Church House Investment Management has made new hires and promoted from within to further strengthen the team behind their success, in response to increased demand from clients as a result of both Brexit and the pandemic.
Andrea Steel (pictured) has been promoted to Head of Private Clients for the South West, so will work closely with the relationship managers and client services team, operating out of their Sherborne offices. In addition to supporting colleagues, her remit includes further developing relationships with local solicitors and accountants. Church House strongly believes collaboration with other professionals is the key to securing suitable outcomes for those with more complex needs.
Joining them after five years with Investec is Ben Stevens, whose role as Associate Client Manager will see him support the work of the relationship managers in the Dorset office. Ben holds the Chartered Wealth Manager qualification. To maintain their high standards of service, they are also bolstering a client service team with the appointment of Vanessa Short, who brings with her a wealth of customer service experience, having previously spent four years with Battens Solicitors.
Finally, Mike Green has taken up the position of Operational Assurance Manager, which involves running the governance processes relating to their range of six investment funds. After eight years overseeing service operations for a direct investment service, Mike has extensive knowledge of the fund management industry and a strong eye for detail.
Commenting on these new joiners, James Johnsen, Director and Head of Private Clients, said: “Over the last eighteen months, we have demonstrated a high level of resilience in the face of many challenges. It is a great source of pride that our clients remain delighted with their results and the service they have received.
“As consolidation across our industry continues, Church House stands out as one of an increasingly small group of independently-owned investment management businesses. By growing the team, we aim to help more people build effective financial plans, the foundations of which are our range of investment portfolios.”
More information is available on the website www.ch-investments.co.uk.