THU 23RD NOV 2017

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Bringing the family business community together

Adviser Profile - Georgina Howard

Georgina Howard

Company: Close Brothers Asset Management

Business Address: 10 Exchange Square, Primrose Street, London EC2A 2BY

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  • Qualifications
  • Main Expertise
  • Core Activities
  • Certificate in Financial Planning

    Diploma in Financial Planning

    Working towards becoming a Chartered Financial Planner

  • Estate Planning
    Financial Planning
    Insurance
    Legacy Planning
    Succession Planning
    Tax Planning
    Trusts
    Wealth Management
    Wealth Planning
  • Financial Planner

Company Description

Close Brothers Asset Management (CBAM) is one of the UK’s largest and longest-established providers of high-quality financial planning advice and discretionary managed services. We manage more than £10 billion on behalf of individuals, families and charities.

We are part of Close Brothers Group plc, a leading UK merchant banking group providing lending, deposit taking and securities trading. Established in 1878, we believe our traditional merchant banking values, based on service and integrity, continue to be relevant today.

We define our approach to business as ‘modern merchant banking’ – values that our embedded in our culture and that underpin everything we do. 

 

 

George enjoys helping clients identify what is truly important to them and creating bespoke solutions to support them in achieving their goals. She feels this understanding is fundamental to having long lasting relationships with her clients. 

She has considerable experience of advising private individuals and, in particular, business owners from pre/post sale of the business to general tax planning considerations including Inheritance Tax issues. 

She looks after portfolios for private clients, helping them implement and maintain tax efficient investment strategies. Helping clients understand the complicated pension rules in an ever changing landscape.

Georges’ specialism is in succession planning - after fully understanding a family’s dynamics and aspirations, she establishes a sound succession strategy to move money through the generations, while taking into consideration degrees of control required as well as income or capital requirements. This helps to ensure that when the inevitable happens, there is as little financial impact to the family as possible.