The Norwich Price Bailey office has seen dramatic growth in recent years, culminating in the move to much larger offices in February 2018 on the Thorpe St Andrew Business Park. There have also been a number of new joiners and promotions over recent times.
In July 2017, Michael Morter joined Price Bailey in order to develop their personal tax offering. After a successful start to this project, and in just 14 months, he was promoted to senior manager. Michael offers personal tax planning for individuals, trusts and estates helping them meet their annual obligations and also plan against capital gains tax, inheritance tax, etc.
Also Maria Marsh has been promoted to Senior Manager. Maria joined the Norwich Corporate team from PwC in February 2015 and has been a driving force in the continued development of the team as well as the overall service offering and external presence of Price Bailey in the Norfolk market.
PB Financial Planning, a sister company to Price Bailey, has recruited Chris Howard to become its representative in Norwich. Having worked in financial services for 20 years, Chris brings with him a wealth of experience of advising both Private and Business clients through all stages of life. He provides a holistic approach to his advice based on the needs and wants of the client.
With the additions of Michael and Chris the Norwich office can now offer a complete tax service for all of their clients, with the benefit of an Independent Financial Adviser providing wealth investment solutions.
Courtesy of Price Bailey – 23/04/2019