Beaufort Asset Management, which also provides wealth management services, has appointed Helen McCormick to support what it called a "growing team" of advisers and support staff.
She started work in the financial services industry over 12 years ago in compliance checking direct to consumer product sales for an insurance company.
Following this she moved in to intermediary account management for a number of large life companies. She joined Beaufort Asset Management from a data company, where she managed relationships with a range of life companies, asset managers and platforms.
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Ms McCormick holds the Diploma in Financial Planning and is working towards Chartered status.
Simon Goldthorpe, managing director at Beaufort Asset Management, said:
"We are delighted to welcome someone of Helen's calibre to this very important role. Our clients value the truly independent nature of the well researched and prepared advice we provide and our advisers are dependent on a strong support team, which is spearheaded by Helen".
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