Towry has appointed senior client partner Julie Lord to head the Cardiff office it acquired following the purchase of national advisory chain Bluefin last year.
The office, which provides a base for 15 Towry staff members including six wealth advisers, was formally re-opened under the Towry banner this week.
The Cardiff office opening, coupled with recent office opening in Knutsford, means that Towry now has 21 offices across the United Kingdom, managing a total £6 billion of client assets.
‘We are looking forward to developing existing client relationships, and to building new ones,’ said Lord, who is a former president of the Institute of Financial Planning.
Towry head of wealth advice Andy Cowan added: ‘We are thrilled to have expanded our national reach into Wales as we continue our strategic growth in the wealth advice industry.
‘We are also pleased to announce Julie Lord’s appointment as senior client partner. It is great news for Towry to have someone with her expertise and leadership skills.’