SPEAR'S WEALTH MANAGEMENT INDEX 2020

Weatherbys Private Bank




SPEAR'S 2020 WEALTH MANAGEMENT INDEX

We are delighted that Hayley Robinson, one of our private bankers based in Scotland, has been nominated by Spear’s as a 'Rising Star’ in the wealth management sector.  Hayley was recruited in 2016 to bolster Weatherbys’ expansion when it opened its Edinburgh office. In particular Spear’s referred to her assisting the owners of Lanrick Estate, a 1,500-acre estate that has been in the family since 1904. The owners were struggling with inflexible lenders when Weatherbys stepped in to finance the estate. 

In addition, our head of private banking, Quentin Marshall, has been named by Spear’s as one of the top ten wealth managers in the UK for the fourth consecutive year.
 

HOW TO RETIRE AT 60

If you want to down tools on your 60th birthday, then it will require careful preparation to ensure that you have enough money to sustain yourself comfortably during your retirement. A core way to ensure a successful retirement is to create both a cashflow and tax plan.

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