Midlands financial advisory team established in Birmingham

Sedulo Wealth has established a financial advisory team in the Midlands, after arriving in Birmingham in March.

The acquisition of R&D tax advisory firm BTA Services marked Sedulo’s entrance to the Midlands market, with plans to build from this base.

Rod Ings and Rob Venvil have now been appointed as chartered financial planners with financial planning careers spanning over 30 years and 20 years, respectively, establishing a Midlands regional team.

The mid-tier advisory firm has more than 200 advisors across five UK cities and £280m of funds under management. Sedulo hopes to double in size over the next three years with new city centre regions being at the core of the strategy.

The announcement follows Sedulo Wealth’s reporting the first steps of a regional structure in May 2024, after the appointment of Steven Hilditch as wealth planning director to cover the North West.

Head of wealth management at Sedulo Wealth Jon Fisher said: “We’re delighted to welcome Rod and Rob to the team. They bring vast experience with them which is crucial to our strategy of installing highly qualified and personable experts across the country in each of their home cities that the Sedulo Group operate in.”