Integritas Wealth Partners have appointed experienced wealth manager Paul Alker as Senior Wealth Partner, as part of their growth plans for 2019.
Paul is a Chartered Fellow and Chartered Wealth Manager of the Chartered Institute of Securities and Investments (“CISI”), a member of the Society of Trust and Estate Practitioners (“STEP”) and a Diploma holder with the Chartered Insurance Institute (“CII”). Paul also currently sits on the Personal Finance Society Jersey Regional Officers committee as Education Officer. Paul has held various senior positions at financial institutions including global banks, independent financial advisers and wealth managers.
Edward Loader, Managing Director of Integritas, commented: “Paul brings a wealth of experience as one of Jersey’s premier financial planners and most qualified pension advisers. He was the first practicing adviser in Jersey to pass the CII’s AF7 Qualification in Pension Transfers and demonstrates his dedication to his profession daily by his devotion to providing high-class advice to his clients.
“I’m delighted that Paul has decided that the Integritas proposition of creating a true partnership with our clients is that right fit for him. His appointment further enhances our proposition to Jersey residents.”
Of his appointment, Paul added: “I am delighted to be joining Integritas Wealth Partners and am confident that all of our clients will be able to receive a much more hands on and personalised service, with all of the benefits and resources that working with a partner like St James Place, a FTSE 100 company and the UK’s leading wealth management firm, is able to provide.”