Burns-Anderson has opened a new Cardiff office to support its growing IFA division.
The IFA was set up in October 2005 under Nick Scarrett to provide support to its network members in providing holistic financial advice for their clients.
The office will specialise in high net worth clients and will be run by husband and wife team Lee and Morwenna Clarke, joining B-A from AWD Chase de Vere.
Lee Clarke says: “What impressed us most about the Burns-Anderson approach is that compliance is all about supporting the business, rather than inhibiting it. We have been provided with quality premises in Cardiff Bay, which enhances the reputation Burns-Anderson has in the marketplace.”
B-A chief executive Mike Hughes says: “Lee and Morwenna complement our growing team based in Bristol. The IFA division was launched in October 2005 with two advisers. In the next month this will have grown to 14. We have adopted a policy of balancing youth with experience to develop the next generation of IFAs.”