Canaccord Genuity Wealth Administration (CGWM) UK has launched a brand new Monetary Planning workplace in Norwich which will likely be headed by award-winning Monetary Planner Hazel Bowen, the Private Finance Society’s Chartered Monetary Planner of the 12 months 2023.
Ms Bowen, a Chartered Monetary Planner, has been appointed to ascertain and lead the brand new Monetary Planning operation in Norwich which can present tax, pensions and monetary ‘life cycle’ recommendation to purchasers in Norfolk and adjoining counties.
Ms Bowen has been a Monetary Planner for 12 years and has decision accreditation for divorce planning and the CII qualification in long-term care planning.
She is a eager advocate of training purchasers on monetary well-being and in addition visits colleges to speak about finance as a part of her work on the Norfolk Private Finance Society committee.
Her previous roles have included as a Monetary Planner at Evelyn Companions and extra just lately, at Coutts.
CGWM manages and administers £33.4bn property for personal {and professional} purchasers and has over 750 employees throughout 13 places of work within the UK, with an additional three places of work within the Crown Dependencies.
The corporate says one in all its key goals is to construct a “sturdy Monetary Planning functionality” at every UK location.
Matt Phillips, director of Monetary Planning at CGWM UK, stated: “We’re delighted to welcome Hazel and look ahead to her utilizing her IFA experience to assist our Norfolk purchasers plan their monetary future.
“Constructing a powerful Monetary Planning functionality, in collaboration with our funding administration providing, all through our UK community is a key strategic precedence for us. To have Hazel on the Norfolk crew to spearhead our progress within the area and ship subtle monetary planning assist for our purchasers is improbable.”