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Jonathan Brownlow — Wealth Planning Director · Cazenove Capital · London, England, United Kingdom.
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About
A strategic and client outcome focused Chartered Financial Planner, and Fellow of the Personal Finance Society, with over 20 years industry experience. I have acquired wealth management and business development skills in large retail financial services institutions, a firm specialising in City based clients, and I now work with high net worth and ultra high net worth clients for a prestigious private bank.
Self motivated, and a proven fee earner, I have helped clients to create and implement bespoke integrated financial plans to meet their personal objectives.
Experience
Wealth Structuring Advisor
RBC · London, United Kingdom
Aug 2013 – Aug 2016
Supporting the London based team of Private Bankers to provide a strategic, proactive, integrated relationship management service, by working with other RBC specialists (tax, credit, investments) to recommend appropriate wealth structuring solutions for their HNW and UHNW clients. Predominant focus on establishing retirement, succession and estate planning strategies, via the use of UK and international pensions, onshore trusts and offshore trusts and structures.
Education
Skills
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