Consolidator Kingswood appoints head of client proposition

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 ...