M&A specialist, The Exit Partnership, has appointed chartered financial planner, Katherine Harvey, as head of projects.
In this role, Harvey will expand the partnership’s service offering to support more sellers who are at the point of exit.
In addition, her experience will assist as The Exit Partnership develops a range of new programmes for firms in various positions planning an exit.
Harvey stated her intention is, in the short term, to free up as much time for other members of the leadership as possible.
“I am here to drive, support and find solutions to take our plans to the next level,” she added.
Additionally, Harvey stated she is “excited” to bring her professional expertise and depth of experience in both integrations and delivering due diligence to The Exit Partnership.
“I believe I have a lot to offer in the wealth management M&A space,” she said.
“I understand the advice process and the challenges faced by paraplanners, financial planners and operational staff within these businesses, and the regulatory landscape surrounding them.”
The Exit Partnership managing director, Victoria Hicks, said: “Our commitment to the financial planning profession is to provide business owners with support from experts who have been in their shoes.
“Kath understands how to build and exit an operationally efficient financial planning firm. She is also passionate about the profession, another necessary attribute to work at TEP.”
Hicks additionally stated that, as President of the Insurance Institute of Aberdeen, part of the Chartered Insurance Institute, Harvey is “driving initiatives” to improve inclusivity and the advice gap.
“This exhibits the exact characteristics and caliber of person we need to help grow the business,” she said.
tom.dunstan@ft.com
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