Well-known wealth management adviser joins fast-growing firm

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A well-known East Midlands wealth management consultant has joined a fast-growing Leicester firm.

Truinvest, which recently bought out Group Rapport and Bromwich Financial Planning, has hired Ginny Gamble as an adviser.

Hallam joins from Mattioli Woods, where she has been for five years. Before that she spent almost a decade at JP Morgan. She will join the Bromwich Financial Planning team in Market Harborough.

Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal, former colleagues at wealth management advisors Mattioli Woods. The business has been growing over the last 10 months, with employee numbers now standing at 26.

Mark Smith, chief executive officer, said: “It has always been a key part of our strategy to grow the business by recruiting and training new advisers. We are absolutely delighted that such well respected and experienced advisers have chosen to join the Truinvest group at this stage in our growth and again is a statement of our intent.”

He added: “Micky and I formed Truinvest to create a modern, forward-thinking financial services business focused on giving highly-personalised advice and supported by the best of technology. We believe this will enable the group to deliver great client service while freeing-up our advisors to spend more time with clients on the things that matter most in all aspects of their financial planning.”

Gamble said: “I’m excited to be part of a progressive company and a dynamic, motivated team. We are in a new world that is constantly changing: the key to providing excellent advice is to understand our clients’ needs and create robust financial planning and investment solutions, that can be adapted to their changing circumstances. I look forward to strengthening my existing relationships within the local business community and broadening my network.”

Micky Johal co-founder of Truinvest revealed that, as well as new advisers coming aboard, “detailed discussions” were well progressed on further acquisitions.

He added: “The use of modern technology and platforms is at the heart of the Truinvest strategy. The business will partner with like-minded firms as well as developing its own technology, particularly in supporting the advice process, We believe this infrastructure will help advisers joining the group to be able to continue to grow with confidence and remain focused on making their client’s lives better.”

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