People Moves
Who's Moving Where In Wealth Management? - Maven, Smith Cooper
The latest senior moves in wealth and asset management from across Europe and the UK.
Maven
Maven
Wealth Management, a Welsh hub of independent wealth
managers, has appointed Gareth Tregidon as head of financial
planning.
A certified financial planner™ and chartered wealth manager, Tregidon has almost 30 years’ experience within the sector. He previously worked at the independent financial planning arm of Stafford House Investments, and before that, Bevan & Buckland, according to his Linkedin profile.
Smith Cooper Independent Financial Services
Leicester-based
Smith Cooper Independent Financial Services, part of the
Smith Cooper group, has appointed financial planner Mufaddal
Travadi.
Travadi previously worked at Hargreaves Lansdown, where he spent more than eight years as a financial advisor. He also worked at Skipton Financial Services and Santander.
Smith Cooper IFS serves corporate and private UK high net worth clients in areas including inheritance tax and estate planning, investment advice, retirement planning and corporate planning.
Smith Cooper is an accountancy and business advisory group, operating across the Midlands region of the UK, with offices in locations including Derby, Birmingham and Nottingham.
