Kerry Rothwell has been appointed as Performance and Development Partner at Newcastle Financial Advisers.
With 25 years of experience in financial services, Kerry joins from Fairstone Financial Management Limited, where she was Head of Business Practice.
In her new role, she will support the professional development of the Newcastle Financial Advisers teams, while also focusing on refining the businesses’ systems and processes.
Her experience with acquisitions will also support the growth of Newcastle Financial Advisers' business, to help ensure that as many people as possible in the region have access to trustworthy financial advice.
Newcastle Building Society introduce clients to Newcastle Financial Advisers, who provide accessible advice on investment, retirement, inheritance tax planning, and protection advice across the North East, Cumbria, and North Yorkshire, through the Society’s network of branches and our financial advice location in Pickering.
Iain Lightfoot, Managing Director of Newcastle Financial Advisers, said: “Kerry’s appointment brings a valuable set of knowledge, skills and experience to the Newcastle Financial Advisers team. I am delighted to have her on board and her addition to the business will help to further drive and deliver high quality financial advice that is personalised, authentic, reliable and thereby makes a real difference to our customers’ lives.”
Kerry said: “Ensuring that we make high quality financial advice as accessible as possible to everyone is a top priority for Newcastle Financial Advisers, and our colleagues are a huge asset to the business in realising this ambition. That’s why I’m particularly looking forward to supporting the development of the whole team at Newcastle to ensure we deliver consistently high standards of customer service throughout all the communities we currently serve in the North East, Cumbria and North Yorkshire and with an eye on expanding in to new communities also.”
Download the press release (PDF, 180kB).
Image caption: Kerry Rothwell, Performance and Development Partner, at Newcastle Financial Advisers.
Approved by the Openwork Partnership on 09/05/2024
Some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority nor the Prudential Regulation Authority.
Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
