Canaccord Wealth has appointed Gary Steel as a senior wealth planner.
Based in London, he joins the firm from Brewin Dolphin, where he held the role of divisional director, providing financial planning and investment advice to wealthy individuals and their families.
Steel has worked in financial services for 25 years, with a particular emphasis on “lifestyle financial planning,” and helping clients align their finances with their ambitions.
He will report to head of wealth planning, David Goodfellow.
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Goodfellow said: “We are thrilled to welcome Gary to our team. His extensive experience and dedication to lifestyle financial planning will be invaluable as we continue to expand our wealth planning services.
“Gary’s approach aligns perfectly with our commitment to helping clients achieve their financial goals and maintain their ideal lifestyle.”
Steel added: “I am excited to join Canaccord Wealth and contribute to our purpose of helping our clients build their wealth with confidence.
“My ethos of aligning finances to clients’ ambitions fits seamlessly with Canaccord Wealth’s mission. I look forward to going above and beyond for our clients, helping them achieve financial freedom and their ideal life.”
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