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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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