Certified Financial Planner, Jonathan Hill, joins leading South West financial planning firm, Albert Goodman. Jonathan’s appointment strengthens Albert Goodman’s growing private client team.
The newly created role will see Albert Goodman’s independent financial planning services extend into South Somerset, West Dorset and East Devon.
Jonathan joins Albert Goodman with 17 years of professional experience gained from Chard based Milford & Dormor Solicitors, where he headed up the Financial Planning department. Jonathan has particular expertise in providing later life solutions, such as inheritance tax, retirement, pension and care home fee planning.
Commenting on his appointment, Jonathan says, “I am delighted to be joining the team at Albert Goodman. I am particularly looking forward to developing our ties with local solicitors and being able to provide top-level independent financial advice to clients in the local area.”
Director of Albert Goodman Chartered Financial Planners, Dave Robinson, says, “Jonathan has a wealth of experience in financial planning and he is a huge asset to our team. His appointment significantly strengthens our capacity in the local area and I am very pleased we attracted him to Albert Goodman.”
For advice on financial planning matters, including retirement, pension and care home fee planning, contact Jonathan Hill through Albert Goodman’s Chard office on 01460 64646 or Yeovil office on 01935 423667 or firstname.lastname@example.org.