Please feel free to get in touch

News Archive

New Chief, More Jobs at Worcester Wealth Management Specialists

As featured in the Malvern Gazette...

Sanlam, the wealth management business, has appointed a new head to its Worcester office, as it embarks on a growth and recruitment drive for more staff.

Tim Brendon, formerly head of operations at the Large Business Unit at St. James’ Place, London has been appointed to drive forward the company’s plans for growth alongside Sanlam Wealth Planning chief executive Alex Morley.

Mr Brendon said: "Sanlam offers an unrivalled wealth management service in Worcestershire which makes us an interesting and motivating choice for those looking to invest their money with confidence or for professional financial planners looking to progress their careers within a world class organisation. My role is to bring that experience and expectation to the people of the county, as a client facing business, as an employer and as a central part of the community. Sanlam continues to support local charities by sponsoring events for Acorns and St Richards Hospice, the work of Wooden Spoon and by hosting our own annual charity fund raising lecture.

Mr Morley added: “We hope to recruit more than 35 new employees to this Worcester office over the next 18 months and Tim will oversee our plans for growth in the region. Tim is an experienced leader and we anticipate that our Worcester office will grow dynamically under his direction.”

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.