As you may know, Philip Penman has made the decision to join Invest Blue as he commences his transition to retirement. While Phil will continue to work with Invest Blue for some time, he would like to sincerely thank his clients and hopes to continue working together in the future.
What will change?
Adam Penman will stay on as a Financial Planner with Invest Blue and continue to serve his clients. For Phil’s clients, he will be working with you to introduce you to a new experienced Financial Planner over the coming months. He will continue to support his clients to ensure the transition is smooth. As stated, Adam will continue to provide service, but you will now have the option of three additional Financial Planners who have been working in the region: Steve Sewell, Rob Pollard and Jamie Moore. All existing financial arrangements will remain in place.
Invest Blue has moved locations – details are:
View the Tamworth location page