Kingswood appoints head of wealth planning

Kingswood appoints head of wealth planning

Wealth manager Kingswood has appointed Hayley Burton as managing director and head of wealth planning in the Midlands and south.

Burton joins the firm from Santander Wealth where she held the role of area manager of financial planning.

In her new role, she will be responsible for leading Kingswood’s financial adviser teams and will work alongside Jeff Grantham, managing director and head of wealth planning for the north.

Grantham is the founder of Sterling Trust, which was acquired by Kingswood in June 2020. He will undertake the same role as Hayley, leading the financial adviser teams in the north of the UK.    

Kingswood said Burton’s appointment was reflective of its “fast-growing business” which has completed several acquisitions over the last few years, including most recently Metnor Holdings Limited, the holding company for IBOSS Asset Management and Novus Financial Services. 

The transaction saw Kingswood's UK assets under management rise to £6.3bn, with a growth aspiration to more than double this figure over the next three years. 

David Lawrence, UK chief executive officer, said: “As our business continues to grow rapidly, investing in leaders that can actively support our ambition of becoming a leading financial advisory and investment management business is a key focus. 

“I am delighted to welcome Hayley to Kingswood. Her extensive knowledge in wealth management and the broader financial services industry will be a huge asset to the firm and a great addition to our existing, highly capable, diverse and progressive leadership team.”

Kingswood also made a number of senior hires in 2021 following the departure of its chairman, Kenneth ‘Buzz’ West, and group chief financial officer, Patrick Goulding. It appointed Lucy Whitehead as chief client officer, and Jon Millam as chief financial officer.

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