View more on these topics

Towry hires ex-IFP president Julie Lord

Former Institute of Financial Planning president Julie Lord has been appointed as senior client partner at Towry.

Her new role at the advice firm follows Towry’s acquisition of Bluefin, where she was head of practice.

Lord will operate out of Towry’s Cardiff office, which opened yesterday. Towry says the role includes managing client relationships and business development.

Towry head of wealth advice Andy Cowan says: “We are pleased to announce Julie Lord’s appointment as senior client partner. It is great news for Towry to have someone with her expertise and leadership skills.”

Lord says: Clients in Cardiff and the surrounding area are now able to benefit from the broad range of financial planning and wealth management services that Towry offers. We are looking forward to developing existing client relationships, and to building new ones.”

In a management reshuffle last month Towry replaced a handful of senior management staff with personnel brought into the business following its acquisition of Baker Tilly.

Recommended

Active management was recognised in this year's UDF award

MP attacks FCA regulation of equity price manipulation

Treasury select committee member Mark Garnier has attacked the regulator’s oversight of financial markets, alleging it is an open secret that equity closing prices are manipulated. Garnier, a former investment banker and hedge fund manager, made the comments yesterday in a committee hearing with FCA head of markets infrastructure and policy David Bailey that focused on the […]

Business-Handshake-Meeting-Deal-Low-Angular-700x450.jpg

What successful marketing looks like

Finding more, higher value, more profitable clients is one of the key challenges for advice businesses in today’s market. Indeed, probably the most common question I get asked during my work with advisers is, how can we attract more high-net-worth clients? The days of working with anyone who can fog a mirror are disappearing due […]

Anthony-Browne-in-2013-700.jpg
9

BBA: The era of bank branches is dead

The era of traditional high street bank branches is dead, says British Bankers’ Association chief executive Anthony Browne. As research by the BBA shows three in four consumers uses mobile or internet banking each month, Browne told the Telegraph that “branch numbers will continue to fall”. He says those who call for a return to […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

There are 2 comments at the moment, we would love to hear your opinion too.

  1. Julian Stevens 4th July 2014 at 5:58 pm

    The money must be good.

  2. Best of luck Julie.

    Towry does seem an odd cultural fit, however the appointment of advisers of this quality, even if it happened as a result of Axa selling off something they put £100m into on the cheap, can only be a good thing!

Leave a comment