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Brown Shipley strengthens Leeds office with appointment of new Wealth Planner
Brown Shipley, a Quintet Private Bank, today announces the appointment of Lindy Kroese as a Wealth Planner in its Leeds team.
Leeds; 19 December 2024: Brown Shipley, a Quintet Private Bank, today announces the appointment of Lindy Kroese as a Wealth Planner in its Leeds team. With over a decade of financial planning experience in the UK and South Africa, Lindy brings a breadth of knowledge and expertise to the team.
Kroese joins from Balance Wealth Planning, where she implemented strategies to grow and protect the wealth of clients. She specifically supported on estate and succession planning as well as pension and retirement planning. Kroese started her financial planning career at Old Mutual in South Africa, before joining Quilter Private Client Advisers.
Kroese will report to Brown Shipley’s Head of Private Bank North, Gordon Scott. She will be Leeds-based and will work with colleagues across Brown Shipley and Quintet (Brown Shipley’s parent) to further strengthen client relationships. This appointment follows the recent Brown Shipley hire of Robbie Hewitt in Scotland; Matthew Noyce in the South of England; and Amir Bayram and Lisa Morrison in Leeds earlier this year.
Gordon Scott said: “Lindy’s appointment underscores our continued commitment to Leeds and the Yorkshire region. Her experience, client focus and personal approach to understanding clients and their financial objectives aligns closely with our approach to best meet our clients’ wealth management needs.”
Lindy Kroese, Wealth Planner, added: “I’m excited to join the Leeds team at Brown Shipley, which will further enhance my experience of working with high net worth clients. I look forward to working with our Client Advisors and with colleagues across the UK and Europe to provide tailored wealth management solutions.”
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About Brown Shipley, a Quintet Private Bank: Brown Shipley, with a heritage dating back to 1810, is a wealth manager offering clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. Brown Shipley has offices in London, Manchester, Birmingham, Cambridge, Leeds, Edinburgh, Norwich and Nottingham.
Brown Shipley’s parent company is Quintet Private Bank, which from Luxembourg heads a major European network of private banks and wealth managers. Brown Shipley is a trading name of Brown Shipley & Co Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority. Registered in England & Wales No. 398426.
For further information, please contact: Maria Shum Head of Corporate Communications Brown Shipley, a Quintet Private Bank +44 (0) 7866 791362 Maria.Shum@brownshipley.co.uk
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