Suitability Review Specialist
CurrentAdvising Coutts UK clients with the ongoing suitability of existing portfolios through completion of portfolio suitability reviews.
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Nick Ramshaw is listed as Suitability Review Specialist at Coutts at Coutts, a company with 2259 employees, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Nick Ramshaw.
Nick Ramshaw previously worked as Suitability Review Specialist at Coutts and Wealth Analyst at Natwest Group. Nick Ramshaw holds Fdsc Degree, Sports Science from University Of Birmingham.
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Nick Ramshaw is a Suitability Review Specialist at Coutts at Coutts.
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Advising Coutts UK clients with the ongoing suitability of existing portfolios through completion of portfolio suitability reviews.
Producing analysis documents and suitability letters for clients investing into the Coutts wealth management service. This includes advice on wealth structuring, investment planning, protection, retirement and estate planning.
Working on the Discretionary Portfolio team initially assisting clients with queries and transactional requests. Progressed as a senior member of the team supporting clients with technical queries around trusts, tax reporting, probate, portfolio composition and performance.
Bristol, United Kingdom
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Jack Nash
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Andy Martin
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Greater London, England, United Kingdom, United Kingdom
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Gosia Dalby
Colleague at Coutts
London, England, United Kingdom, United Kingdom
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Jen Hall
Colleague at Coutts
Bristol, England, United Kingdom, United Kingdom
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Ian Shoubridge
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Greater London, England, United Kingdom, United Kingdom
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Simon Collins
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Weston-Super-Mare, England, United Kingdom, United Kingdom
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J B
Colleague at Coutts
Leicester, England, United Kingdom, United Kingdom
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Nigel Patel
Colleague at Coutts
London, England, United Kingdom, United Kingdom
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FW
Francesca Willson
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Romford, England, United Kingdom, United Kingdom
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Daniel Maloney
Colleague at Coutts
Greater London, England, United Kingdom, United Kingdom
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Nick Ramshaw works for Coutts.
Nick Ramshaw is listed as Suitability Review Specialist at Coutts at Coutts.
Nick Ramshaw is based in Bristol, England, United Kingdom while working with Coutts.
Nick Ramshaw has worked for Coutts, Natwest Group, and Bristol & Clifton Golf Club.
Nick Ramshaw's colleagues at Coutts include Jack Nash, Andy Martin, Gosia Dalby, Jen Hall, and Ian Shoubridge.
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Nick Ramshaw holds Fdsc Degree, Sports Science from University Of Birmingham.
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