Chase Wealth Solutions are pleased to announce that Henry Wood has been appointed to the role of Chartered Financial Planner & Team Lead.
Alongside continuing to manage his own client bank, Henry will now:
- Provide day-to-day leadership and coaching for Junior Advisers and the CWS Protection function
- Continue in his role as Chair of the Investment Committee
- Undertake development towards T&C Supervisor capability, supporting the continued strength and scalability of the advice team.
Director Julie Owen comments:
“Henry’s promotion is richly deserved. His technical expertise, leadership, and genuine commitment to delivering the best outcomes for our clients make him a key part of the strength of our advice team, and I’m delighted to see him step into this enhanced role.”
Please join us in congratulating Henry on his well-deserved expanded role and wishing him every success moving forward.