Arbuthnot Latham appoints chartered wealth planner

The Exeter and London-based private, independent bank, Arbuthnot Latham & Co., Limited, today announced the appointment of Ian Avery to the role of Chartered Wealth Planner. Ian takes up his role with Arbuthnot Latham with immediate effect.

Arbuthnot Latham Chief Executive, James Fleming, said:

“I am delighted that Ian is joining us at this important time in the Bank’s growth and development. Ian brings a great deal of experience in the Wealth Planning field.”

“I wish Ian well and I am looking forward to working with him”

Commenting on his appointment, Ian said:

"I am looking forward to working alongside like-minded, highly qualified financial planners and wealth planning executives.  I was particularly impressed by Arbuthnot Latham’s Wealth Planning offering which will be invaluable in the new regime as high quality adviser firms look to differentiate themselves from the norm in order to attract prosperous clients." 

Ian Scott, Head of Wealth Planning at Arbuthnot Latham, said:

“Arbuthnot Latham ‘s Wealth Planning team has many years of experience and knowledge in all areas of Wealth Planning and Ian’s appointment in the Exeter office continues Arbuthnot Latham’s determination to build a wealth planning unit based on the highest-level of wealth planners in the industry.”

Arbuthnot Latham’s Wealth Planning Division holds the prestigious ‘Chartered Financial Planners’ title issued by The Chartered Insurance Institute (CII). 

Chartered status is an exclusive title only awarded to organisations which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Arbuthnot Latham is currently the only private bank to hold Chartered status.