Ludlow, one of the North West’s fastest growing Independent Financial Advisors, has announced the appointment of two specialist advisers who will be based at its head office in Southport.
41 year old Philip Bell joins from Hampton Dean as a Financial Planning Consultant. Philip specialises in the provision of holistic financial planning to those in the medical profession having worked for a number of years as an Independent Financial Adviser for the British Medical Association. Being one of just a handful of qualified medical IFA’s in the North West, Philip will be responsible for the development of an exclusive client portfolio of Consultants, GPs and Junior Doctors.
Michael Bell-Smith, also 41, has joined Ludlow as Senior Financial Planning Consultant, moving from Towry Law where he was a Wealth Advisor. Michael has been advising clients on their financial needs for over 22 years having held a senior IFA role for 13 years with HSBC where he managed client investment portfolios largely on a discretionary basis. Michael holds the Chartered Insurance Institute Diploma in Financial Planning and is a specialist in portfolio management and inheritance tax mitigation. Michael will play a key role in advising private clients on their investments.
Sid Ludlow, managing director of Ludlow said: “I am delighted to welcome Philip and Michael to the company. The expansion plans for Ludlow are rapidly taking shape and these appointments will bring a wealth of experience to the company. This will enable us to broaden the range of services we offer and enhance our specialist independent financial advice we provide for professionals and private clients.”
The company is amongst the top 150 Financial Adviser Groups in the UK and is directly regulated and authorised by the FSA. It provides a truly independent financial consultancy to over 1500 private clients across the region; being entrusted to manage more than £150 million of their funds. Ludlow can be contacted on 01704 500324.