Monday, 17 September 2018 10:08

Brown Shipley hires Chartered Planner as client director

Rate this item
(0 votes)
Paul Smith Paul Smith

Wealth planner and investment management firm Brown Shipley has appointed a new client director and wealth planning adviser in an expansion of its offering in Manchester.

Paul Smith has been appointed to the role joining from accounting firm Mazars LLP, where he was responsible for the development and delivery of specialist Financial Planning services to private clients across the North West, as well as heading up the practice’s private client operation.

Prior to this he was a Financial Planning specialist at Coutts & Co.


With almost 20 years’ experience, and both a Chartered Financial Planner and Fellow in Wealth Management, the firm says Mr Smith’s appointment “will further enhance Brown Shipley’s overall wealth management capabilities as part of the business’ ongoing commitment to delivering a fully integrated proposition to clients.”
Commenting on the appointment, Roger Clark, head of wealth management at Brown Shipley, said: “I am delighted to welcome Paul to Brown Shipley as we continue to develop our wealth planning expertise at a time of significant growth for the business.

“Drawing upon his specialist experience, Paul will be a valuable addition to the team as we continue to offer a full service wealth management proposition to our clients.”
Paul Smith, who will be based at Brown Shipley’s Manchester office, added: “Brown Shipley has a strong heritage and brilliant track record in the wealth management industry.

“I’m proud to be a part of the team and looking forward to working with clients to help them achieve their financial goals.”


FREE. Get more stories like this daily to your inbox. Unsubscribe at any time. Sign up now.

Last modified on Monday, 17 September 2018 10:15
FINANCIAL PLANNING JOBS - Save 10% with this code 
Reach 12,000+ potential candidates by advertising your vacancy with us. Set up an account and post your job in minutes. Big savings for advertising 2 or more vacancies.
2019 Special Offer: Save money - Use code 'FPJSaver10' on checkout to save. Click here for details: