Rebecca joined Brown Shipley in October 2015; she provides advice on risk management, investments, retirement solutions, estate planning and lifetime cash flow planning. Rebecca has particular experience of using lifetime cash flow with clients to help structure their affairs tax efficiently and plan to meet future goals. Rebecca is a Chartered and Certified Financial Planner, a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investments. Rebecca also holds the Society of Trust and Estate Planners Certificate.
Phone: 020 7282 3208
As Head of Court of Protection & Personal Injury at Brown Shipley, Richard works closely with professional deputies and trustees within the legal community, across the UK, and leads the firm’s specialist financial planning and investment management service. A highly experienced financial professional in the Court of Protection and personal injury field, qualified as both a chartered financial planner and a chartered investment adviser, and with a career spanning more than 20 years. He has held similar positions at Arbuthnot Latham, Barclays Wealth and Towry.
Phone: 0207 710 5763
Richard joined Brown Shipley in 2017 as Head of Lending to lead the firm’s focus on growing its lending book. Prior to this, he spent 32 years at Coutts where he undertook a variety of roles, ending as Head of Banking and Credit for the Bank’s ultra-high net worth client team. Richard holds a number of financial service qualifications including Associate of the Chartered Institute of Bankers, Private Client Investment Advice and Management and CeMap.
Phone: 020 7282 3270
As Investment Director, Shanti works on variety of areas including the management of discretionary portfolio models, investment process and investment communication. She has experience across various financial sectors over her 11 year career, with time spent in investment banking and asset management, with a particular focus on derivatives. Shanti’s experience comes from several years at firms including Coutts, the Royal Bank of Scotland and Boston Capital. She holds qualifications from the FCA and has a Management MSc from the London School of Economics.
Phone: 0207 282 3311