UK Leadership Team

David Lawrence

Chief Executive officer

David has over 30 years’ experience in financial services with Lloyds Banking Group latterly as Chief Operating Officer and Commercial Director for Lloyds Private Banking. David played a lead role in the establishment of Schroders Personal Wealth, becoming Chief Commercial Officer for Schroders business in March 2019. David joined Kingswood in December 2020.

JON MILLAM

Chief Financial Officer

Jon joins from Equiniti where he was the Finance Director, Group FP&A, having previously been the Finance Director for Equiniti Financial Services and EQ Invest. Prior to Equiniti, Jon undertook senior finance roles at American Express and British Airways.

Richard Bernstein

Chief Risk Officer

Richard joined Kingswood Group in March 2020 as Chief Risk Officer having worked at Close Brothers Asset Management for 8 years in senior Risk & Compliance roles. Richard is a CFA charterholder, a Charted Fellow of the CISI and a Chartered Wealth Manager.

Harriet Griffin

Chief Operating Officer

Harriet joined Kingswood Group in March as COO from Charles Stanley where she held role of COO of their Private Client Investment Management business and brings considerable experience in investment operations management, process and control. Harriet is a graduate of the University of Bath, a Chartered Member of the CISI and holds an MBA from Cranfield University.

HAYLEY BURTON

MANAGING DIRECTOR, Head of Wealth Planning, MiDLANDS AND SOUTH

Hayley joins from Santander, where she was an Area Manager, Financial Planning in their wealth management division. Hayley has over 20 years of experience in financial services and has held a wide range of people leadership roles through her time at Lloyds Banking group and Santander.

Jeff Grantham

MANAGING DIRECTOR, Head of Wealth Planning, North

Jeff is a qualified financial planner and has spent the past 20+ years building and expanding Sterling Trust (a business acquired by Kingswood in June 2020). Jeff leads Kingswood’s UK advisory network in the North.

Rachel Bailey

CHIEF PEOPLE OFFICER

Rachel is fully CIPD qualified (Associate CIPD) with 20 years experience in human resources. Rachel has worked in a number of different industries including leading UK commercial property company British Land.

CHRIS METCALFE

Chief Investment Officer

Chris co-founded IBOSS Ltd in 2008, and is CIO of Kingswood Group. He heads up the Kingswood IBOSS Managed Portfolio Service as well as IBOSS Asset Management. He manages a close-knit team, ensuring high standards are kept in delivering both exceptional service and overall investment experience for the adviser and planner community.

LUCY WHITEHEAD

CHIEF CLIENT OFFICER

Lucy leads the client agenda for Kingswood ensuring our clients are at the centre of our ambitions through our marketing, communications and propositions. Lucy has over 18 years experience in financial services and has held a number of senior lead roles for client experience from her time at Lloyds Banking group and Schroders Personal Wealth.

Paul Surguy

Managing Director, Head of Investment Management

Paul has 20 years of private client experience. Early in his career he managed a varied range of private client and institutional portfolios. He has regularly been quoted in the Financial Press and was recognised as one of Citywire’s Top 100 on several occasions as well as PAM’s Top 40 Under 40.

NIGEL DAVIES

Managing Director, Fixed Income and Institutional

Nigel Davies is Managing Director and heads up Kingswood Institutional. Nigel has wealth of experience working with universities, charities, institutes and Plc’s amongst others. Throughout his 40 year career Nigel has specialised in all aspects of treasury business with particular emphasis on the UK and European bond markets.

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