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Shalton leaves Guardian Wealth Management
by William Robins on Nov 08, 2012 at 14:16
Former Institute of Financial Planning (IFP) president Marlene Shalton has left Guardian Wealth Management five months after joining from Bluefin.
Shalton joined Guardian in June having previously worked at AXA-owned national IFA Bluefin.
In a statement Guardian chief executive David Howell said: 'Marlene is longer at Guardian and for professional and legal reasons I am unable to comment further.'
In October New Model Adviser® reported that AXA had alleged Shalton solicited clients after leaving Bluefin.
Shalton (pictured) left Bluefin to become managing director of financial planning practice at Guardian, responsible for converting the firm’s worldwide network of advisers to financial planning.
Shalton was unavailable for comment at the time this was story was published.
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