Bristol-based Financial Planning firm Integrity 365 has added a Chartered Financial Planner and an armed forces veteran to its adviser team.
Sophie Haslehurst and Benjamin Beck will cover London, Oxfordshire and Surrey.
Ms Haslehurst is a Chartered Financial Planner who specialises in working with business owners and entrepreneurs. She has joined the firm as a senior Financial Planner.
She specialises in tax-efficient investments and complex financial situations such as SSAS and family investment companies. Previous roles have included work at Schroders Personal Wealth and Investec. She is also a mentor in the Financial Adviser Mentorship community.
Mr Beck has joined the financial services industry after leaving the British Army in 2016. He has joined the firm as an independent Financial Planner.
He specialises in helping companies to deliver financial wellbeing sessions and assist their employees with Financial Planning requirements.
He graduated from the Openwork Academy in 2018.
He is passionate about supporting students, second careerists and veterans looking to join the Financial Planning profession and founded the Financial Adviser Mentorship community in 2020.
Matt Goy, CEO of Integrity 365, said: “We are delighted to welcome Sophie and Benjamin to the Integrity365 family. As a business that has been built on the foundations of exceptional client service and high-quality independent financial advice, we believe in creating long-lasting relationships between clients, advisers and colleagues. Therefore, we very much look forward to our new recruits working with our clients and developing current and existing relationships.
“We are always excited about attracting new talent in all roles through Integrity365, offering support to both our corporate and personal clients.”
Integrity 365 was founded in 2020 by senior executives from accountancy firm Beavis Morgan and general insurance firm Jelf. The firm is led by former Beavis Morgan group chairman Paul Jackson and Jelf insurance group founder Chris Jelf.
Shortly after founding the business Integrity 365 acquired High Wycombe-based IFA firm MRIB.
The firm and its acquisitions are financed by private investors.
