Kingswood Holdings Limited Announces Appointment of Jeff Grantham as Head of Wealth Planning
September 18, 2020 at 02:01 am EDT
Kingswood Holdings Limited announced that Jeff Grantham, Sterling's founder, brings his considerable industry experience to the company in his new role of Head of Wealth Planning. With immediate effect, Jeff will lead the company UK advisory network taking responsibility for wealth planning strategy and performance, revenue growth, adviser compensation, asset migration, new business initiatives, process improvement and service level enhancement.