Leeds asset manager hires adviser to launch financial planning arm

Aims to double client base

Tom Ellis
clock • 1 min read

Leeds-based asset management firm Leodis Wealth has hired financial adviser Charlotte Kelso to lead a new financial planning operation for the firm.

Kelso, who has 23 years' experience in financial services and most recently worked as an IFA at a small firm, has joined the asset manager as an associate director to run the new financial planning arm.  The firm said it would offer an "holistic" financial planning service. It currently has 360 active clients and will look to double that number with the launch of its advice service. Its turnover in 2018 was £1.25m. Leodis Wealth CEO Simon Cocking said:  "This is an exciting time for Leodis Wealth as we continue to grow and develop the services we offer our clients and business partner...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Three advisory firms join Quilter's advice network

Three advisory firms join Quilter's advice network

Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning

Sahar Nazir
clock 18 December 2024 • 1 min read
Advisers struggle to identify ESG-aligned options for clients amid rising demand

Advisers struggle to identify ESG-aligned options for clients amid rising demand

More than two-fifths plan to offer ESG analysis services to all clients in future

Sahar Nazir
clock 17 December 2024 • 2 min read
SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

First year marked by challenges and change

Sahar Nazir
clock 17 December 2024 • 11 min read