Schroders Personal Wealth, the Financial Planning arm of Schroders and Lloyds Bank, has hired five new planners including award-winning adviser Makala Green from wealth manager St James’s Place.
Ms Green joins the company as a Personal Wealth Adviser.
Her accolades include Marketing Influencer of the Year and Financial Adviser of the Year for the Southeast. She will work in the Buckinghamshire and Oxfordshire regions.
Ms Green joins from St James Place Wealth Management, where she was the director of Green Wealth Planning Ltd for seven years. Prior to this she was a Financial Planning manager at Nationwide Building Society.
Other new hires will cover the North West and North Wales as Schroders Personal Wealth seeks to boost its regional presence.
- Elaine Porter, Paul Innocent, Neil Whiteside and Michael Hart join as a Personal Wealth Advisers
- Ms Porter will cover Chester and Wirral and previously held roles at Prudential, NatWest and Nationwide
- Mr Innocent, who has 17 years’ experience in Financial Planning advice, will cover Blackpool and Flyde Coast. He previously held roles at Axa, Wesleyan and Wealth at Work
- Mr Whiteside joins from Wesleyan Financial Planning and will cover Liverpool. Prior to Wesleyan he held a number of roles at Lloyds Bank
- Mr Hart will cover North Wales. He joins from HSBC where he has spent the last eight years dealing with HNW clients. Prior to this he worked at Santander for eight years covering North Wales
Ben Waterhouse, chief client officer at Schroders Personal Wealth, said: “We are pleased to have attracted individuals of this calibre to the business. Makala, Elaine, Paul, Neil and Michael will play an important part in establishing our presence across the regions.
“The need for financial advice is stronger than ever, especially in the current market. We want to help as many people as possible by showing them the importance of having a financial plan. Our advisers across the regions will help deliver our goal of giving more advice to more clients.”
