Brown Shipley names new wealth planning head

News Team, 02/03/2021

Brown Shipley has promoted Rebecca Williams to head of wealth planning, effective immediately.

Ms Williams is a Chartered and Certified Financial Planner, Chartered Fellow of the Securities Institute, and STEP member.

She joined Brown Shipley, owned by Quintet, in 2015 from C Hoare & Co where she was a senior financial planner. Previously, she also worked at Cavanagh Wealth Management and Killik & Co.

Roger Clark, group head of wealth planning at...

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