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Clerical boosts IFA support team

Clerical Medical&#39s Financial Planning Team has recruited four new members to provide support to IFAs.

The team is responsible for providing IFAs with technical advice and support across all areas of financial planning.

Christine Wakeley and Neil Edwards join the team as tax specialists, while Nikisha Patel and Elizabeth Duffy will specialise in trusts and estate planning.

Wakeley joins from KPMG and Edwards joins from HLB Kidsons, both specialised in planning for high-net-worth clients and the self employed.

Patel joins from Clifford Chance where she was a paralegal. Duffy was previously at Sun Life International where she worked in international sales and sales support.

Head of financial planning Sue Leach says: “We are determined to provide IFAs with the very best levels of financial planning support. Our new recruits will enable us to maintain and build our existing reputation for market leading guidance across the financial planning spectrum.”

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