Each Client is appointed a Wealth Manager to organise and review their affairs.
Our Team is comprised of highly qualified people with a passion for excellent service.
Wealth Management:
Mark Estcourt - Wealth Manager
Richard Vessey - Wealth Manager
If you are interested in joining us please contact the Office, we would be pleased to hear from you.
Tanja Esposito - Wealth Manager
tanja.esposito@merchantcavendishyoung.com
Qualifications – Member of the Chartered Insurance Institute and Personal Finance Society - DipPFS and MA (hons)
Fluent in Italian and Spanish
Tanja has been in the Profession since 2006 and came to Merchant Cavendish Young in April 2007.
Tanja is a Diploma qualified Wealth Manager. As such, she is able to provide technically focused advice on investments, inheritance tax, pensions and protection.
Her ambitions for the future are to become a Chartered Financial Planner so that she can continue to deliver excellent planning to our clients.
Her hobbies and interests include sports, cycling in particular, and travel.
