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.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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