Whatever you are planning to achieve with your finances over the long term, we see three key decisions forming the foundation for any discussion – whether it’s helping your children, funding your retirement, or leaving a legacy.
These three decisions focus on:
1) Why do I need a financial plan? We explain why it is important to have a plan, which is reviewed regularly, to help you achieve your financial goals
2) How do I protect my family? We set out the key documents you should have that support good family financial decisions
3) How should I structure my wealth? We flag some of the tax efficient structures and wrappers, using the UK as an example.
Join John Williams, head of wealth planning, in a conversation moderated by Karen Bennet of the marketing team, as he provides examples of how these discussions can be had over a relatively short space of time, given access to the right expertise that’s appropriate for you.
We regularly publish articles, videos and webinars with information to help you manage your wealth. Subscribe today to stay informed.
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 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.
Head of Wealth Planning
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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Internationals 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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }After 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.
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Karen joined the marketing team at Nedbank Private Wealth in 2019, and is based out of the London office. She brings to the table over 20 years of marketing and public relations experience in financial services in Asia, Europe and the UK.
Primarily focusing on the development and distribution of articles, insights and webinars to existing and prospective clients for the bank, Karen is also in charge of digital marketing. She holds a B.A. (Hons) in Business Administration from the UK and a Diplombetriebswirt from Germany.
Marketing, UK
Karen joined the marketing team at Nedbank Private Wealth in 2019, and is based out of the London office. She brings to the table over 20 years of marketing and public relations experience in financial services in Asia, Europe and the UK.
Primarily focusing on the development and distribution of articles, insights and webinars to existing and prospective clients for the bank, Karen is also in charge of digital marketing. She holds a B.A. (Hons) in Business Administration from the UK and a Diplombetriebswirt from Germany.
+44 (0)20 7002 3607
If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.
We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.
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Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you. Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.
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