Leigh Philpot

MD, Head of Wealth at Kingswood Group

Leigh Philpot is the current Managing Director and Head of Wealth at Kingswood Group. Leigh has over 20 years of experience in the financial services industry, including previous roles as Commercial Director at AHR Private Clients and Managing Director - Head of Wealth at Kingswood Group. In their current role, Leigh is responsible for all client-facing and regulated staff, leading financial advice and investment teams, and overseeing business development, marketing, and client acquisition for the group. Leigh has played a key role in the acquisition and integration of IFA businesses to meet growth targets, and has redesigned and launched the client proposition, including pricing, service, and relationship model to offer a fully integrated service across investment management and financial planning.

Leigh Philpot is a CAIA Charterholder who specializes in Alternative Investments. Leigh is a 2:1 (Dual Honours) graduate of Keele University in Politics & American Studies. Leigh is also a Chartered Fellow of the CISI through the Chartered Institute for Securities & Investment.

Their manager is Gary Wilder, Group Chief Executive Officer. They work with Jeff Hodgetts - MD, Investment Management, Richard Klein - MD, Alternatives and Distribution, and Neil Mckechnie - Managing Director.

Timeline

  • MD, Head of Wealth

    Current role

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