Shropshire firm adds to recent business success
A rapidly growing Shropshire firm of independent financial advisers has welcomed a new member of staff to its team as it marks a hugely successful first twelve months in business.
Shrewsbury-based Infiniti Financial Planning and Investment Management Ltd has appointed Victoria Smith to the role of Financial Adviser, following previous roles at other financial firms across the county, where she developed a wealth of expertise in the field.
Victoria, who has a Diploma in Financial Planning and Certification in Discretionary Fund Management, will be responsible for providing financial and investment management advice to both individuals and businesses throughout the region across a range of services from retirement planning to tax and pensions. The firm will also be supporting her whilst she works towards becoming a fully Chartered Financial Planner as well as an additional qualification which will see her specialise in Estate and Trust Planning.
Victoria said: “The team at Infiniti has been incredibly welcoming and I’m settling in to my new role really well. The firm has a fantastic client portfolio, from large corporate organisations across a diverse range of sectors to a wealth of personal clients, and I am very much looking forward to developing my career within the company.”
Infiniti was officially launched in April last year following the merger of three long-established local financial advice companies, bringing together more than 150 years’ industry experience. Victoria joins the 20-strong team which currently works with more than 1,500 clients managing in excess of £150 million of funds.
Kevin Speake, Managing Director of Infiniti, said: “We are delighted to welcome Victoria to the team here, and she has already become a huge asset. Not only does she bring a wealth of experience to her role, but she is also extremely enthusiastic, passionate and committed to ensuring our clients have the best possible financial and investment advice, and know she’ll play an essential part as we continue our growth in the months and years to come.”
