Walker Crips has swiped financial planner James Bonarius from Tilney.
Bonarius joins the firm’s wealth management division where he will focus on business development and growing strong client relations.
He has been with Tilney for the past seven years where he developed a “proven track record establishing lasting client relationships” as a financial planner, Walker Crips noted. Tilney merged with rival Smith & Williamson at the start of September.
Bonarius’ 20 year plus career also includes a stint at Pen-Life Associates as a senior paraplanner and over a decade at Aviva Life & Pensions as its business development manager. He is a Chartered Financial Planner and member of the Chartered Insurance Institute.
Dominic Martin, managing director of Walker Crips Wealth Management, touted Bonarius as a “strong addition” to the team and said his appointment forms part of the firm’s wider push to expand its advisory offering.
Alongside Bonarius an administrator and graduate trainee have also been added to the team recently, Martin said, “setting the foundations for our continued growth”.
Last year the firm revealed a shake-up of its management team, appointing Nick Hansen as CEO of Walker Crips Investment Management and ex-7IM CIO Chris Darbyshire as its new CIO.
