Appointments: BHP Financial Planning, Knight Frank, Bartlett Group

OPERATIONS director Jackie Ison joins the BHP Financial Planning team after 25 years in the industry.

She joins the firm, which recently merged with Chartford Financial Management, and a team of 17 financial advisors and support staff in Leeds, Cleckheaton, Sheffield and York offices.

She is an associate of the Personal Financial Society, Associate of the Chartered Insurance Institute and a Chartered Financial Planner.

Managing director of BHP Financial Planning Joy Clegg said: “Jackie’s appointment will provide an enhanced level of strategic support for our client facing team members, giving them even more time to meet new clients and engage with existing ones and she will no doubt play a key part in the future growth of the business.”

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THE agency and development team at Knight Frank has been boosted with the appointment of a senior surveyor.

Tom Swallow joins the team, which has offices in Sheffield and Leeds, from BNP Paribas where he worked as a surveyor for the last three and a half years.

He will work alongside Peter Whiteley, Rebecca Schofield and Ben White from the Sheffield office of the international property consultants.

Rebecca Schofield said: “We welcome Tom to our team. His skill as a senior surveyor will cover our office agency and industrial divisions and he will be working on a spread of projects across the Sheffield City Region, Yorkshire and the East Midlands.”

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BUSINESS development executive Alexa Owen has joined Horsforth-based risk management and financial services firm the Barlett Group.

Ms Owens joins the business from Romero Insurance Brokers, and will work in the private client division providing high value car and personal insurance.

Robert Simpson, managing director of Bartlett Wealth Management, said: “As a growing business we need to evolve our business development expertise. Alexa’s skill and experience will enhance our offer to existing and new clients.”

 

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