We are pleased to announce the appointment of two new Client Senior Managers to our Leeds office.
The appointments further bolster the office’s presence in the region as it looks to grow in line with the business’ fully integrated wealth management strategy.
Stephen Wood, formerly of HSBC Private Bank, has extensive client management experience having worked at UK Wealth Management and Myddleton Croft Investment Management prior to joining HSBC in 2014. Stephen will look after high net worth clients and work with Client Director Phil Harris to further strengthen Brown Shipley’s existing ultra-high net worth relationships in Yorkshire.
Tess Williams also joins the Leeds office, following her relocation from our Manchester office. She will provide wealth planning advice to new and existing clients helping to deliver a fully integrated wealth management offering.
Tess brings extensive wealth planning experience having worked as a Regional Technical Specialist with HSBC Premier and a Financial Planner at Armstrong Watson prior to joining Brown Shipley in 2017.
Commenting on the appointments, Andrew Goodchild, Head of our Leeds office, said: “I am delighted to welcome both Stephen and Tess to our team in Leeds. They both bring significant expertise and will provide further support to our existing offering as we continue to strengthen the client proposition.
“Their appointments will be an important factor as we implement the business’ wider growth strategy across the Yorkshire region.”
Commenting on his appointment, Stephen Wood added: “I am looking forward to joining such a high calibre team of wealth management professionals and am excited to contribute to the success of the office at a local level, as well as across the wider business.”