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Conforto appoints former Enrst & Young partner as chairman

IFA firm Conforto has appointed former Ernst & Young senior partner Peter Klauber as its chairman.

Klauber joins with more than 30 years experience in public practice as a chartered accountant to the board including 10 years advising small and medium-sized businesses on strategy and development. He is also a non-executive director at Dominos Pizza and chairman of Hotel Chocolat Group.

Conforto, which specialises in advising high net worth individuals recently agreed the acquisition of Surrey-based IFA firm Christie Scott’s. Klauber will assume his new role following the completion of this deal.

In July, Conforto also acquired The McCroddan Partnership and recruited staff as part of its aim to build £500 million assets under management.

Conforto managing director Andy Sutton says: “We first met Peter when he was advising us on our expansion strategy and he was sufficiently convinced of our potential to want to work with Conforto.

“He brings a wealth of experience and expertise to Conforto and will be a key player in defining and successfully delivering our expansion plans.”


Ian Pearson to talk at AIFA dinner

The Association of Independent Financial Advisers has announced that Economic Secretary to the Treasury Ian Pearson will be the keynote speaker at its AGM and Annual Dinner in London next week, replacing Kitty Ussher MP.

How to use wills to protect your clients’ wishes

March was Free Wills Month! Free Wills Month brings together a group of well-respected charities to offer members of the public aged 55 and over the opportunity to have their simple wills written or updated free of charge by using participating solicitors in selected locations around England and Wales. Research by the Law Society* highlighted that only 64 […]


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