Heartwood appoints client director

Heartwood Investment Management has appointed Paul Rose as intermediary client director.

Rose will help develop and manage Heartwood’s financial adviser business solution and distribution strategy.

Paul joins Heartwood from Novia Financial where, as regional sales manager, he was initially responsible for developing the company’s presence in UK’s North East before taking over responsibility for the North West region.

Prior to that, he was National Sales Manager at Cofunds, instrumental in the fund administration service provider seeing its highest overall new net sales in four years. Paul has also worked at Zurich Financial Services progressing to Regional Sales Manager.

 

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