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Investment firm appoints director to launch new financial planning arm

Simon Cocking and Charlotte Kelso

A Yorkshire-based wealth management firm has appointed an associate director to support the launch of its new financial planning operation.

Charlotte Kelso joins Leodis Wealth as associate director to run Leodis Wealth Financial Planning arm of the 31-year old Leeds-based asset management firm.

With more than 23 years’ experience, Charlotte is a financial services professional, specialising in investment management, pensions and inheritance planning. She started her advising career at First Direct, progressing to a senior premier client manager with HSBC, most recently working as an IFA for a small, independent firm for six years.

Leodis Wealth Financial Planning will offer a holistic financial planning service extending the offering by supporting a wider clientele.

Charlotte Kelso said: “I am delighted to have joined Leodis Wealth to launch Leodis Wealth Financial Planning. The opportunity will allow me to continue to offer expert independent financial advice and take a lead in growing the new arm of this well-established business.”

CEO of Leodis Wealth, 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 partners. The new arm will give clients access to first class holistic financial planning as well as access to the experience and expertise of our asset management team.

“Charlotte is a first-class adviser and I am delighted that she has joined the team, she will undoubtedly be a real asset to our business. A further adviser appointment has also been made and they will join the team in early October.”

Leodis Wealth Asset Management has built an enviable reputation in portfolio management with a portfolio of over 350 active clients. The new financial planning venture is expected to double the number of clients supported. 

 

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