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The RU Group Strengthens Senior Leadership Team

Record financial results leads to new appointments at expanding Midlands financial services group.

The RU Group, a leading Midlands based financial services group headquartered in Nottingham’s ng2 Business Park, is pleased to announce two new appointments to its Senior Leadership Team.

Marie Lowry joins The RU Group as Head of Client Services and Operations, whilst Darren Mead becomes its Compliance Manager. Both will be based at the Group’s Nottingham Head Office.

Head of Client Services and Operations is a newly created role and has resulted from The RU Group achieving record growth in the last financial year. Marie will be responsible for helping to improve client delivery, modernising relationships with clients and developing the necessary systems within the business to ensure The RU Group’s continued success.

Commenting on her appointment Marie said:

“I am delighted to be joining The RU Group at what is a very exciting time for the company. The group has laid the foundations for further growth over recent years and I am looking forward to adding my experience to that of the Senior Management Team to help broaden our client base across our Nottingham, Derby and Sheffield offices."

As Head of Compliance, Darren will be responsible for ensuring that all business activities and client advice are compliant with the professional standards of the Financial Conduct Authority’s regulatory framework, as well as The RU Group’s own internal regulations. 

Darren is delighted that the firm’s emphasis on providing trustworthy advice matches his own values commenting:

“The RU Group’s values and its approach to working with its clients was a significant factor in my decision to join the business. The team’s ethos around client advice and relationships aligned with my own principles which is very important to me in my role as head of compliance.” 

The new appointments follow several years of growth for The RU Group and are part its plans for further business development. In the previous financial year, the Group achieved record financial results with significant increases in both turnover and profits. Overall, The RU Group’s turnover increased by almost 20% to £5.3 million. Profits before tax also increased by 20% from the previous financial year.

Ian Browne, Head of Advice at The RU Group explains:

“We are pleased with our consistent growth over recent years but we are planning to grow further across the Midlands in years to come. We therefore need to ensure our Senior Management Team continues to expand and that we have the necessary expertise to deliver this growth without deviating from our core values and customer focussed approach. I am looking forward to working with Marie and Darren and I welcome them both to The RU Group.”

The RU Group is a leading group of independent, personal and corporate financial advisers made up of Russell Ulyatt Financial Services, Greenhalgh Financial Services, Hart Shaw Financial Planning and Shevill Parkes Financial Services. The Group currently has over £450 million in private wealth under management in its model portfolios and investment propositions and employs over 60 members of staff across its offices in Nottingham, Sheffield and Derby.

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