Joining the group from the IFA firm Sovereign Independent Advisors is Sophie Haslehurst, who has 12 years of experience in financial planning.
At IW&I she will work closely with IW&I’s senior director Anthony Flynn.
Haslehurst began her career at Aegon in 2007, before moving to CR Toogood and then EQ Wealth where she advised personal and corporate clients, specialising within tax efficient investing.
At Sovereign Independent Advisors she provided financial planning advice to private and corporate clients with a particular focus on tax efficient investments and long term care.
Chris Aitken, IW&I’s head of Financial planning, said: “Sophie will contribute greatly to the development of our financial planning offering in Cheltenham.
“I am confident her appointment will help ensure we continue to offer the highest level of service to existing and new clients.”