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Hayley Burton, managing director and head of wealth planning at Kingswood, said: "We are thrilled to welcome both Max and Jade to Kingswood. The passion and energy they have for their clients present a natural fit to Kingswood while having a diversified and highly skilled team is essential in helping the firm to unlock its full potential and stimulate growth."
Transatlantic consolidator Kingswood has appointed Jade Rose and Max Sullivan as financial advisers, based at the firm's London and Kent offices respectively.
Sullivan joins Kingswood with more than five years of experience and will provide advice to clients across financial planning and wealth management, with a particular focus on investments, retireme...
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