We are pleased to announce that David Penny has accepted the role of Chairman of Invest Southwest.
David commented:
“Sixteen years ago, I conceived the idea of setting up a local, professionally run, Independent Financial Advice business. I never imagined it would grow into the present-day Invest Southwest Independent Financial Advisers, with eighteen highly qualified and experienced fully independent Financial Advisers.
We also now have a simply superb Wills & Estate Planning business, Will Management Services. Together with Invest Southwest we service over 10,000 clients and turnover in excess of £3 million. As well as the business side, we support many local organisations and charities and have attained exemplary client satisfaction. All of these achievements have made me immensely proud.
Having developed my knowledge and skills in the pressure cooker High Street bank assurance management environment, it has been a real joy to utilise that knowledge and those skills in such a positive way. I have enjoyed every minute helping staff fulfil their potential and clients achieve their financial goals. It has been both an honour and a privilege.
As those past years have been so immersive, it is time for me to lighten my load and hand over control of the business to someone who I am fully confident will continue to drive Invest Southwest to even greater success. I am very pleased that person is the first adviser to join the company fourteen years ago. Someone who has demonstrated fantastic entrepreneurial and management skills, helping to grow the business and achieve a seamless handover of control.
So, I am delighted to announce that Matthew Duncan has taken over as Managing Director.
I am staying in the business in the role of Chairman, helping to migrate clients to our other highly experienced advisers and providing support to management, staff and clients.
I am looking forward to being a part of the next phase of our journey as we navigate the current choppy financial seas and head confidently into calmer waters in the years to come”.
23 November 2022
The views expressed in this blog do not in any way constitute advice and are specific to the date noted. As time passes the facts can change and readers should consult their adviser for up to date advice on any matters covered within the blog. Invest Southwest offers an initial review, which is free of charge, however long it takes. From this we will be able to confirm how we can help and give you an opportunity to decide if you would like us to. Thereafter, we will provide you with detailed recommendations and exact costs. Please note that we promise not to levy any kind of fee unless we can demonstrate a benefit to you.
