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.