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The Principal Group Announces Further Expansion

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The Principal Group, incorporating investment specialists Principal Investment Management and Border Asset Management, are pleased to announce that Adrian Williams, a former director of James Brearley & Sons, has joined the Group.

Adrian brings an extensive experience in stockbroking and investment management. For the last twenty years he has worked in north Lancashire and Cumbria, initially with Rathbones in Bowness on Windermere, and from 1999 with James Brearley, where he was manager of the Kendal office before taking on responsibility for the management of their branch network.

Border Chief Executive Officer, Peter Lever, said: “We are delighted that Adrian is joining our team of specialist investment managers. He is well known to both private clients and in the professional community in the area and I am confident he will help us to build on the success that Border has had both in Kirkby Lonsdale and in Harrogate in recent years.”

Adrian, who is a Fellow of the Chartered Institute for Securities & Investment, said: “I am looking forward to working for a Group whose ethos is to put their clients’ interests foremost at all times and where clients receive a highly personal service specifically designed around individual needs.”

Principal acquired Border in January of this year. The combined business now manages circa £1.6 billion of assets.

Commenting on the appointment of Adrian Williams, Hugh Titcomb, Chief Executive of The Principal Group, said:

“The Border and Principal businesses fit together extremely well, and we’ve had a great start to the relationship. We have a strong commitment to providing clients with the highest possible quality of service which ultimately is down to the calibre of our people. Through appointments such as Adrian’s our service offering is only going to get better, and we are delighted he has joined the Group.”

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