Glenn Thomas appointed as new Managing Director for Jelf Financial Planning
Following a review of its Chartered Financial Planning Business Jelf is pleased to announce that Glenn Thomas has been appointed as Managing Director of Jelf Financial Planning.
Glenn, who joined Jelf over 20 years ago as a financial planning consultant before becoming a director when the business first incorporated, will undertake this role in addition to his existing remit leading the Group’s Employee Benefits division.
Glenn’s financial planning responsibilities will see him leading a team of professionally qualified financial advisors based across England and Wales. One of his first duties will be to oversee the development of the business in the post-RDR environment. Prior to the deadline Jelf Financial Planning was already operating in a post-RDR world, and has a clear set of client propositions, defined pricing, an investment proposition and all advisors qualified to at least the minimum requirement.
Commenting on his new responsibilities Glenn Thomas said: “I am delighted to be taking over responsibility for our financial planning business and believe that we are extremely well placed to take advantage of the opportunities that the post RDR environment and pension reforms create. We have an excellent client base; experienced, well-qualified advisors, and a very strong client proposition.”
Glenn has also overseen the launch of a Service Charter, which details the comprehensive support clients will receive, whether they are looking at people risks associated with their business or an individual reviewing their investments, retirement plans, mortgage or tax affairs.