Insurance broker and financial advisory firm The Wilson Organisation has recruited wealth management specialist Jo Noon to create and head-up its new Wealth Management service and Pensions Reform Campaign for clients.
With over twenty years financial services and wealth management experience gained whilst with Lloyds Banking Group as a Senior Financial Advisor and four years as Private Client Manager at one of the UK's leading investment houses, Jo Noon's new role will focus on advising Wilsons' clients on strategies for continually maximising the financial return on investments.
The new Private Client Advisor role is part of the firm's extensive Financial Services team, headed by Wilsons' CEO Annabel Prow, and sees Jo working with clients across the UK from the firm's head office in Nottingham.
Jo explains: "Our Wealth Management advisory service encompasses all so-called 'Wrap Platform' products such as ISAs, pensions, on and off shore bonds. By working with a dedicated Advisor, clients benefit from a focussed and specialist service in which we keep track of the changing legislation, rules, maximum and minimum investment thresholds, and work for them to move and reinvest capital and growing investments to maximise financial returns.
"The beauty lies in providing our key clients with one point of contact, and we do all the research and work for them. Our job is to alert clients to any changes or opportunities across the global markets that are most appropriate to their current or evolving financial situation."
For more information contact Jo Noon, Wilsons on 0115 9420 0111 or at jnoon@wilorg.com.
