Brown Shipley's double appointment drives continued growth in Leeds

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.”

Non-Independent Research

The information contained in this article is defined as non-independent research because it has not been prepared in accordance with the legal requirements designed to promote the independence of investment research, including any prohibition on dealing ahead of the dissemination of this information.

How to Use this Information

This article contains general information only and is not intended to constitute financial or other professional advice or a recommendation that any recipient of this information should make any particular investment decision. Always consult a suitably qualified financial advisor on any specific financial matter or problem that you have.

Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, tort, negligence or otherwise) for any error or omission in this article or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this article.

Investment Risk

Investing in stocks either directly or indirectly carries investment risk. The value of equity based investments may go down as well as up over time due to factors such as, market volatility, interest rates, and general economic conditions.