Award-winning Financial Planner Emma Hall is set to join Clifton Wealth in Bristol and apply her skills to the personal investment, income drawdown and inheritance tax sectors.
Ms Hall, originally from Llandudno and now living in Clifton, Bristol, was named "2010 Newly Qualified Financial Adviser of the Year" in the Financial Adviser Life and Pension Awards. Her move to Clifton Wealth, part of Clifton Asset Management, is a major coup for the Bristol-based organisation, says the company which specialises in pension management.
In her new role she will focus on female investors. She said: "There are a limited number of women working in the Financial Planning sector and financial services, however I often find that women are much more comfortable talking to other women about their financial circumstances and I'm very keen to help them put plans into place to meet their dreams and goals."
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"There are many women who need trusted advisers because they have, for example, gone through a divorce or lost their partner and need to take stock of their financial situation. More often than not they are very aware of money, investments and what they can afford to spend or save, but need some guidance as to how best to manage this. It's my aim to make this process as uncomplicated and stress-free as possible."
Clifton Wealth's group Financial Planning director Anthony Carty said Ms Hall would add a new dimension to the business. He said: "We are delighted to have brought Emma into Clifton Wealth, not least because she can add a woman's touch to Financial Planning. She has an outstanding track record in a very competitive business and we are looking forward to watching her grow with the business."