Level-four qualified James Ferguson, who joined Guardian Wealth Management in 2015, is currently studying towards chartered status with the Chartered Insurance Institute.
Ferguson (pictured below) told International Adviser: “My primary focus is going to be working with the team bridging the gap between the UK’s ‘RDR’ compliant advice and the offshore market. The offshore market is evolving and we need to embrace that.”
He added: “I have been lucky enough to work for some prestigious companies in the UK market for many years before joining Guardian Wealth Management so I hope to be able to bring that experience and share it with an already talented team.”
Guardian’s Middle East regional director Hamzah Shalchi said Ferguson is “the new breed of financial planner with a high level of qualification who possess the strong leadership skills needed to transition the business in this ever-changing regulatory environment”.
Ferguson’s career started at Coutts & Co private bank in London before moving a few years later to the Bank of England. After seven years in banking, in 2008 he moved into private client work, working as an appointed representative of Legal & General and in 2012 became an independent financial adviser with Enness Private Clients.
Green had joined Guardian in 2015 and returned to his previous employer in February.
Howell said at the time that Green’s swift departure was not a problem for the business as “we’ve got a good team here”.
