Jelf Financial Planning appoints Project Director ahead of RDR
Jelf Financial Planning, one of the UK’s leading wealth management companies, is pleased to announce the appointment of Ian Hancock as Project Director, to lead the business’ marketing and development activities.
Ian, who will be based out of the Jelf’s Bath office, will be responsible for developing a seminar proposition for clients to explain the benefits of the business’ new investment solutions. Ian will also implement a marketing and communication plan to support both retention of existing clients and new client acquisitions.
With a wealth of industry experience, Ian joins the team from Ashcourt Rowan where he was Group Head of Business Development for the financial planning and asset management businesses. Prior to that, Ian spent 10 years at St. James’s Place Wealth Management, where he held a variety of senior roles in business development, service delivery, marketing and client management.
Ian commented: “Having met MartynLaverick, Managing Director of Jelf Financial Planning and Alex Alway,Jelf’s CEO, I was very impressed with their vision and plans for the future of the business. A significant amount of time and resource has been committed to developing a strong client proposition to meet the requirements of the RDR, so it was a fantastic opportunity to join the company at such an exciting time.”
MartynLaverick added: “I am delighted to welcome Ian to the team. With his expertise, I know that he will provide immediate and much needed support in the run up to RDR to both existing and new clients. I look forward to working with him closely in the coming months.”
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Notes to editors:
Media contact: Charlotte Troy,
, 0117 315 6549.
About Jelf
Jelf is a leading independent consultancy supporting businesses and individuals with expert advice on matters relating to insurance, employee benefits, health insurance and financial planning. Our purpose is simple: to build a long-lasting relationship with clients and to become their trusted adviser.
Formed in 1989 by Chris Jelf, the company has 32 locations across England and Wales and employs more than 1,000 members of staff.
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