Heartwood adds intermediary client director

Heartwood Investment Management has announced the appointment of Paul Rose as an intermediary client director.

Rose will help develop and manage Heartwood’s financial adviser business solution and distribution strategy, the company said in a statement.

He joins Heartwood from Novia Financial Plc where, as regional sales manager, he was initially responsible for developing the company’s presence in the North East before taking over responsibility for the North West region. Prior to that, he was national sales manager at Cofounds and has also worked at Zurich Financial Services progressing to regional sales manager.

Mark Rockliffe, head of intermediary sales at Heartwood Investment Management, said: “We are delighted to welcome Paul to Heartwood. He brings a wealth of experience and an impressive reputation in the intermediary sector. He will play a key role in the development of our business amongst advice and wealth management firms in the future.”

Paul Rose, intermediary client director at Heartwood Investment Management, said: “I chose to join Heartwood Investment Management because of the strength of its investment proposition. Clients get access to the same sophisticated investment process regardless of the amount they wish to invest. This is complemented by a robust support framework and is a hugely compelling business solution for financial advisers.”

ABOUT THE AUTHOR
Gary Robinson
Deputy Editor, International Investment and Head of Video at Open Door Media Publishing. A fully qualified journalist and filmmaker with more than 20 years' financial services experience, both as journalist and originally as an IFA.

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