Kingswood Continues Recruitment Drive with Two New Financial Adviser Hires

  • Wealth Management
  • 17.08.2022 10:35 am

Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, is pleased to announce the appointment of Jade Rose and Max Sullivan as financial advisers, based at the firm’s London and Kent offices respectively.

Max joins Kingswood as a fully qualified Financial Adviser with over half a decade of experience in the financial services profession. In his new role at Kingswood, Max will provide holistic advice to clients across financial planning and wealth management, with a particular focus on investments, retirement planning, and intergenerational wealth planning. Max will also be leading Kingswood’s partnership with Irwin Mitchell LLP in the South of England.

Prior to joining, and in addition to being a Financial Adviser, Max was Director for a specialist IFA firm under Sandringham Financial Partners (part of M&G), and Acquisitions Manager at Quilter. Max has also worked for TSB Bank in a variety of relationship management roles. He is currently finalising his Chartered Adviser Status, with plans to study for a master’s degree from 2023.

Jade, previously a KYC Officer at Byblos Bank and Financial Advisors Community Lead at US professional networking platform, Fishbowl, is a fully qualified Wealth Planner and has over eight years’ experience in financial services. In her new role at Kingswood, she will provide financial advice to entrepreneurs and those in the creative industries, with a particular focus on building financial roadmaps and investment strategies. Through the lens of tax optimisation, Jade will also guide millennial clients and their families through the intergenerational wealth transfer.

Max and Jade’s appointments follow six acquisitions made by Kingswood in the UK so far this year, including most recently, Smith Pearman & Associates, an independent financial advice company based in Hampshire, which was completed on 1st August.

The appointments also follow a transformational year for Kingswood with record levels of revenue and operating profit in 2021. Revenue reached £149.7m, an increase of 488% compared to 2020, and operating profit increased by £5.5m to £6.3m, reflecting the successful integration of acquisitions in the UK and growth in the US.

Hayley Burton, MD – Head of Wealth Planning at Kingswood, said: “We are thrilled to welcome both Max and Jade to Kingswood. The passion and energy they have for their clients present a natural fit to Kingswood while having a diversified and highly skilled team is essential in helping the firm to unlock its full potential and stimulate growth. We believe Max and Jade will be excellent additions, each with their specialised skillsets, enabling us to provide an even more tailored customer service.”

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