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Investment firm appoints director to launch new financial planning arm

By Ellie MacDonald | Client news | Comments are Closed | 17 July, 2019 | 0

A Yorkshire-based wealth management firm has appointed an associate director to support the launch of its new financial planning operation. Charlotte Kelso joins Leodis Wealth as associate director to run Leodis Wealth Financial Planning arm of the 31-year old Leeds-based asset management firm. With more than 23 years’ experience, Charlotte is a financial services professional,Read more

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