Hurley Partners is delighted to announce two important appointments.
Caroline Henry joins as Operations Director in London. She will continue to develop the firm’s internal processes and IT capabilities that ensure clients receive the highest quality service whilst ensuring exemplary compliance. Caroline’s extensive experience in this area was gained at Brown Shipley where she worked alongside Hurley’s directors for many years. She held senior roles in operations, compliance and project management.
James Hounsell is joining as Pensions Manager at Leatherhead to provide support to the firm’s directors in managing and reviewing clients’ pension arrangements, with particular emphasis on SSASs and SIPPs. James was formerly at Coutts, where he gained valuable experience in handling the financial planning needs of their HNW clients.
Paul Cody, CEO said, “The recruitment of Caroline and James reflects our continued and measured development. We are delighted to be joined by two more like-minded and qualified people. We have known Caroline for many years and had no hesitation in asking her to join in this senior position; James will be a valuable addition to our highly qualified pensions’ team. Our experience in handling member-directed schemes (SSAS & SIPP) is responsible for the success we have had in attracting new clients who require truly expert advice. This is particularly so for the role of pensions in legacy planning and follows the radical changes in April 2015.”