Gerald Thomas Chartered Accountants, an established accountants and business advisory firm in Swansea, has hired eight new staff members, with two marking a significant boost to its wealth management department.
As the company continues to enjoy rapid growth, Simon James and Josie Francis join the firm’s wealth management division, with a further four joining the accounts and taxation teams, whilst two are added to the administrative departments.
In the firm’s wealth management department, Simon joins as a wealth management director and Josie joins as a wealth management administrator. Simon previously worked for well-known financial advisory firms including Coutts & Co, Chase de Vere and Hargreaves Lansdown. Josie boasts a 35 year career with HSBC.
Simon James, newly appointed wealth management director, said:
“I am delighted to be joining the firm at this critical time in its growth and I look forward to helping drive forward its growing wealth management division. Being surrounded by so many experienced and ambitious individuals is an exciting feeling – and I am confident that my expertise will be of great help to Gerald Thomas.”
John Evans, senior partner, Gerald Thomas, added:
“I am very pleased with the new additions to our firm. Gerald Thomas has the potential to expand and grow beyond any expectations set before us – and we took extra care to only hire individuals who would help in that regard. I believe that with our new staff we’ll be able to provide an exceptional service for even more clients in the future.”