On a recorded webinar, Carlo Lourenco, private banker; John Williams, head of wealth planning; and Rebecca Cretney, investment counsellor, explained why a wealth plan, with goals and aspirations front and centre, helps investors and their families achieve better financial outcomes.
While we see many clients investing for the long term, what can you do to ensure the outcome will meet your financial goals and aspirations? We discuss the benefits to investing in conjunction with a wealth plan, as well as some of the risks we see, based on hundreds of conversations with clients.
We think it is important to consider a client’s total wealth, managed across different organisations and different structures*, e.g. pension funds, ISAs, trusts etc. to have a clear picture of your finances now and more critically an understanding of what the future picture will look like.
The trio also highlight how easy if it can be to have a plan developed, and regularly reviewed so it reflects life’s changes.
Carlo has been with Nedbank Private since September 2010 and has almost 20 years’ experience managing the complex affairs of high net worth clients. Prior to joining Nedbank Private Wealth, he worked for Coutts & Co. He is a Member of the Chartered Institute for Securities & Investments.
John is a senior wealth planning professional with over 25 years of advisory and management experience, working with UK and international clients. Joining from Credit Suisse UK in 2019, he heads up the wealth planning service. John works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to achieve their financial goals.
Rebecca joined in May 2004 and was appointed to the role of investment counsellor in March 2019. She works closely with our teams of private bankers to provide technical investment expertise where more complex portfolio requirements exist. Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Clients of Nedbank Private Wealth can get in touch with their private bankers or relationship managers directly to set up a meeting with one of our wealth planning experts or call +44 (0)1624 645000.
If you would like to find out more about how we can help you put in place a financial plan based on your wealth goals, please also contact us on the same number as above or email us.
* Any examples of investments and structures used are for illustrative purposes only. This webinar does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.