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.
