Two new financial planners have been recruited at Bluefin Wealth Management, as part of an overall expansion of the firm's financial planning service.
Two new financial planners have been recruited at Bluefin Wealth Management, as part of an overall expansion of the firm’s financial planning service.
The new hires, Geoffrey Winchester and Paul Bradley, join from St James's Place Wealth Management and SEI Private Banking respectively.
Winchester was formerly a wealth management consultant for St James’s Place. Prior to that, he was a financial planner at Edward Jones and at HSBC.
Currently, he is undertaking the certified financial planner qualification at the Institute of Financial Planning.
Bradley meanwhile was a former relationship manager for both SEI’s private banking and wealth management divisions.
At SEI, he focused on UK high net worth clients.
Bluefin Advisory Services Limited offers financial advice, wealth management and corporate consultancy services across the UK. It is a subsidiary of insurance giant AXA UK plc.