Wealth manager Brown Shipley, part of Quintet Private Bank, has hired experienced South African Financial Planner Lindy Kroese as a wealth planner for its Leeds team.
She has over a decade of Financial Planning experience in the UK and South Africa.
She 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.
Ms Kroese started her Financial Planning career at Old Mutual in South Africa, before joining Quilter Private Client Advisers.
She will report to Brown Shipley’s head of private bank north, Gordon Scott and will be Leeds-based, working with colleagues across Brown Shipley and Quintet.
Her arrival 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 said: “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.”
Brown Shipley has a history dating back to 1810 and offers financial advice and tailored services in wealth planning, investment management and lending. It has offices in London, Manchester, Birmingham, Cambridge, Leeds, Edinburgh, Norwich and Nottingham.
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