Wealth management firm LGT Wealth Management has strengthened its regional presence in Leeds with two senior appointments.
Andrew Bell has joined the firm as wealth planner, bringing more than 20 years’ experience advising high-net-worth individuals on pensions and retirement planning, tax-efficient investing, inheritance tax planning and wealth structuring, including support around business exits.
He previously held senior roles at UBP and Investec and has also run his own advice firm.
Andrew is a chartered financial planner and a fellow of the Personal Finance Society.
LGT Wealth Management has also confirmed Elliott O’Brien as head of Leeds, alongside his wider role as head of strategy development for the firm.
Elliott will lead the continued growth of the Leeds office, expanding both the client base and adviser team.
He said: “As LGT Wealth Management continues to grow its presence across the UK, investing in experienced advisers and strong local leadership is key to providing specialist wealth planning for families and business owners.
“Andrew’s depth of experience and client-focused approach will be a real asset to our team, allowing us to support the next phase of growth for the Leeds office and the wider business.”
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