Financial planning and wealth management firm, The RU Group, has welcomed two new senior members of staff to its Nottingham HQ at ng2, Matthew Harrison and Sue Hancox.
Matthew Harrison, joins the firm from Brown Shipley and has been appointed as Paraplanning Team Leader, bringing a wealth of experience to the group. Matthew has worked in the financial services industry for over thirty years covering many areas, primarily investments, pensions and protection. He has held various roles during his career, including that of a fully authorised adviser, a mortgage adviser and senior paraplanner.
Also bringing extensive financial services experience to The RU Group is Sue Hancox, who has been appointed as The Group’s new Finance Controller. Sue has worked in the industry for over 20 years, working primarily in account departments. Sue, also from Brown Shipley, is ACCA qualified and has spent the last nine years working as a finance controller.
Ian Browne, Head of Advice at The RU Group, said: “We welcome both Matthew and Sue to further strengthen our senior team in Nottingham. It’s an exciting time to be part of The RU Group, as we celebrate another record year and continued growth, surpassing £500 million of assets under management. I have no doubt their skills and expertise will help us achieve even greater things and wish them every success in their careers with us.”
Headquartered in Nottingham’s ng2 Business district, with offices in Derby and Sheffield, The RU Group comprises Russell Ulyatt Financial Services, Greenhalgh Financial Services, Hart Shaw Financial Planning and Shevill Parkes Financial Services. Ranked in the top 100 independent financial advisers* in the UK, last financial year its turnover increased by almost 10% to £5.8 million and profits grew by 17%, despite continued reinvestment.
The RU Group currently has over £500 million in private wealth under management in its model portfolios and investment propositions. The company employs over 70 members of staff across its offices in Nottingham, Sheffield and Derby.
*NMA Top 100 2018.