Insight

LOCKHART CAPITAL MANAGEMENT APPOINTS 2 SENIOR ADVISERS

Lockhart Capital Management LLP appoints Charles Coade and Justin Bradford to the role of Director based in the Leeds and the Cobham offices advising High Net Worth Clients.

   

Charles is a Director at Lockhart having joined from Tilney. He is a Yorkshire Financial Adviser of the Year 2020 and 2021 finalist and specialises in wealth planning for high net worth individuals and business owners.

Justin is a Chartered Financial Planner, a member of the PFS and holds the Investment Management Certificate (level 4). He is also a Registered Trust & Estate Practitioner and a full member of STEP. Justin is a Director at Lockhart Capital having joined from Tilney.

    

Chief Executive Officer Jon Bowes said “Charles and Justin will both be tremendous assets to our Advisory team and represents major hires for Lockhart. With £500m of AUM, the successful growth in our business in such a short time has allowed us to recruit such experienced individuals to increase our capacity for additional clients. Their technical expertise and desire to offer a more tailored level of service means they will both fit seamlessly into the culture and ethos of our business. The support that we have received from clients and professional advisers has been overwhelming and is evident of the value that they place in personal, trusting relationships. Charles and Justin are both highly respected in the professional community and will add great value in the south east and the north of England as well as the business as a whole.” 

Charles Coade said: “I can see how this firm is bringing a new dynamic to the industry and I strongly endorse the company values and its consistent focus on the customer. This is a key attraction to me. Also, having worked with all five of the Founding Partners previously, I know how committed Lockhart is to be delivering a truly personal service.“

Justin Bradford said: “Lockhart Capital Management is a very exciting new but established entrant in the Financial Planning and Wealth Management sector, especially with our focus on providing quality advice to High Net Worth Individuals.“