UBS Wealth Management in Yorkshire

We're here to help you

We understand the value of having local knowledge that reaches across the globe. Right here in the heart of Leeds, our client advisors have backgrounds in investment banking, wealth planning and asset management.

Let's talk

Together, we can help you achieve more.

Address:

UBS Wealth Management
8th Floor
29 East Parade
Leeds
LS1 5PS

Telephone: +44-113-301 8000
Opening hours: 9am-6pm

The Yorkshire team – in the heart of Leeds

 

Regional head: Aidan Dunstan

Aidan joined UBS in 2004 after the acquisition of Laing & Cruickshank. He divides his time between working with private clients on both a discretionary and advisory basis covering personal portfolios, ISAs, pensions and offshore bonds whilst also managing the Leeds office. Aidan is a Chartered Member of the CISI. Outside of the office he enjoys tennis, football and golf.


Client advisors

Responsible for looking after your wealth management needs, client advisors help you with your wealth strategy, advise on investment products and assist you in pension planning. They’re also your gateway to further UBS expertise, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.

Karen King

Karen joined UBS in 2008 and has 30 years' experience in Banking and Finance. Karen is an Associate of the Chartered Institute of Bankers and has a BSc (Hons) in Financial Services and holds the CISI Certificate in Private Client Investment Advice and Management.

Neil King

Neil has a banking and finance career spanning over 30 years, joining UBS in 2006. Neil is an Associate of the Chartered Institute of Bankers and holds a CISI Certificate in Private Client Investment Advice and Management.

Richard Wood

Richard joined UBS in 2018 with experience advising high net worth individuals and in managing investment portfolios for charities and trusts. Richard read Chemistry & Mathematics at Durham University and is a fellow of the Chartered Institute for Securities and Investment.

Claire Kerr

Claire joined UBS in 2006 as a Client Advisor advising private clients. In addition to working with clients resident and domiciled in the UK, Claire is accredited to advise resident non domiciled (RND) clients. Claire holds the CISI Certificate in Private Client Investment Advice and Management.

Lisa Helliwell

Lisa joined UBS in 2011 originally as a Client Advisor Assistant and is now a Client Advisor. She has over 14 years' experience in the industry. Lisa is a member of the Chartered Institute for Securities and Investment and holds the CISI Investment Advice Diploma.

Financial planner

Financial planners work as specialists alongside your client advisor, providing bespoke financial planning advice. A team of planners and administrators support our financial planners, efficiently executing this advice, providing you with excellent client service, and offering access to other UBS resources. These resources can range from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.

Mike Stirrup

Mike joined UBS in 2018 with 10 years' experience advising private clients on investment, estate and retirement planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society, a Chartered Member of the Chartered Institute of Securities and also holds the Society of Trust and Estate Planners Certificate for financial services.

Client advisor assistants

Client advisor assistants are an integral part of the team, providing you with most of your day-to-day administrative support including payments, transfers and trades.

Sophie Bennett

Sophie joined UBS in 2014 as a Client Advisor Assistant supporting the Leeds office. Sophie holds a BA Hons in Business Studies from Leeds Metropolitan University.

Ellice Parry

Ellice joined UBS in 2019 with 7 years' industry experience. She is a Client Advisor Assistant, supporting the advisors in all areas of client administration.

James Bradshaw

James joined UBS as part of our apprentice programme in 2018 and graduated as a qualified CAA in 2020. Prior to joining, James completed A-Levels in Maths, Business Studies and Economics whilst completing a year of work experience at an IFA.

How much available money would you have to invest?

Please choose one out of 4 options

What kind of institution are you?

Please choose one out of 4 options

Please choose one out of 2 options

Where do you live?

Where would you like to bank with us?

How would you like us to get in touch with you?

Please choose one out of 2 options

Please fill out the form, so we can contact you.

MESSAGE GOES HERE
Please enter a valid input
Please enter a valid input
Please enter a valid input
Please enter a valid input
Please enter a valid e-mail address
Please enter the phone number without any interspace (e.g. +41442221133)
MESSAGE GOES HERE

The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

MESSAGE GOES HERE

Thank you for submitting your enquiry.

We are processing your information. This may take up to 10 seconds. Please do not close this window while your information is being processed.

Thank you for contacting us.

One of our client advisors will contact you soon.

Something went wrong.

Your enquiry could not be submitted.

If you continue to experience problems, please reload the page and try again.

Let's talk

To help us put you in touch with the right advisor or team, please answer the following questions.
What would you like to know more about?

Please choose one out of 5 options

Find out more

Answering your questions

Have a question about our wealth management offering and services? We're here to help you.

Find the answers