Jacqui Davidson-Slack, Chartered Financial Planner within the Wealth Planning department in the North West, has been with Arbuthnot Latham for 6 months. Despite her short time at Arbuthnot Latham, Jacqui has worked within Wealth Planning all her working life. Jacqui shared with us her experience of working for Arbuthnot Latham and her interests away from her role.
When she is not working, Jacqui enjoys travelling abroad and is interested in film and fashion so much so that she admits ‘I always plan what to wear for the next day before I close my eyes at night’, and goes so far as to say if she wasn’t a Chartered Financial Planner she would like to be a stylist.
Jacqui described Arbuthnot Latham simply as ‘discreet, niche, and independent’, and takes real pride in Arbuthnot Latham’s title as the first, and only, private bank to hold Corporate Chartered Status.
‘Chartered Status is independent confirmation that all of our Wealth Planners have qualified as Chartered Financial Planners and that the service has reached the highest levels of capability and ethical practice.’
‘The best thing about working at Arbuthnot Latham is working as part of a team of highly qualified individuals who have a common passion in providing a highly personalised, quality service. We have developed specialist teams to ensure that we have the highest level of knowledge and experience to extend to clients and introducers. We work as one team, not in isolation, and share our skills throughout the organisation.’