Client Adviser
Experience
Poppy is a Client Adviser at Rothschild & Co Wealth Management UK and joined in 2016, having previously worked at NatWest. She advises a broad range of clients, from families and family offices to entrepreneurs and charities. Her client base is international. She has a particular interest in sustainable investing and ‘ESG’ (environmental, social and governance).
Originally from Margate, Poppy now lives in London – although she loves to get back down to the coast. Last summer she swam round the Isles of Scilly, and this year she swam the English Channel as part of a three-person relay.
Education
Poppy has a degree in Law (LLB) from the University of Bristol.
She holds the Private Client Investment Advice Certificate and is an Associate member of the Chartered Institute of Securities and Investment (CISI). She also holds the Investment Advice Diploma from the CISI.
Insights
Emotions can be very persuasive, especially where money is concerned. In this article, we look at why some people have reservations about investing for the first time, or increasing the amount they have invested. We explain how creating and sticking to a plan can help.
Insights
Cash interest rates are expected to fall after rising in recent years, making the stock market a more enticing prospect. We examine the power of compounding, the volatility of the stock market and whether you should move your wealth from stocks to cash.
Insights
Selling a business is a life-changing moment, but entrepreneurs can find it difficult to adapt from receiving a regular salary to a one-off lump sum. Here’s how to manage your cash in a safe manner after a business.