Ainsdale based FPC (Financial Planning Corporation) is growing thanks to two recent additions to the team: Antonia Roberts and Jack Haimes.
The firm, which celebrates its 40th birthday this year, provides independent financial planning and investment advice to clients across the UK from its newly refurbished and expanded office in Ainsdale, near Southport.
Antonia Roberts joins the team as Financial Planner from Evelyn Partners (formerly Tilney, Smith & Williamson). Prior to this, Antonia has held roles as an Investment Adviser and Chartered Tax Adviser.
Jack Haimes, Technical Administrator
Jack Haimes has been appointed as Technical Administrator, tasked with enhancing FPC’s use of data and implementing the firm’s new back-office system. Prior to joining FPC, Jack completed a Masters in Business Analytics and Finance.
Antonia said: “Financial planning can be life changing and I’m passionate about supporting clients in all aspects of their financial planning journey. It’s fantastic to be joining the experienced and talented team at FPC.”
Jack added: “I’m looking forward to assisting the investment team and am enjoying being surrounded by a friendly and talented team, adding value to FPC’s growing client base.”
Managing Partner at FPC, Moira O’Shaughnessy commented:
“We’re delighted to strengthen our ever-expanding team with the appointment of Antonia and Jack. As a firm which has been established for 40 years, we know that the key to our consistency is our people and their determination to go above and beyond for our clients to protect and enhance their financial wellbeing.
We look forward to seeing Antonia and Jack flourish in their new roles.”
