UK-based business advisory and accountancy firm Fortus has created a wealth management operation to meet demand from clients for advice services.
Fortus will offer tax and retirement planning, investment planning, life and health insurance planning, and Wills and gifts services.
The firm has hired Dom Marley as head of wealth management to run the newly-created unit. Marley was previously director of Marley Wealth Management, a St James’s Place partner firm.
The wealth management service offering will be based out of the York office of Fortus with Marley working across all of the Yorkshire offices in Scarborough and Leeds, supporting clients both in the region and nationally.
Marley said: “After years of working within the wealth management arena I took a step back in 2021 to consider what a modern and forward-thinking wealth management business looks like. It’s this fresh view which I’m bringing to Fortus and which fits with the group’s ongoing disruption of the traditional accountancy model and its real focus on offering tangible advice to clients.”
Craig Herbert, executive director at Fortus, added: “Since our launch in April 2020 Fortus has sought to move away from the outdated concept of traditional accountancy practices and focus on providing our SME clients and business owners with large firm advisory expertise and service lines alongside a more personalised, consultancy led experience, all backed by deep sector and local market knowledge.
“This approach has proved vital as business owners look to seize opportunities and combat the challenges which all sectors are currently facing. It’s fantastic to be adding another string to our bow in the form of a wealth management service line and I and the rest of the team are delighted that Dom has joined us and shares our vision of supporting ambitious entrepreneurs and business owners.”