Financial advisory firm Wealthcare has boosted its team with a new practice manager and a client service executive.
Denise Adam and Gwen Robertson each have more than 20 years’ experience in the financial services sector and live in Bolton.
Denise (pictured on the left) has joined Bury-based Wealthcare as its practice manager. Her role sees her managing client relationships, working closely with the firm’s compliance officer, providing executive PA support to joint managing directors Stephen Cainer and Richard Harris, and developing marketing plans for the company.
Gwen’s (pictured on the right) role involves working for individual clients and providing support to Wealthcare’s client services manager Rachael Hartwell.
Stephen said: “Denise and Gwen are great additions to our team. Both have vast experience of working in the financial services sector and their expertise will be invaluable as we continue to roll out our expansion plans.
“We expect to recruit further across other areas of the business in the coming months, in line with growing demand for our services.”
