Interview -
Meet the team - Amanda Blakeley
In this short interview, we talk to Amanda Blakeley, a former semi-professional footballer, who is a Wealth Planner in our Exeter office.
What is your area of expertise?
My role as the wealth planner for our banking team involves getting to know my clients’ long-term financial and personal goals, before providing them with a clear financial plan that helps them to pay less tax, grow their wealth, and preserve it for their family.
I enjoy helping to explain financial concepts in simple, easy-to-understand terms. I have been in the industry for almost two decades and use my expertise in tax planning, cashflow forecasting, pensions, investments, and estate planning to create a holistic financial plan for my clients.
I specialise in helping business owners plan for a successful business exit, extracting the value from their business that they have worked so hard to build, to create a clear plan for the future, ensuring tax allowances are maximised.
What challenges and opportunities are clients currently facing?
The headline stories for 2023 are stubbornly high levels of inflation, the cost-of-living crisis and the fact that many global economies will likely enter a recession at some point in 2023.
However, it is not all doom and gloom. Going into the second half of the year global equities (MSCI ACWI) are up some 6.8% in 2023. Latest predictions also show the recession will not be as deep as originally feared. With interest rates looking like they are nearing their peak, inflation is already coming down in the US. This presents an opportunity to enter the market and potential to achieve positive returns over the long-term.
The March budget also announced some key changes to pensions, with the removal of the lifetime allowance and increase in the annual allowance. These changes provide tax relief opportunities and any assets within a pension are also ring-fenced outside of inheritance tax.
What do you think sets Arbuthnot Latham apart in the market?
We offer a traditional private banking experience, with local face-to-face advice from a team of professionals that each have their own specialist roles. This enables us to provide high-quality personal service, covering all a client’s banking, lending and wealth management needs.
We also have valuable connections with other specialist experts in the legal and accounting world, so we can work together to provide an overarching service for our clients that truly caters to all their financial needs. This helps us to deliver an effective and efficient service for our clients.
What do you like to do outside of work?
Now that I have retired from playing semi-professional football, I have more time to enjoy going to watch live sport all over the world, including football, rugby, boxing, and the NFL. Plus, I have a real passion for food and enjoy creating my own recipes at home.
Find out more about Arbuthnot Latham and our wealth planning services
Further reading
Raising financially fit kids
Many studies have found that teenagers leave school unprepared for the financial demands of adulthood. Thankfully, there are plenty of ways parents can help their children understand their finances.
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This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.