Introducing Our New Managing Director

With new plans for growth in place and an exciting year ahead, we are pleased to announce Paul Everett’s recent appointment to the role of Managing Director. This marks a great shift in becoming a stronger, more focused team ahead of plans to expand our capacity, quality service levels and client base over the next five years.

Paul, who was previously our Operations Director, received the promotion to Managing Director earlier this year, following a unanimous vote across the board of Directors for Paul to take the helm. With a wealth of expertise in operations, this is a natural progression for Paul’s role, looking after the day-to-day management of the team and providing operational insight and input into the strategy and business planning at Board level.

Paul comments, “We had a fantastic end to 2016 and are pleased to have started 2017 from a position of strength. Being appointed Managing Director will enable the Directors, who are also the company’s financial planners, to focus on engaging with clients and building new client relationships. We have plans for another recruitment drive to further enable our ambitious plans, with the brand relaunch marking a shift to the ‘new world’.”

We hope you’ll join us in congratulating Paul and we look forward to sharing our growth journey with you.