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Brown Shipley appoints Financial Planning and HNW staff
Brown Shipley has appointed two new client senior managers to its Leeds office.
The appointments bolster the office’s presence in the region as it hopes to grow in line with the business’ strategy.
Stephen Wood, formerly of HSBC Private Bank, has client management experience having worked at UK Wealth Management and Myddleton Croft Investment Management prior to joining HSBC in 2014.
Mr Wood will look after high net worth clients and work with client director Phil Harris to strengthen Brown Shipley’s existing high net worth relationships in Yorkshire.
Tess Williams has also joined the Leeds office, following her relocation from Brown Shipley’s Manchester office.
She will provide wealth planning advice to new and existing clients helping to deliver a fully integrated wealth management offering.
Ms Williams brings has 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.
Andrew Goodchild, head of Brown Shipley’s 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.”
Mr 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.”