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Wealth

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Nicola Roberts

Nicola Roberts

Nicola Roberts is the highly commended head of private clients at Deloitte. She oversees a ‘big, diverse practice’ that does…

By Spear's
Suzanne Willis

Suzanne Willis

Blick Rothenberg partner Suzanne Willis took top honours among private client tax accountants at last year’s Spear’s Wealth Management Awards…

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Mark Davies

Mark Davies

Mark Davies has described himself as the ‘energy business’ of the offering at his eponymous firm. ‘It’s my job to…

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James Hender

James Hender

James Hender has advised a broad client base of financial services workers and the first-generation wealthy for many years now.…

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Alison Hill

Alison Hill

‘I’m definitely a lifer at this point in time,’ jokes Alison Hill as she describes her 22-year career at PwC.…

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David Kilshaw

David Kilshaw

‘There is a good argument to be made that the UK tax system has completely revolutionised itself in the last…

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Victor Dauppe

Victor Dauppe

Victor Dauppe has one simple purpose: to help people structure their affairs. ‘Simple’ being the optimal word: he believes that…

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Simon Weil

With more than 40 years in private practice, Simon Weil’s ‘broader practice’ of private wealth matters is more comprehensive than…

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Wendy Walton

Wendy Walton is one of BDO’s key figures, having climbed the ranks since starting as a trainee. ‘I decided I…

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Iain Younger

Iain Younger’s practice covers ‘a full range of issues’ concerning private clients with ‘proactive, planning-based’ advice based upon ‘a clear…

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Sonal Shah

Sonal Shah’s star is rising in the complex tax and trusts landscape, especially where ‘complicated family dynamics’, long-standing trust matters,…

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Emily Stoneham

Emily Stoneham is ‘an outstanding young contentious trusts lawyer’, according to Payne Hicks Beach. She joined the firm from Macfarlanes…

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Emma White

Emma White was promoted to partner in Forsters’ private client department in April. She works on a range of complex…

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Robert Brodrick

Robert Brodrick

‘Our work continues regardless,’ says Robert Brodrick, carrying a soothing sense of stability during his catch-up with Spear’s despite the…

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Julia Rosenbloom

A partner in Smith & Williamson’s private client tax services Birmingham outpost, Julia Rosenbloom has been busy guiding clients through…

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Andrew Goldstone

Andrew Goldstone established Mishcon de Reya’s formidable tax and wealth planning group more than 15 years ago, and he continues…

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