Hannah Goody
About Hannah Goody
Hannah Goody serves as the Director of Wealth Planning at Investec Wealth & Investment UK, where she has worked since 2020. With a background in investment management and a focus on tax planning, she oversees a team managing £1.5 billion in assets.
Work at Investec
Hannah Goody has been serving as the Director of Wealth Planning at Investec Wealth & Investment UK since 2020. In this role, she manages a team of 13 professionals and oversees £1.5 billion of assets on a discretionary basis. Prior to her current position, she held the role of Investment Director at the same firm for 15 years, from 2005 to 2020. During her tenure, she also worked as an Associate Investment Director, contributing to her extensive experience in wealth management.
Education and Expertise
Hannah Goody studied at The Chartered Institute for Securities & Investment (The CISI), which has equipped her with the knowledge and skills necessary for her roles in wealth management. Her expertise includes a robust investment process supported by an in-house team of dedicated analysts. She focuses on tax planning and tax-efficient vehicles, which are integral components of her wealth management services.
Background
Hannah Goody has spent her entire professional career at Investec Wealth & Investment UK, accumulating 15 years of experience in various investment roles before becoming the Director of Wealth Planning. Her background in investment management has provided her with a solid foundation for her current responsibilities in wealth planning.
Client Engagement and Collaboration
Hannah Goody actively seeks to connect with individuals who have recently received an inheritance, offering her expertise in financial management. She aims to build relationships with solicitors and accountants to provide collaborative wealth management services, enhancing the support available to her clients.