Expansion for Moore Stephens financial planning team with new consultant appointment

November 30, 2015
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Bath-based chartered financial planning firm Moore Stephens has expanded its team by promoting Samantha Skuse to financial planning consultant.

Samantha, pictured, who has been with the firm for three years, has been working in the industry for more than six and in that time has gained the relevant financial planning experience and qualifications needed for the role.

She said: “It has been an aspiration of mine to work with clients in achieving their financial planning goals since I started working in the profession. I look forward to developing my career with Moore Stephens who have provided me with tremendous support.”

Samantha will primarily head the firm’s automatic enrolment pension proposition and has been working with many employers over the past three years to implement pension schemes and automatic enrolment processes.

She will manage the responsibilities associated with auto-enrolment to relieve the headache of dealing with this complex area, from the employer.

Moore Stephens Chartered Financial Planners managing director Adrian McCabe said: “It is important that our clients receive the same level of service in this area of financial planning as any other.

“Samantha has become a valuable resource to our clients and her commitment, effective management and communication; skills see that a suitable solution is implemented.”

Samantha plans to attain the Chartered Financial Planner qualification. 

Moore Stephens Chartered Financial Planners was formed in 1998 and is now one of the largest in the South West.

 

 

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