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Killik increases financial planning team by nearly 50%

Killik increases financial planning team by nearly 50%

Killik & Co has recruited four financial planners in a push to expand its advice team. 

James Bowman joins the wealth manager from Coutts where he was an associate director covering complex pensions.

Bowman has 20 years’ experience in financial services, including roles at Barclays, UBS Wealth Management and Clydesdale Bank.

Simon Bowyer joins Killik from Brown Shipley where he worked for over 12 years, most recently as a senior manager in its London wealth planning team.

Matthew Greenhill joins from Grant Thornton where he was a chartered and certified financial planner. Prior to his seven years with Grant Thornton, Greenhill was at Royal London.

Additionally, William Stevens, joins from M&H Financial Planning where he was a financial planner for the past year and a half. Prior to that, he was an associate at London Wall Partners, where he worked for two years. 

The quadruple hire increases the size of the wealth planning team to 13. 

Last year Killik saw a change at the top of its wealth planning arm, with its head Sarah Lord leaving to join Mazars. The firm replaced her with Svenja Keller (pictured) who joined the company from Investec Wealth & Investment.   

These new hires mark a continuation of the wealth planning team’s robust expansion; since Keller joined in June 2017, the team has grown sixfold.

Killik & Co has also launched its first Wealth Planning Trainee programme, which supports the development of new talent into qualified, client-facing planners.

Keller, said: 'We are delighted to have James, Matthew, Simon and William on board. Their knowledge and experience will help us to build on the momentum that our market-leading wealth planning service is currently enjoying.'    

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