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CRIPPS Portfolio, a provider of integrated wealth management services, has appointed Jane Hodge as an assistant tax manager and Simon Weighell as an investment manager.
Jane joins from accountants Sedley Richard Laurence Voulters where she was a tax supervisor dealing with both corporate and personal tax clients.
Jane is an experienced tax professional and is a member of the Chartered Institute of Taxation, having passed her taxation exams in 1995 (ATT) and 1999 (ATII).
Simon joins from Nevile Merriam Investment Management Limited, (previously the Wealth Management Division of Granville Baird Wealth Management), where, as a member of the investment team, he was responsible for running discretionary client funds.
With a career spanning 14 years in the City, Simon has gained considerable experience including working for the wealth management division of a private bank, an asset management firm, a discretionary fund management organisation and an advisory stockbroking company.