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.


28th June 2023


Amanda Blakeley

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. 



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.


Becoming a client

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+44 (0)20 7012 2500

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Related services

Wealth Planning  •  Wealth Management  •  Investment Management  


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