Monday, May 10, 2021

Aristotle Financial Planning makes first appointment

A Derby financial advisor who set up his own company just weeks after last year’s first Covid lockdown has appointed his first member of staff.

James Wallis, founder of Aristotle Financial Planning, described the appointment of Gemma Bailey as a significant step in growing the company.

Gemma has joined Aristotle as its client support technician in order to handle much of the day-to-day business administration required for dealing with the firm’s clients, which mainly consist of families whose members are approaching retirement age or who run their own businesses.

James said: “Taking on an employee feels like a really big step bearing in mind it’s only been me up to now, but I am very happy to welcome Gemma to Aristotle Financial Planning.

“Gemma has many years’ experience in the financial industry and her previous role was as a paraplanner, so she is more than capable of giving me the long overdue assistance that we need with the day-to-day tasks so that I can focus on growing the business.

“Setting up a company during a pandemic was a challenge and I’m very pleased to be able to make my first of what I hope will be many more appointments just before the end of my first year in business.”

Gemma added: “I’m really excited to have joined Aristotle Financial Planning. The values of the company, James’ approach to financial planning, along with his vision for the future are what made this role so appealing. I’m looking forward to working for James as he continues to develop his business.”

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