Sedulo Wealth's new Head of Wealth, Jon Fisher
Sedulo Wealth Management

Member Article

Sedulo Wealth aims to hit £250m Funds Under Management with multiple appointments

Sedulo Wealth, a division of Sedulo Group with offices in Manchester, London and Leeds, is delighted to announce the appointments of Christy Morrison as Wealth Management Director, Zoltan Molnar as Chartered Wealth Planner and Angela Wise as Independent Wealth Planner. Christy, Zoltan and Angela have worked as a team for over 15 years, recently joining from WH Ireland.

These new hires come immediately after the recent recruitment of Jon Fisher as Head of Wealth and Jamie Barrington as Senior Paraplanner, who also joined the firm in June from Grant Thornton.

Sedulo Wealth Management provides advice and investment strategies to high-net-worth individuals, their families, as well as business planning to corporate clients on all aspects of their financial journey.

The Group, with almost 150 employees, continues to have growth of almost 50% across accountancy, tax planning, corporate finance, banking and wealth divisions. It aims to have £250m of Funds Under Management by the end of 2020.

Newly appointed Wealth Management Director, Christy Morrison commented on her teams’ arrival,

“We are delighted to have joined a company where we can continue to provide a fully independent tailored service. Sedulo aims to deliver the best professional service and ensure the needs of the client are at the heart of the business; this client-focused ethos made the decision to join an easy one.”

Managing Partner at Sedulo, Paul Cheetham-Karcz, said,

“Our wealth management division is a crucial part of our holistic service offering. These latest appointments continue the programme of development across the division and demonstrates our ongoing commitment to providing a superior level of service. Zoltan, Angela and Christy’s extensive experience in providing wealth planning advice will be hugely beneficial to our clients. Our group continues to expand, with several further key hires also planned, not least in Liverpool, where we expect to launch our 4th office in late 2020.”

This was posted in Bdaily's Members' News section by Sedulo Wealth Management .

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