Having joined Weatherbys in 2026, Heather is a Team Lead and Senior Private Banker, responsible for managing a portfolio of clients while supporting the continued growth and development of the team. Her clients include entrepreneurs, professionals and families, for whom she provides bespoke advice across their banking, lending and broader financial planning needs.
Heather brings a highly relationship-led approach to her work, shaped by more than 30 years’ experience as a Chartered & Certified Financial Planner and private banker. She takes time to understand the full picture of each client’s circumstances, offering clear, practical guidance across wealth planning, estate planning and day-to-day banking, with a focus on long-term outcomes.
Over the course of her career, Heather has held a number of senior roles across the industry, including Director positions at Kleinwort Hambros and NW Brown, as well as Head of Office at Brewin Dolphin, where she led the launch of the Cambridge office. Most recently, she was a Director at Union Bancaire Privée.
Heather holds Chartered status and is both an APFS-qualified financial planner and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
Outside of work, she plays polo, keeps bees and enjoys walking in the countryside with her two whippets. She is also a former House DJ with an extensive vinyl collection.