James Bowles joins the company from Savoy Investment Management, bringing with him over 13 years experience in developing business relationships with Independent Financial Advisors (IFAs) in the wealth management arena.
James has extensive knowledge of the Private Client market together with an understanding of the issues faced by the IFA community.
James, from Menston, will oversee the NE region. He holds a BA (Hons) degree in Geography and History from Leeds University.
Also joining the team is Nick Partington. Nick, who lives in Wrexham, has joined from an IFA business in North Wales where he ran his own practice.
Nick has over 25 years experience in the financial services industry and following the completion of Level 4 exams decided to use this experience in a different way.
He brings a genuine understanding of the day to day challenges being faced by Advisers and will be responsible for business in the NW region.
Director Julie Jones said:
“We are delighted to welcome James and Nick to the company and I have no doubt that they will be a great asset both to our existing Adviser business partners and in developing new Adviser relationships in their regions.”
“James and Nick join a very experienced team headed by CEO David Cowell, who has over 100 years industry experience between them.
“Myddleton Croft is committed to developing strong working relationships with advisers to complementing their existing range of financial service propositions.
“These two new appointments will assist in strengthening the investment manager’s presence in both the NW and NE regions.”