On the move: the latest East Midlands hires
WBR Group (WBR), a provider of SSAS administration and tax advisory services, has announced the appointment of three new members to its sales team.
Charlie Dewey joins as director of distribution with Nick White and James Cannon joining as business development consultants.
They join Alan Godbeer, SSAS sales director who has been with the firm for 15 years and has a deep understanding of DBSSAS.
Dewey said: “The SSAS sector is still a vibrant one and such a useful planning tool for SMEs and family businesses. So, when I was looking for my next challenge, being able to be part of the growth story of WBR was too good to miss. I am looking forward to continuing the excellent work undertaken by Peter and Alan, which has seen the business grow to be the largest independent SSAS administrator in the UK. To continue this growth trajectory, and be able to support advisers and direct clients, we need to build a bigger sales team and we will continue to do this with additional hires.”
Law firm Geldards has strengthened its private client team in the East Midlands with the appointment of experienced senior associate Julie Cook.
Geldards’ private client team supports a range of clients, advising High Net Worth individuals and entrepreneurs on wealth management, tax planning and trusts.
Joining the team from Buckles Law, Cook brings with her a wide variety of experience in private client law.
Julie Cook
She has over twenty years of legal experience and is an accredited member of STEP (Society of Trust and Estate Practitioners).
She specialises in Estate Administration, Wills and Legal Power of Attorney for individuals and business owners.
Chairman David Williams said: “We are delighted to welcome Julie to our acclaimed Private Client team in Nottingham. The team is widely recognised for its unique expertise in dealing with high-value and often complex estates, proudly serving many generations of the same families. Julie’s experience and skills perfectly complement our existing team, further enhancing the first-class legal service we provide to our clients.”
Cook said: “I am pleased to join Geldards’ leading Private Client practice, the team is well-known for exceptional client service. I am looking forward to putting my experience to good use, getting to know clients over the coming weeks, and working with the rest of the Private Client team.”
