James Hambro and Partners has expanded its regional presence by appointing Lisa-Marie Finch as the new business development director for its Bristol office.
This strategic hire comes as the independent wealth management firm actively seeks to scale its regional footprint and strengthen its operations across the South West of England.
Finch brings more than fifteen years of comprehensive experience in the financial services sector to her new role. Throughout her career, she has developed a deep specialization in collaborating closely with professional advisers across the United Kingdom.
Her recent background includes a successful four-year tenure at Evelyn Partners, where she focused on supporting financial advisers throughout the local region.
Prior to her time at Evelyn Partners, Finch spent more than ten years specializing in the pensions sector. She held notable positions at prominent companies including @sipp and Barnett Waddingham. This extensive background has provided her with a practical, hands-on understanding of the real-world challenges and complex solutions that regional advisers navigate daily on behalf of their clients.
In her position at James Hambro and Partners, Finch intends to maintain a deliberate focus on a select number of core adviser relationships.
This targeted approach is designed to foster deep, long-term partnerships with financial advisers rather than simply offering generic products.