Kingswood hires advisers in London and Kent

‘More tailored customer service’

Julia Bahr
clock • 2 min read

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, retirement planning, and intergenerational wealth planning. Sullivan will also be leading Kingswood's partnership with Irwin Mitchell in the South of England, Kingswood said. Prior to joining, Sullivan was director for a specialist IFA firm under Sandringham Financial Partners (part of M&G), and acquisitions manager at Quilter. He also held a number of relationship management roles at TSB Bank. Rose...

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