You are here:

Barclays Corporate & Employer Solutions adds more advisors to its Corporate Wealth Advisory Team

03 Sep 2012 13:04 GMT

Barclays today announced further recruitment to its Corporate & Employer Solutions (C&ES) business as it continues to build its capabilities to meet the employee benefit, corporate protection and rewards and incentive needs of its entrepreneur, SME and larger corporate clients.

The Corporate Wealth Advisory team within Barclays C&ES has announced the addition of James Wood and Liam Fearon. As Corporate Wealth Advisors, James and Liam will focus on advising entrepreneurs, SMEs, and smaller corporate clients on a range of corporate solutions to meet their business continuity and succession planning needs.

Reflecting on the expansion of the team, Richard Phelps, Head of Barclays Corporate & Employer Solutions said: “The Corporate Wealth Advisory unit was launched earlier this year to support entrepreneurs and SMEs to manage the risks relating to the people aspect of their businesses, whether that be through loan protection, key man insurance or shareholder protection. Our experience tells us that business owners often ignore these risks and yet it can be these issues that have a negative impact on a firm’s growth.

“I’m delighted that James and Liam have joined this part of C&ES and I am confident they will be a success here at Barclays. Bringing talented and experienced individuals on board is crucial to support the continued growth of the Corporate Wealth Advisory team as we build our capabilities and expand our offering. This additional recruitment underlines our commitment to the entrepreneur and SME sector.”

James Wood is based in Ipswich and joins from HSBC Bank Plc where he has worked as a commercial financial planning adviser since 2008. Liam Fearon joins from RBS where he worked since 2007, specialising in corporate financial planning and is based in Birmingham.

The Corporate Wealth Advisory team is headed by Grant Hughes and the arrival of James and Liam and follows the Corporate Advisor appointments announced earlier this year of Stephen White, Shaz Hussain, Anthony Whittington and Sam Lloyd.

In June of this year, Barclays C&ES announced a significant boost to its range of solutions by agreeing to partner with AEGON – one of the UK’s market leaders for business protection – in order to deliver corporate protection solutions to its entrepreneurial and small and medium sized business clients with an enhanced offering. Whilst Barclays C&ES offers advice and services from the whole of the market, the special arrangement with AEGON offers clients a unique proposition supported by an efficient and streamlined service.

-ENDS-


About Barclays

 

Barclays moves, lends and invests money for customers and clients worldwide.  With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.



Our customers and clients benefit from access to the breadth of expertise across Barclays.  We are one of the largest financial services providers in the world, engaged in retail banking, credit cards, corporate and investment banking, and wealth and investment management.

 

We are a leading global wealth and investment manager providing international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients around the world.

 

“Barclays” refers to any company in the Barclays PLC group of companies.

 

Barclays offers wealth management products and services to its clients through Barclays Bank PLC ("BBPLC"), functioning in the United States through Barclays Capital Inc. ("BCI"), an affiliate of BBPLC.  BCI is a registered broker dealer and investment adviser, regulated by the U.S. Securities and Exchange Commission, with offices at 200 Park Avenue, New York, New York 10166.  Member FINRA and SIPC. Barclays Bank PLC, registered in England and Wales (no. 1026167), has a registered office at 1 Churchill Place, London, E14 5HP, United Kingdom, and is regulated by the Financial Services Authority.

 

Mortgage products and services in the U.S are offered by Barclays Bank Delaware (“BBD”), member FDIC.  Custom lending is offered via BBPLC, New York Branch.  Securities investing and brokerage products and services are offered exclusively through BCI.  A relationship with the Barclays Wealth and Investment Management unit need not be established or maintained to obtain BBD or BBPLC, New York Branch products or pricing.  Bank regulations require that the loan review and approval proves to be independent of, and cannot be impacted by, brokerage/investment-related matters or other business dealings.

 

Trust and fiduciary services are offered through Barclays Wealth Trustees (U.S.), N.A. (“BWT”) a limited purpose national bank. BWT is subject to regulation and examination by the Office of the Comptroller of the Currency. BWT is an indirect, wholly-owned subsidiary of BBPLC and an affiliate of BCI and various other subsidiaries of, and entities affiliated with, BBPLC.

 

This is not a solicitation of any products or services.