GROWING financial advice firm One Financial Solutions (OFS) has strengthened its team with three senior appointments to support its expansion.
Steve Ayers joins as Business Growth and Acquisition Director. His focus will be the expansion of OFS across the country, including the identification of acquisition targets. Steve has worked in financial services for over 30 years and has held senior roles at HSBC, Lloyds, Smart Pensions and, latterly, Penfold pensions.
Richard Hamilton has been appointed as Proposition Director. He will manage and support the firm’s growing network of advisers and will work with them as they transition to the culture and values of OFS. Richard previously held senior roles at HSBC, Lloyds, Schroders Personal Wealth and an SJP practice.
As Private Clients Director, Daniel Barnes will design and implement a new proposition for HNW and UHNW clients. He will also assume the role of Chief Investment Officer and retain his own clients. Daniel is well known in the financial services industry and has excellent relationships with Swiss private banks, tax advisers and large law firms. He has held senior positions at HSBC, Barclays, Irwin Mitchell and Credit Suisse.
In addition to these external appointments, OFS has also announced two internal promotions.
Paul Keeley is now Strategic Partnership Director and is responsible for ensuring that OFS’ strategic partnerships with introducers remain strong while the business expands.
Stephen McMahon, who joined OFS seven years ago, has also been promoted to Strategic Partnership Director. He will now assist Founder and Managing Director Wayne Griffiths in building relationships with the firm’s providers and oversee AUM performance against plan. Glasgow-based Steve will also help Richard Hamilton manage advisers in the North of England and Scotland.
Wayne Griffiths, Founder and Managing Director of One Financial Solutions, said: “Our recent growth has been phenomenal, and these appointments and promotions will enable us to accelerate it even further.
“By bringing in new talent and leveraging the experience of the existing team, we are growing our capability to successfully identify, acquire, on-board and retain new business. OFS is built on a strong set of principles and standards that underpin everything we do and ensure our clients know exactly what to expect.
“We will continue to develop our capability to attract new clients of all kinds. Steve and Paul are already working on the launch of a new auto enrolment proposition, and I am confident this will also help OFS grow through the rest of 2024 and beyond.”
