Mazars Financial Planning chief executive officer and chief investment officer Paul Willans has resigned to pursue new opportunities, which he envisages will be within the financial services sector.
He has been at Mazars for five and a half years. Willans says: “I have decided it is now time to take a break and to consider new challenges and opportunities. I have res igned from Mazars and will leave on June 1.”
He says he is particularly proud of his work on moving Mazars from a commission basis to fees and establishing the firm’s training and professional development scheme for graduates and apprentices.
As CIO, he also developed the company’s internal research and multi-asset class investment proposition using exchange traded funds as a core part of portfolios.
He says: “This has given Mazars a very strong market advantage by significantly reducing our clients’ costs and creating a very effective investment model that was RDR-ready long before the consultation began.
“The next few years will see financial planning truly emerge as a new profession and I am looking forward to continuing to play an active part in this.”