New appointments at Perpetual Trust
Wednesday, July 4th 2001, 3:58PM
Perpetual Trust has appointed two new financial advisers, Brian Coker and Nick Bolton, to its Christchurch team.
Brian
Coker is a certified financial planner with a diploma in business
studies. He has a special interest in working with trustees to
correctly structure investment portfolios to meet the requirements
of life tenants and residuary beneficiaries.
Previously, Coker worked for Wynn Williams & Co solicitors in Christchurch in estate and trust management and as an investment adviser to trustees and private clients.
Nick Bolton is a financial planner with a BSc in maths and a post graduate diploma in finance, and will be CFP qualified shortly. He has a particular interest in assisting clients with long-term investment planning.
Previously, Bolton worked for Broadbase in Christchurch as a financial planner and investment adviser.
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