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Heartwood adds client director to intermediary team

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Heartwood Investment Management has appointed Paul Rose as intermediary client director.

Rose will help develop and manage Heartwood’s financial adviser business solution and distribution strategy.
 
Rose joins Heartwood from Novia Financial where, as regional sales manager, he was initially responsible for developing the company’s presence in the North East before taking over responsibility for the North West region.
 
Prior to that, he was national sales manager at Cofunds, instrumental in the fund administration service provider seeing its highest overall new net sales in four years. Rose has also worked at Zurich Financial Services progressing to regional sales manager.
 
Mark Rockliffe, head of intermediary sales at Heartwood Investment Management, says: “We are delighted to welcome Paul to Heartwood. He brings a wealth of experience and an impressive reputation in the intermediary sector. He will play a key role in the development of our business amongst advice and wealth management firms in the future.”
 
Rose says: “I chose to join Heartwood Investment Management because of the strength of its investment proposition. Clients get access to the same sophisticated investment process regardless of the amount they wish to invest. This is complemented by a robust support framework and is a hugely compelling business solution for financial advisers.”
 
Heartwood Investment Management seeks to help firms who wish to focus on the advice aspect of their client relationships and outsource the investment management of their clients’ funds.

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