Lasenby Knox has made a significant hire with the appointment of Edgewater Associates’ Kathy Mitchell as an IFA and client relationship manager.
This has reunited a longstanding partnership between Kathy and Lasenby Knox managing director, Steve Locking.
The duo have worked together for more than 20 years in total, firstly at HSBC and for the past 15 years at Edgewater Associates.
Forty-three-year-old Kathy, who lives in Glen Maye has 25 years’ experience in the finance industry, and is Level 4 Diploma qualified, DipPFS.
Over her 16 years in an IFA environment, she has developed a well-rounded and forward-thinking approach. Along with Steve, Kathy navigated industry changes, such as RDR for their firm and the benefit of their clients.
Kathy said: ‘To join such a fantastically ambitious and quality firm is the opportunity of a lifetime and I am delighted with my new role.
‘It’s great to be working in what’s always been such an effective partnership with Steve again – like the old gang is back together.
‘The business really is doing things differently and I’ve never seen so a careful focus on client service and the depth of technical knowledge as there is at Lasenby Knox.
Lasenby Knox is built on traditional values and focusses on a personal approach as it recognises that clients should receive bespoke professional, financial planning, tailored precisely to their own long-term requirements and aspirations.
Steve said: ‘Hiring Kathy is a real coup for the business and we’re grateful to have such a talent on board.
‘She clearly understands what the business is trying to achieve within the market and is passionate about working with us to bring this to reality.
‘An average one-size-fits-all IFA just doesn’t cut it for clients anymore.
People need to feel that their adviser understands their personal needs and ambitions just as plainly as he or she can understand the benefits of a specific technical financial product or take a knowledgeable overview of the marketplace.
“What’s more, clients should also feel the benefits of working with a quality brand with the service and attention to detail they would find as a consumer in any other industry.
‘Arguably, for private clients, the selection of an adviser is the most important purchase they ever make – after all it is that which determines how they can plan for everything else they spend.’
Lasenby Knox looks after a client’s all-encompassing financial planning and advice needs. This could include platforms, offshore bonds, discretionary fund management, pensions (SIPPS) or personal and business protection insurance.