Alexforbes Offshore has appointed Timothy Townsend as Head of Wealth Management and Corporate Consulting.
The appointment comes at the same time that the company launches a name change, new brand and strapline: Insight, Advice, Impact.
Tim brings with him more than 14 years’ experience in international wealth planning and investments having previously worked for Standard Bank, Ashburton Investments and Lloyds Banking Group.
Tim holds an MSc in International Financial Services with a focus on regenerative leadership and is a Certified Financial Planner® and Charted Financial Planner. His new role will focus on expanding the well established holistic financial advice, employee benefits and personal pension solutions provided by Alexforbes Offshore.
Alexforbes Offshore Managing Director, Adrian Peacock said: “Tim’s appointment matches our aspiration to focus on delivering purposeful advice that makes a positive impact on our institutional and individual clients’ lives. His adaptable style reflects his and the firm’s desire to connect across the generations and position the company as one that genuinely cares about unlocking the powerful insight provided by financial planning to make a lasting positive impact on people’s lives.”
The formerly named Alexander Forbes Offshore was established in Jersey in 1975 with the South Africa Headquarters going much further back to 1935. Its renewed vision is to be the most impactful provider of financial advice serving both institutional and individual clients. Adrian adds, “For Islanders, this means a focus on helping them to improve their financial wellbeing through sound holistic financial advice on protection, retirement and investments.”
Of his appointment, Tim said, “Having always loved financial planning, I am excited to have the opportunity to take my skills and network into my new role. I plan to build on my passion for knowledge in this area and, through quality advice from our world-class planning and pensions teams, help individuals with sound advice and consult employed on how to engage more fully with their valued staff in a way which will help them retain and attract talented employees.”
