Charlotte Kelso joins Leodis Wealth to run the Leodis Wealth Financial Planning arm of the 31-year old Leeds-based wealth firm.
She has more than 23 years’ experience and has specialised in investment management, pensions and inheritance planning.
She started her advising career at First Direct, progressing to become a senior Premier client manager with HSBC. Most recently she worked as an IFA for a small, independent firm for six years.
The company says that Leodis Wealth Financial Planning will offer a “holistic Financial Planning service” extending the company’s offering to a wider client base.
Ms Kelso said: “I am delighted to have joined Leodis Wealth to launch Leodis Wealth Financial Planning. The opportunity will allow me to continue to offer expert independent financial advice and take a lead in growing the new arm of this well-established business.”
Simon Cocking, chief executive of Leodis Wealth, said: “The new arm will give clients access to first-class holistic Financial Planning as well as access to the experience and expertise of our asset management team.
“Charlotte is a first-class adviser and I am delighted that she has joined the team, she will undoubtedly be a real asset to our business. A further adviser appointment has also been made and they will join the team in early October.”
Leodis Wealth Asset Management has over 350 active clients. The new Financial Planning venture is expected to double the number of clients supported, the company says.