Why is this still important, particularly given the current news headlines, and why is now actually a good time to think things through?
With the coronavirus pandemic, the focus on many people’s attention is on the short term. However, while we see families forced into self-isolation, what are the types of conversations you can have to ensure that your finances are built to stand the test of time? We explore some of the questions you should have the answers to, and will help you better plan as to how much you will need in retirement and how much can be made available to help your family.
Join John Williams, our head of wealth planning, as he draws on his 25 years of experience to help people understand what needs to be considered and when, and what conversations could be started. The webinar, moderated by Karen Bennett of the marketing team, will also briefly flag the changes to UK pensions following the 11 March Budget 2020.
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Clients of Nedbank Private Wealth can get in touch with their private bankers directly to set up a meeting with one of our wealth planning experts, or call +44 (0)1624 645000 and speak to our client services team.
If you would like to find out more about how we can help you put in place a financial plan based on the retirement you would like to enjoy, please also contact us on the same number as above or use the form at the end of the page.
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.
John heads up the wealth planning proposition for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
John heads up the wealth planning proposition for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
+44 (0)20 7002 3610
Antoine de Saint-Exupery said “A goal without a plan is just a wish”, which is particularly relevant when we consider our financial goals and aspirations. John Williams, who recently joined us as head of wealth planning, highlights three areas where wealth planning can be particularly important.
Read moreInternationals moving to the UK are able to remain non-domiciled, which offers opportunities and pitfalls, as our host, John Williams, and his guest, Mike Curran of PwC, will explain in this webinar.
Read moreAfter the turbulent events of 2020, many may be planning to make life changes now the new year has started. John Williams suggests five easy ways to make a start by putting your finances in order.
Read more
Karen joined Nedbank Private Wealth in 2019 and is based out of the London office. She brings to the table over 22 years’ experience in financial services in Asia, Europe and the UK, primarily in investment and wealth management.
Karen works with the private banking teams to identify trends in wealth management and develop initiatives to help private clients understand the opportunities for their wealth, as well as the hurdles. She also works with the company’s network of finance, fiduciary and advisory professional partners to introduce our services and ensure Nedbank Private Wealth is seen as the provider of choice for high net worth individuals and their advisers.
Outside of work, Karen is on the management board of Women in Banking & Finance UK, an ambassador for Insuring Women's Futures and a member of the board of trustees for International Children's Trust. Karen holds a business degree earned in Germany and the UK.
Karen joined Nedbank Private Wealth in 2019 and is based out of the London office. She brings to the table over 22 years’ experience in financial services in Asia, Europe and the UK, primarily in investment and wealth management.
Karen works with the private banking teams to identify trends in wealth management and develop initiatives to help private clients understand the opportunities for their wealth, as well as the hurdles. She also works with the company’s network of finance, fiduciary and advisory professional partners to introduce our services and ensure Nedbank Private Wealth is seen as the provider of choice for high net worth individuals and their advisers.
Outside of work, Karen is on the management board of Women in Banking & Finance UK, an ambassador for Insuring Women's Futures and a member of the board of trustees for International Children's Trust. Karen holds a business degree earned in Germany and the UK.
+44 (0)20 7002 3607
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