Insight

Lockhart Capital Management appoints Senior adviser to London and South East team

Lockhart Capital Management LLP (LCM) appoints William Thomson to the role of Director based in the Cobham office advising High Net Worth Clients.

William is a Director at Lockhart having joined from a major national wealth management firm where he was both a Partner and Team Leader in their London office. Prior to that William worked for a global bank specialising in guiding and advising international clients.

As a fully qualified Financial Planner, William advises families on all aspects of their financial planning and wealth management needs although he has a particular interest in estate planning and the efficient transfer of wealth between generations.

 

Chief Executive Officer Jon Bowes said “William will be a tremendous asset to our Advisory team and represents a major hire for Lockhart. The successful growth in our business in such a short time has allowed us to recruit such an experienced individual to increase our capacity for additional clients. William’s technical expertise and desire to offer a more tailored level of service means he will 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. William is highly respected in the professional community and will add great value in the south east as well as the business as a whole.”

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