Punter Southall Aspire has brought Mercer’s Josh Gordon to take over the role of principal in its Poole office.
Gordon, a chartered financial planner, has spent over seven years advising private clients at Mercer, prior to which he worked for NatWest.
Along with six other financial planners based in Poole, he will advise a growing number of individual and corporate clients.
His appointment follows two other recent financial planner hires and the business is seeking further recruits.
Josh says: “Punter Southall Aspire is a modern, forward thinking, financial planning business with ambitions to become a leading national player. This attracted me to the role, as I want to be part of this exciting growth journey.
“The demand for wealth management advice from high-net worth individuals and businesses has increased significantly in recent years and I look forward to helping clients plan effectively for the future.”
Punter Southall Aspire managing director, financial planning Bryan Parkinson says: “We are delighted to welcome Josh Gordon. As an experienced chartered financial planner, he will add value to our clients and support them on broad range of wealth management issues. As a principal, he will also help develop and grow the Poole office moving forward”