Linzi Deane

Linzi is a Chartered Financial Planner and Director in the financial planning team. Linzi works primarily with high net worth and ultra high net worth individuals and families with complex financial planning and tax needs. Linzi has built a series of very close and trusted relationships with her clients based on a commitment to building a deep understanding of their unique circumstances, needs and life goals. Linzi says, “We’re with our clients for the journey and aim to give them peace of mind along the way.”  A people person first and foremost, Linzi says “I’ve seen first-hand how good financial advice, with a trusted, knowledgeable, professional person you can turn to in the worst of times, can provide real support.”