Punter Southall Aspire has appointed Chartered Financial Planner Josh Gordon at its Poole office.
Mr Gordon joins as a principal from Mercer, where he spent seven years advising private clients.
His years of experience advising on wealth management and Financial Planning issues include time spent working at NatWest.
He will join six other Financial Planners based at the firm’s Poole office where he will advise both individual and corporate clients.
As principal, he was also help develop and growth the Poole office.
Mr Gordon said: “Punter Southall Aspire is a modern, forward thinking, financial planning business with ambitions to become a leading national player. This attracted me to the role, as I want to be part of this exciting growth journey.
“The demand for wealth management advice from high-net worth individuals and businesses has increased significantly in recent years and I look forward to helping clients plan effectively for the future.”
His appointment follows two other recent Financial Planner hires, and Punter Southall Aspire said the business is seeking further Financial Planning recruits.
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