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

PA Asks: How far would you travel to a client meeting?

PA Asks: How far would you travel to a client meeting?

Plus, targeted support worries and BDMs

Professional Adviser
clock 03 July 2025 • 1 min read
Aveni forms AI advisory board with wealth management leaders

Aveni forms AI advisory board with wealth management leaders

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Sahar Nazir
clock 01 July 2025 • 2 min read
Majority of UK wealth management sector eyes acquisitions this year

Majority of UK wealth management sector eyes acquisitions this year

Continued appetite and momentum in M&A space

Isabel Baxter
clock 30 June 2025 • 3 min read