Our Practice Manager, Sarah Travers is due to begin six months maternity leave from the end of June and as a result we have made certain changes within Fiducia which will add to our resources and further improve the services we provide. Richard Pake is joining us in early May and will be taking on the role of Practice Manager when Sarah begins her leave. Initially he and Sarah will be working together to ensure there is a smooth hand over of responsibilities.
Richard is highly qualified and very experienced. He is a Chartered Financial Planner and a member of STEP (Society of Trust and Estate Practitioners) with an extensive knowledge of the use of trusts in generational planning. Richard has most recently been working in London in a similar senior role.
We are delighted that Richard is joining the team here at Fiducia. We also look forward to welcoming Sarah back in January next year when she will become a financial planner directly responsible for the advice provided to individual clients. She will of course remain a Director of the Company.