Francis Clark Financial Planning (FCFP) has recruited five new personnel to strengthen its financial services team.
Paul Greet joined FCFP as an auto-enrolment consultant from JLT (Jardine Lloyd Thompson) in Exeter, where he worked for ten years in various client facing roles.
Mark Tweedie has joined as a senior paraplanner, providing technical support and research to advisers, having spent five years in a similar role for local firm, RK Shipman.
Rachel Allen has joined the business as a chartered financial planner from the Exeter firm, Thomas Westcott, while Ben Nurse has been recruited as a paraplanner and is based in the Truro office.
He said “I am delighted to have been given the opportunity to work for Francis Clark, it is clear there is a great team ethos and a focus on ensuring we provide the best and most effective solutions for our clients.”
The final recruit to the team is Natalie Korzeniewski in client liaison.
Gary Quick, marketing director of Francis Clark Financial Planning, commented: “Our focus is on employing the best candidates who can provide excellent advice and superior service to our clients on a range of financial matters across the south west.”