A new independent financial adviser (IFA) business, Lasenby Knox, is set to launch in Douglas this month.

Steve Locking has been appointed as the managing director of this new generation of wealth adviser firm built on traditional values and a personal approach.

Locking brings a robust track record from his experience gained in banking and independent financial advice in a career spanning 34 years. Boasting highlights such as his role as the chairman of the Isle of Man Financial Planners and Insurance Brokers Association, Locking has spent the past 21 years working in the Isle of Man.

The team behind Lasenby Knox identified the need for clients to receive professional and aspirational financial planning that is entirely personal to them, with intuitive advice that comes from long-lasting relationships.

Commenting on the launch of the new business and his appointment, managing director, Locking said: “Lasenby Knox is a wealth adviser of the future, borne out of the need to evolve as regulation and clients demand ever-increasing levels of service and expertise.

“We will provide insightful and clear financial advice that will enable our clients to build their wealth and realise their individual goals. Our signature approach will be to form long-term relationships to gain a deep understanding of all of our clients’ specific needs.

“It is a real privilege to be heading-up a brand new IFA in the Isle of Man. This is an once-in-a-lifetime professional opportunity to build a business that can provide the very best financial advice and expertise, delivered with a personalised attention to detail.”

Locking has particular expertise regarding the Retail Distribution Review and was among the first to outline its ramifications for the Island’s investors and advisers.

Lasenby Knox’s product portfolio includes: investments; corporate schemes; and financial, retirement and estate planning.

Photo: Steve Locking, the new Managing Director of Lasenby Knox