Financial adviser Ralph Zoing has joined forces with Harrogate Wealth Management founder Lee Hurst to bolster the boutique wealth firm.
The Harrogate firm has seen significant growth since its launch last November.
In his new role, Mr Zoing will focus on delivering a bespoke wealth planning service to Harrogate Wealth Management’s clients and developing links with fellow professionals.
“As someone who is staunchly wedded to the principles of independent financial advice, I am really pleased to be working in a firm that is also fiercely protective of its independence,” He said.
“Lee has done an amazing job of creating a truly client-focussed financial planning and wealth management firm, successfully providing bespoke advice to individuals, businesses and trusts.
Co-Director Lee Hurst added: “Already, our fledgling business has grown to a six-strong team and in our first calendar year of trading, we have exceeded our predicted turnover by 40%.
“Ralph will add strength and depth to the team, helping us to meet growing demand for our services, which is particularly being driven by current interest in the topics of pensions and retirement planning advice.
“Our position as an independent, fee-based boutique firm, able to offer a high level of individual service and with a transparent fee structure, is proving very attractive to clients in Yorkshire.”
Harrogate Wealth Management devises comprehensive services incorporating retirement planning, tax planning, personal inheritance, investment and pensions advice, working closely with clients’ other professional advisers as required.