Following continued growth at Affinity Private Wealth and demonstrating further investment in the business, Affinity are delighted to announce the arrival of four new team members. Three of the new staff strengthen the Trust team; Debbie Lumsden joins as a Trust Director, Eleanor Doherty as Trust Officer and Angela Pearce as Trust Accountant. All three bring great experience in private client trust practice strengthening an already highly regarded team. The final new starter is Ellie Harrison, who joins us as an Office Administrator taking a broad role across the busy Affinity group.
Justin Thomas, Managing Director of Affinity Trust said "We are excited by the continued growth of Affinity. These local hires will ensure we continue to deliver excellent service to our client base, which has grown by 65% over the past year. A decisive contributor to that growth has been the quality of our staff, who all become shareholders in Affinity. Our key differentiator is the quality of the counsel we offer. In addition to managing investments or acting as trustees and company directors, many families approach Affinity for advice on matters relating to financial wellbeing for the younger generation, mid life guidance and latter life executorships. Clients have been known to refer to Affinity as their 'financial family'."