Financial services firm Fidelius has appointed wealth planner Carlton Hall to its board as the company continues its growth strategy.
Hall (pictured), a chartered banker professional financial adviser, who brings with him 27 years of experience in the financial services industry, joins from Ashcourt Rowan, where he was their top producer in terms of recurring revenues and new business.
Based from Fidelius’ London office, Hall will use his expertise to help clients benefit from the changes brought about by the Retail Distribution Review (RDR).
Hall, who takes up his role today (11 April 2013), will continue to focus on financial planning for high net worth individuals, business owners and trusts, areas he has specialised in for the last decade.
Hall says: “I was attracted to Fidelius because of the quality of its people and strong business model. To be on its board and to play a central role in the business is something that I am energised and excited by.”
Hall joins Fidelius with a wealth of experience across financial services. His career began with a three-year stint at General Accident before he moved to pensions specialist firm NPI, where he worked with Fidelius’ chief executive Jim Grant. After working at Aegon Scottish Equitable for seven years, he became a shareholder in wealth management firm IFS Group Ltd in 2003. In 2008, IFS was sold to Ashcourt Rowan.
During his time at Ashcourt Rowan, Hall was managing director of two joint venture firms with accountancy firms Wilkins Kennedy Financial Management and Venthams Wealth Management.
Jim Grant, chief executive of Fidelius, says: “Carlton is a hugely respected wealth manager with a proven track record. One of my predictions about RDR was that it would dislocate a number of top advisers when the firms they worked for changed their propositions in response to RDR and advisers no longer believed in them. Bringing a man of Carlton’s reputation and expertise on to the Board is a statement of intent by Fidelius and I strongly believe that our client proposition will attract other similar individuals.”
