New appointments at Perpetual Trust

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.