Roger changes course to join finance specialist
Sunderland-based, financial services specialist, Northern Spire Limited has appointment Roger Burn as financial advisor.
Roger is the fourth appointment in the last three months at the firm, which provides a range of financial services for clients looking to build, grow, protect or preserve wealth, is a senior partner practice of St James’s Place Wealth Management.
Roger, 45, previously worked as a recruitment manager and prior to joining Northern Spire, gained the required qualifications through the St James Place Wealth Management Academy.
His new role includes servicing existing clients and bringing in new business.
He said: “I understand the importance of nurturing client relationships and making sure they are given the attention needed to flourish.
“I wanted a new challenge and was in touch with managing partner at Northern Spire, David Cook, for business purposes and mentioned I had always wanted to become a financial advisor.
"To my surprise and delight, he said that if I were to gain a place on St James’s academy, I would be welcome at Northern Spire. Needless to say, my mind was made up.”
David Cook, managing partner, Northern Spire, said: “Roger is the fourth person to join our team in recent months and he’s the perfect addition.
“Financial services is a people-centric industry, it’s about making sure that clients know you have their best interests at the core of everything you do. The team at Northern Spire is growing and as this continues, we have client care at the top of our priority list.”