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Quilter Cheviot Europe set to establish financial planning service after new appointment

Euro coinsQuilter Cheviot Europe has appointed Andrew Fahy as head of financial planning as the firm plans to establish a financial planning proposition in Ireland.

Fahy joins from Brewin Dolphin Ireland where he served as head of tax and financial planning and he will be reporting into chief executive, Brian Weber.

Fahy has also served at Investec Wealth & Investment in a similar role.

Fahy said: "Effective longer-term wealth planning often necessitates both, and I look forward to working alongside our investment managers and financial advisers, both in-house and third party, to help to deliver great client outcomes."

As part of its growth strategy, Quilter Cheviot Europe is planning to establish an integrated investment management and financial planning service across its office network.

The move will see a new financial planning operation established at the Dublin office, serving European clients.

Quilter Cheviot currently manages over 1,500 clients, with a high level of growth expected from the Dublin office with the development of the new propositions.

Brian Weber, chief executive of Quilter Cheviot Europe, said: “For some time now, we have wanted to incorporate financial planning into our offering for clients and Andrew’s appointment signals the start of the evolution of the service we can offer. “We have worked with financial advisers and intermediaries for over two decades and have a good understanding of how the two can be brought together for the benefit of the client. Increasingly clients are looking for a modern-day wealth management offering, and this goes well beyond just investment management.”

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