Victoria Montacute

head of business development

T: 01420 83517

As Head of Business Development, Victoria is responsible for advising new and existing clients on all aspects of investment management and estate planning. She also leads our team of financial advisors, being responsible for their development and management.

Victoria joined the team in February, 2021, having been in the financial services Industry for over 20 years.

Victoria began her career working in client-facing roles before moving into regulatory, providing support across the Compliance, Training and Competence functions. Before joining us, Victoria was Operations Director for a national wealth management firm.

Qualifications:

Diploma in Financial Planning, Member of PFS/CII, Certificate in Long Term Care, Certificate in Lifetime Mortgage Activities, Advanced Diploma in Taxation and Trusts