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Brown Shipley promotes client director to head of wealth planning
Rebecca Williams has been with the wealth manager since 2015
Brown Shipley has promoted Rebecca Williams to head of wealth planning, effective immediately.
Williams (pictured) joined the Quintet private bank in 2015, where she was most recently client director. She is a chartered and certified financial planner, chartered fellow of the securities institute and STEP member
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.”