Canaccord Genuity Wealth Management UK and Crown Dependencies (CGWM) is opening a financial planning arm in Norwich.
It will provide tax, pensions and financial life cycle advice to clients in Norfolk and the surrounding counties.
The UK wealth manager has appointed Hazel Bowen to establish and lead the operation in Norwich.
Bowen, who is the Personal Finance Society’s Chartered Financial Planner of the Year 2023, was previously at Coutts and Evelyn Partners.
Matt Phillips, director of financial planning at CGWM UK, said: “We are delighted to welcome Hazel and look forward to her using her IFA expertise to help our Norfolk clients plan their financial future.
“Building a strong financial planning capability, in collaboration with our investment management offering, throughout our UK network is a key strategic priority for us.
“To have Hazel on the Norfolk team to spearhead our growth in the region and deliver sophisticated financial planning support for our clients is fantastic.”
