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On The Road Diary - Postcards from Leeds....

On The Road Diary - Postcards from Leeds....

The On the Road team ventured to Leeds this week and kept us in the loop with their adventure.


Alex, Eleanor and Katie have arrived in Leeds!

Unsettled by eye contact on public transport, Alex and Katie popped to their first meeting with Andrew Aitken, head of the Yorkshire office at JM Finn.

‘The best thing about working in Leeds is the strong community of professional advisers here,’ he told us. In regards to the team’s plans for the rest of the year they intend to ‘continue building on the growth of 2017 and add to our excellent team of investment managers.’

Next we headed to Progeny Asset Management to meet with director Ian Hooper.

‘Leeds is a vibrant and expanding city with a strong presence in legal and financial services,’ Hooper says. ‘We want to develop more solutions for the private client and financial adviser market.’

Wandering the busy streets for a lunch spot, we wanted somewhere unique to Leeds. However we somehow ended up in Wasabi, the national Japanese chain, as the chicken katsu was too irresistible to ignore.

Being careful not to get any katsu sauce on our work outfits, Eleanor and Katie headed off to meet Robert Morse, senior partner at The Private Office.

Robert thinks Leeds is a great place to work as a young professional, so we asked the opinion of young graduates in the office, Anna Fearon and April Leeson: ‘We love the vibrant nature of the city and can easily pop out for a team lunch, a shopping trip and after work drinks.’

Bye for now, 

The 'On The Road' Team


The best way to start the day in Leeds is a wonderful breakfast meeting with Jonathan Baker and Nicola Louden from Charles Stanley as they celebrate the office’s 10 year anniversary in the city.

Both agreeing that the best thing to do in Leeds is the shopping, Baker points out: ‘Being so close to the Yorkshire dales, I get the best of both worlds – country living and city life. Having experienced a fantastic year last year for bringing on new clients we intend to build on the success and keep the impetus going.’

Alex then met with Rupert Forrest of Raymond James and Andrew Goodchild of Brown Shipley.

‘Watching Yorkshire or England playing cricket at Headingley in the sunshine followed by a drink at the Skyrack’ is Forrest’s highlight for Leeds living. His 2018 plans involve ‘volunteering at our local nature reserve – RSPB St Aidens, which is an awesome local resource.’

Goodchild meanwhile insists that the very best thing about the city is its music scene.

‘There’s a long history with a thriving music scene from the historic Brundenell to the O2 Academy.’

‘With lots already in the diary for the second half of the year, there are plenty of reasons to be optimistic,’ he says in respect to Brown Shipley’s plans.

Our final meeting was with Paul Smith and Dominic Key from Leodis. After separating from Lupton Fawcett law firm two years ago they’ve now moved into a new office space. They’re a small team who are kept busy and are positive for the year ahead.

Unfortunately our time in Leeds has come to an end, until next time – back to London we go.


AD Team


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