Leeds asset manager hires adviser to launch financial planning arm
Aims to double client base
From left: Simon Cocking and Charlotte Kelso
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...
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