Lockhart Capital Management (Lockhart), the UK-based financial planning and wealth management firm, has appointed Nick Geere as Head of Financial Planning, strengthening its senior team as the firm continues to grow its high-net-worth client base.

In his new role, Geere will lead Lockhart’s team of financial planners, with responsibility for advice quality, team development and the delivery of the highly personalised service at the heart of the firm’s client proposition.

He will also oversee complex and high-value cases, support the recruitment and development of financial planners and contribute to the firm’s Executive team. Alongside his leadership responsibilities, Geere will continue to advise a small number of families, primarily within the £1 million to £10 million segment.

Jon Bowes, CEO and Founding Director at Lockhart, said: “I worked with Nick during my time at Towry and know first-hand the quality and experience he brings. He is an excellent financial planner and leader, and we are very pleased to have him at Lockhart.

“As we continue to grow, it is important that we attract people who share our commitment to exceptional advise and highly personalised service. Nick will play an important role in leading and developing our financial planning team and ensuring we continue to deliver the standards our clients expect.”

Nick Geere, Head of Financial Planning at Lockhart, added: “Lockhart has built an impressive business around long-term client relationships, high-quality advice and a highly personalised approach. I am delighted to be joining the team and look forward to working with our planners and supporting the firm’s continued growth.”