personnel of large PLCs, as well as providing investment and retirement planning services to companies such as ICI, Shell and IBM. The firm were later taken over by a multinational bank and Eamonn progressed to working in their Private Bank Division, specialising in pensions and investment advice. Welcome to Sharon
The Directors wish to convey a hearty welcome to Sharon who joins our ever expanding technical support team. A Chartered Financial Planner in her own right, Sharon also holds the Investment Management Certificate (recognised by the fund management industry as the entry qualification of choice for those operating within the financial analysis and investment management space in the UK) whose experience will both complement and add to the quality already in situ. Chris Eaton joins the team
The Directors wish to extend a hearty welcome to Chris who joins us having been the MD of an IFA business (in Lancashire) he helped establish over ten years ago in 1998. Having trained with insurance companies in the early throes of his career, he has also worked for a large accountancy practice where he advised clients on many aspects of financial planning. He has 23 years experience and specialises in advising the corporate market, business owners and directors. Chris is keen to develop further ideas and solutions to help trustees of corporate pension schemes manage and navigate their way round the issues they now face.
Well done Sarah
The Directors of Greystone wish to congratulate our Sarah Griffiths for successfully gaining her Financial Planning Certificate - well done Sarah, well done indeed. Welcome to Alex Bothwell
The Directors wish to extend a hearty welcome to Alex Bothwell who has further enhanced the expertise of our Para-planning team, having joined us from a firm based in London. Congratulations also to Alex and Nicola on the birth of their daughter. Congratulations to Katy
The Directors wish a hearty congratulations to Katy Grainger-Allen on her appointment to the Para-planning team |
