Thorntons Investment Services has strengthened its financial services team with the appointment of independent financial adviser Jeff Bernstein.
Having joined Thorntons from the Royal Bank of Scotland Independent Financial Services where he addressed clients needs throughout Tayside, Perth, and Fife, Jeff has more than 15 years experience in the financial services industry and has worked as an IFA for almost a decade.
As well as Scotland’s largest bank, the 42-year-old has also worked for major insurers Prudential and Eagle Star as well as the Bradford and Bingley building society.
A highly-experienced IFA, Jeff will advise Thorntons Investment Services’ clients on all aspects of their finances from savings and investments to inheritance tax planning and pensions.
Commenting on his appointment, Jeff said: “I’m delighted to have joined a firm with as strong a reputation and brand name as Thorntons and look forward to playing a role in the firm’s continued success.”
Michael Royden, Thorntons partner and head of Thorntons Investment Services added: “Thorntons Investment Services’ client base is enjoying a period of sustained growth and it is vital we attract the right calibre of person to advise our customers. We are extremely pleased to welcome as experienced and well-regarded an IFA as Jeff to our team.”
Thorntons Investment Services is part of Thorntons Solicitors, Tayside’s largest law firm and estate agency. Established in Dundee more than 150 years ago, Thorntons now has over 30 partners and employs almost 350 staff across its offices in Dundee, Perth, Arbroath, Forfar and Edinburgh.
Issued by Beattie Communications on behalf of Thorntons Solicitors.
Contact: Kimberley Hamilton, Tel 01698 787878