Kingswood hires advisers in London and Kent

‘More tailored customer service’

Julia Bahr
clock • 2 min read

Transatlantic consolidator Kingswood has appointed Jade Rose and Max Sullivan as financial advisers, based at the firm's London and Kent offices respectively.

Sullivan joins Kingswood with more than five years of experience and will provide advice to clients across financial planning and wealth management, with a particular focus on investments, retirement planning, and intergenerational wealth planning. Sullivan will also be leading Kingswood's partnership with Irwin Mitchell in the South of England, Kingswood said. Prior to joining, Sullivan was director for a specialist IFA firm under Sandringham Financial Partners (part of M&G), and acquisitions manager at Quilter. He also held a number of relationship management roles at TSB Bank. Rose...

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 People

People Moves: Just Group poaches ex-Canada Life retirement MD to head up retail arm

People Moves: Just Group poaches ex-Canada Life retirement MD to head up retail arm

Tom Evans was previously MD of Canada Life’s UK retirement business

Professional Adviser
clock 04 March 2025 • 1 min read
PFS adds two board members

PFS adds two board members

Including former WIFA Role Model of the Year Kate Gannon

Isabel Baxter
clock 28 February 2025 • 2 min read
ABI names Phoenix Group CEO Andy Briggs president

ABI names Phoenix Group CEO Andy Briggs president

He succeeds Zurich’s Tim Bailey

Jaskeet Briah
clock 26 February 2025 • 1 min read