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Bloomsbury bags Caroline Banks director Charles Wood
by William Robins on Dec 19, 2012 at 11:06
Former New Model Adviser® cover star firm Bloomsbury Wealth has hired adviser Charles Wood from Caroline Banks & Associates as a wealth planning manager.
Wood was a director at Caroline Banks & Associates, where he has worked for 15 years.
Bloomsbury senior partner Jason Butler (pictured) said: ‘We are determined to be a leader in the provision of high quality wealth advice for successful families. This requires us to recruit and retain the most talented professionals and we are extremely pleased to have recruited someone of Charles’ calibre.’
Wood joins a team of six financial planners which advise on around £130 million of assets for 50 clients.
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Aviva restructure hits savings and investments arm
by Jun Merrett on May 21, 2013 at 15:55
4 comments so far. Why not have your say?
Dante
Dec 19, 2012 at 12:02
"Bags"; is this a public school euphemism?
report thisphilip brown
Dec 19, 2012 at 12:42
Good for Jason. At least his firm seems to be expanding amidst all the gloom of RDR.
report thisDavid Mann via mobile
Dec 20, 2012 at 09:20
So each adviser has 8 clients!
report thisJimmy via mobile
Dec 20, 2012 at 10:15
Isn't it 7 each with 1 remaining!
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