Heartwood poaches from Novia for intermediary director


Heartwood Investment Management has appointed Paul Rose from Novia Financial to become its intermediary client direct.

Rose will develop Heartwood’s financial adviser business solution and distribution strategy.

At Novia, Rose was responsible for developing the company’s presence in both the North East and North West regions. He was previously a national sales manager at Cofunds and has also worked at Zurich Financial Services.

Head of intermediary sales at Heartwood Mark Rockliffe says Rose has an impressive reputation in the intermediary sector. “He will play a key role in the development of our business amongst advice and wealth management firms in the future.”

Rose says he choose to join Heartwood due to the “strength of its investment proposition”.

Rose says: “Clients get access to the same sophisticated investment process regardless of the amount they wish to invest. This is complemented by a robust support framework and is a hugely compelling business solution for financial advisers.”