Financial advice consolidator Kingswood has appointed Leigh Philpot as its head of client proposition to help grow and enhance client business propositions.
Philpot (pictured), who has more than 30 years' experience in the private client sector, will also help to generate new sales opportunities.
Earlier this month (4 September), Kingswood acquired Sheffield-based financial planning business WFI financial for £14m, doubling the size of the company. Following the completion of the acquisition, Kingswood Holdings will have more than £2.5bn of assets under management and assets under advice.
Philpot has joined Kingswood from Kleinwort Hambros Private Bank where he was head of regions. Prior to that role he founded and led the discretionary fund management (DFM) business strategy for the bank where he offered discretionary and private banking solutions to IFAs.
Philpot said: "The firm has ambitious plans to grow and expand its distribution channels while providing clients with exceptional levels of personal service and a wide range of high-quality products."
Kingswood CEO Gary Wilder said Philpot's "significant experience" in working with intermediaries and clients will help it identify, grow and enhance its business propositions.
"Leigh is joining Kingswood at a time when the firm is looking to further expand its intermediary space and we very much look forward to utilising his skills," he said.
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