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Private Wealth Adviser

Victoria Trapitsyna

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Expertise

Victoria helps clients discover practical solutions to the financial issues that concern them most. She covers a wide range of financial planning elements, including; retirement planning; wealth protection and preservation; savings and investment planning and tax planning.

Victoria places great emphasis on maintaining a long term relationship with clients, and becoming a source of trusted advice as their financial needs evolve over the years.

Experience

Victoria has worked in financial services since 2014, but prior to that comes from a legal background.

Qualifications

  • Chartered Financial Planner
  • MBA, The University of Chicago Booth School of Business
  • Advanced Diploma in Financial Planning

Personal interests

Victoria loves travelling, and spending time with her children.

Seeking a tailored financial strategy?

Schedule a consultation with one of our experienced advisers to comprehensively assess and map out your specific financial requirements.

This personalised meeting is an opportunity to delve into your unique financial situation, discuss your goals, and develop a tailored strategy that aligns precisely with what you need for achieving your long-term financial aspirations.

Victoria Trapitsyna

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