New Financial Planning Director Joins G+E Wealth Management
21st April 2021
Garbutt + Elliott Wealth Management (G+E Wealth Management) has announced the appointment of Mark Frier as a Financial Planning Director.
Mark’s appointment signals the continued success of the Wealth Management team located in Leeds and York. The team has developed significantly over the last 3 years resulting in the need for additional leadership capabilities to enable further growth. In addition to leading a group of advisers, Mark will add strength to the advice provision of the firm by looking after his own portfolio of clients, providing a personal and reliable service to individuals across the region and beyond. This latest appointment is another example of the substantial investment made by the firm through a balanced mix of internal promotions and external recruitment, bringing the current team to 28.
Mark joins G+E Wealth Management from Schroders Personal Wealth, formerly Lloyds Bank where he held a variety of senior management and adviser positions in the UK, Isle of Man & Gibraltar. With over 30 years in the industry, Mark brings extensive experience to the business having started his career as a clerk in Knaresborough.
Robert Simpson, Managing Director for G+E Wealth Management said: “Mark is the latest addition to the G+E Wealth team which has seen its overall headcount treble over the last 3 years. Mark has an impressive background and over his career he has advised some of the North East & Yorkshire’s wealthiest families in addition to leading teams providing advice throughout the world. I am delighted to welcome him to the team.’”
Mark Frier, Financial Planning Director at G+E Wealth Management added: “G+E Wealth Management has an enviable reputation, and I am very much looking forward to working with my new colleagues to assist our clients with bespoke planning strategies in these extraordinary times.”