Fortnum Private Wealth has appointed a former BT Financial Group manager to the newly created position of head of advice.
Kerry Thomas is the former national manager, practice advice at BT Financial Group, and will be tasked with enhancing the delivery of Fortnum’s professional advice program to the group’s national network of advisers, according to a statement.
Ms Thomas has over 15 years of financial services experience and will report to Fortnum Private Wealth managing director Joel Taylor, the statement said.
Mr Taylor said Ms Thomas has the right blend of skills, expertise and values, and is the right cultural fit.
“It’s important that our staff – and advisers – have a high degree of personal integrity, and embrace our high performance, collaborative culture,” he said.
“Kerry is an experienced professional who has a genuine rapport with advisers and she is a great addition to the team.”