View more on these topics

Guardian picks Shalton for MD role

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

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

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

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 as we seek to expand our interests in the financial planning sector.”

Shalton says: “My goal has always been to work with those committed to achieving lifetime goals and objectives through financial planning and act as a mentor to fellow planners.

“Guardian Wealth Management has demonstrated its commitment to becoming a global financial planning firm and I am looking forward to building on the great work already done to ensure that it becomes a vanguard of financial planning in the UK.”

Recommended

37

Nic Cicutti: My old mate Garry Heath

Not many people will know this but I was once Garry Heath’s best mate. OK, that may be a slight exaggeration but it was certainly the closest he and Nfifa, the precursor to Aifa, came to a friendly relationship with a national newspaper journalist. For several years, I wrote in Nfifa’s monthly magazine about regulatory […]

Insynergy to close funds and target off-market investment

Insynergy Investment Management – the boutique fund manager launched with backing from ex-Dragons’ Den panellist James Caan – is proposing to close its funds as part of a “repositioning” of the business. Investor approval will be sought to return money held in the absolute India, absolute China and New World equity income funds. Investors in […]

Keith Churchouse: Taking the pain out of PI

It is that time of the year when we face the professional indemnity insurance renewal. The experience is not one I enjoy and I tend to keep it on my to-do list. What a bore it is when the weighty cover letter, requirements and application/confirmation forms land on my desk. It usually arrives three months […]

FE Adviser Fund Index

“Gold? Yellow, glittering, precious gold?…This yellow slaveWill knit and break religions, bless th’ accursed,Make the hoar leprosy adored, place thieves,And give them title, knee and approbationWith senators on the bench.”Timon of Athens, Act IV Scene III Even in condemning gold, Shakespeare was acknowledging the unique place gold has occupied between a physical manifestation of power […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment