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Wednesday, 03 March 2021 12:17
Brown Shipley promotes Chartered Planner to senior role
Private bank and Financial Planning firm Brown Shipley has promoted Rebecca Williams to head of wealth planning with immediate effect.
Ms Williams is a Chartered and Certified Financial Planner, Chartered Fellow of the Securities Institute and a STEP member.
She joined Brown Shipley in 2015 and has experience in private banking and at financial advisory firms.
Brown Shipley is part of Quintet Private Bank.
Roger Clark, group head of wealth planning at Quintet, said: “Rebecca has played a key role in the development of the wealth planning team and the overall Wealth Planning proposition at Brown Shipley.
“She has supported me in the management and leadership of the UK wealth planning business over the last couple of years whilst also leading the wealth planning team in London.
“Rebecca’s promotion recognises these achievements and also demonstrates our focus on growing talent within the business. We will continue to work closely together in the coming months as she transitions to her new role.”
Brown Shipley has offices in London, Manchester, Birmingham, Cambridge, Leeds, Edinburgh, Norwich and Nottingham and a history dating back to 1810.
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