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.”