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Armstrong Watson has appointed Andrew Kilby as Managing Director of its Financial Planning and Wealth Management arm.
Andrew will be responsible for the day to day strategic direction and management of the financial services business having taken over the responsibility from Paul Dickson, enabling Paul as Managing Partner to focus on the business objectives of the whole Armstrong Watson group.
Andrew has worked in financial services and banking for the past 21 years in both client facing and managerial roles. Andrew joined Armstrong Watson back in 2009 as Financial Planning Director, responsible for the financial planning team in Yorkshire and the North East along with advising his own portfolio of clients.
Andrew says “I am delighted to take on the day to day responsibility for financial services from Paul. Financial planning and wealth management is a key part of Armstrong Watson’s service proposition and under Paul’s guidance has grown to be a significant financial services business with over £550m of investment funds under advice for clients and 40 specialist staff. I am looking forward to further developing our services throughout the Armstrong Watson group.”
Paul Dickson, Managing Partner at Armstrong Watson, says “I’m delighted Andrew has taken on the role of MD for our financial planning and wealth management division and feel safe in the knowledge that this service area will continue to grow under his guidance. The experience and approach Andrew has brought into Armstrong Watson over the past three years continues to attract a wide range of new clients and I know he is committed to delivering the very best service and advice for all our clients”
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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW