Sean Knights

Experience

• 

  Coutts

  Jun 1987 - Sept 2016

  CF30 Authorised, FCA regulated and CISI accredited Chartered Wealth Manager advising clients under the Coutts Wealth Management Advice Service since its inauguration in late 2012.This role demanded close working relationships with clients and prospects and profiling of their currentsituation, financial arrangements and personal financial aims.Specifically, it entailed preparation of detailed analysis and personalised holistic wealth reports encompassing comment and advice on investment planning, banking, credit, protection, retirement and estate planning.The role also necessitated partnering with Private and Commercial Bankers, Specialist Advisers, Trust Taxand Estate Planning advisers the Business Development Team and the Coutts Institute.In addition, I built close working relationships with NatWest Commercial Banking , external accountants and lawyers to assist existing clients and proactively generate prospective new private clients. Show less

  • Director, Wealth Management, Entrepreneurs Group

    Jul 2012 - Sept 2016

  • Senior Private Banker, Entrepreneurs Group

    Jun 2007 - Jul 2012

  • Private Banker, Entrepreneurs Group

    Jan 2000 - Jun 2007

  • Client Relationship Manager, Strand Private Banking

    Jan 1996 - Jan 2000

  • Manager's Assistant, Buckingham Branch

    Jun 1987 - Jan 1996
• 

  AW Financial Management LLP

  Nov 2016 - now

  Partner

  I provide personalised investment and retirement planning advice as Partner of this well established firm having previously spent 31 years with one of the UK's leading private banks. Because we are independent we are not restricted to recommending the solutions and products of one provider as many wealth managers are. As a team, we pride ourselves on the level of personal service and attention to detail which are critical in helping our clients to achieve their financial goals. For example, we formulate strategies designed, tax-efficiently, to make our clients' money work harder for them within parameters agreed with them at the outset and reviewed on a regular basis. Show less