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Guardian appoints Marlene Shalton to lead financial planning drive


Guardian Wealth Management has appointed Marlene Shalton as managing director of its financial planning practice as the firm looks to expand in the UK.

Former Bluefin Wealth Management IFA and current Institute of Financial Planning president Shalton (pictured) will join Guardian on September 1.

Guardian chief executive David Howell says: “We are thrilled to welcome Marlene to the team at Guardian Wealth Management. Her passion and commitment to financial planning make her an ideal representative of our company.

“I believe Marlene’s experience and distinguished career will be invaluable to Guardian Wealth Management as we seek to expand our interests in the financial planning space.”

Guardian is also planning to open a UK headquarters in Cardiff this month and aims to recruit 136 chartered financial planners over the next five years.


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