Sam Whybrow CFPTM Chartered MCSI joins from Lubbock Fine Wealth Management. He is also a Registered Life Planner.
Mr Whybrow said: “Cervello is well positioned for the future and I see a bright future, hence why I joined. From speaking with the clients who also joined me from my last firm they are also delighted that I’ve joined a forward thinking firm that have the capability to develop. They are keen to be bigger fish in a smaller pond so that they can feel part of something. This was important to me.”
He was attracted to the company due it being “open minded and fun to work with”.
Mr Whybrow has known his new employer for a number of years, but only through his media work.
He explained: “I was interested to hear more about his work with AE in a Box and initially contacted him and his team over a year ago. Chris presented his expertise in the corporate pensions field and we hit it off from there.
“I was so impressed with AE in a Box that I was interested to hear more about Chris’ IFA practice, Cervello Financial Planning. Chris and I got on really well that we kept in touch and had very similar ideas and ethics. It wasn’t until the start of this year that we seriously discussed working together.”
He said they shared an interest in technology and using digital solutions to improve client efficiency and engagement. They have discussed “harnessing the opportunities for clients and the practice alike”, he said.
As for plans for the future of Cervello, he said these were “to grow our client base and maintain the high service levels our clients have been accustomed to”.
He said: “There are lots of opportunities to consider and implement. We will continue to evolve and include our clients in the process. They are our stakeholder and we want them to be part of Cervello’s success as much as we are.”
Mr Daems DipPFS was “chuffed to bits” to add Mr Whybrow, saying: “Sam is a highly skilled, highly qualified financial planner. He’s so highly qualified we almost have to extend his business card to fit all his qualifications onto it!
“However, he is more than that. He’s an incredibly decent bloke who does the right thing, is always trying to improve and innovate, works incredibly hard and has a cracking sense of humour. That’s why we’re proud to have him join Team Cervello and look forward to what we can do as a team collectively in the future.”