Jelf founder launches wealth manager | Money Marketing
The founder of the general insurance firm Jelf Group has launched a new wealth management business set on acquiring advisers.
Chris Jelf, along with Beavis Morgan chairman Paul Jackson, has launched Integrity365, which is headquartered in Bristol and funded by private investors.
Its founding acquisition – advice firm MRIB Financial Services – completed on 31 July. Integrity365 now has over £320m of funds under management and advice.
Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March. The directors say that the firm’s growth plans are more focused on recruitment, though it says it will “selectively consider acquisitions” of like-minded businesses.
Integrity365 is looking to attract advisers with chartered status, or who are working towards the chartered status, and intends to set up an academy.
Jelf says: “Building client trust and fostering long-term relationships with my clients has always been a priority for me. I am passionate about this and consider my partnership approach to working with clients a key differentiator.
“I have been hearing loud and clear that people need a financial planning business that not only exhibits the highest standards of ethics and professionalism, but also delivers high quality advice they can truly value and trust.
“It therefore gives me great pleasure to see the momentum that has already been created around Integrity365, and experience the shared passion and drive for trusted partnerships – with clients, colleagues and aligned businesses – that has formed the cornerstones of this new and refreshingly client-centric business.”
This content was originally published here.
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