UBS Wealth Management

A financial partner in the South West & Wales

UBS Wealth Management knows the value of local knowledge - across the globe. That's why we have a team of Client Advisors servicing the South West. These local experts are also your gateway to UBS's global network.

Address:

UBS Wealth Management
5 Broadgate
London
EC2M 2QS

Telephone:

Our people

Martyn Begbour - Regional Head South West

Martyn has been working in wealth management for over 25 years and primarily focusses on working with entrepreneurs in the south central region prior to or after a liquidity event. Martyn is a Chartered Wealth Manager and has a BSc (Hons) in Geography. He likes to spend his spare time with his family, playing golf or watching Southampton FC.

Telephone: +44-20-7567 0537

The South West team

Client Advisors

Client Advisors are responsible for looking after your wealth management needs, from helping to decide your overall wealth strategy through to advising on issues such as investment products and pension planning. As well as being your main contact at UBS Wealth Management, he or she will also be your gateway to the wider expertise of UBS, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.

Matthew Marsden

Matt has been providing wealth management and financial advisory services to his clients for over 20 years. Matt is a Chartered Wealth Manager, with the skills, qualifications and experience to meet the diverse and dynamic needs of his clients—from comprehensive financial plans, to assistance with more specific objectives related to investing, lending, multi-generational and wealth preservation planning. Matt is an Economics graduate from Swansea University, holds the Diploma in Financial Planning with the Personal Finance Society and the Private Client Investment Advice and Management Certificate with the Chartered Institute for Securities and Investment. Matt and his wife live in Newport, South Wales and have three children.

Matthew Noyce

Matt has been advising UHNW clients for over 15 years both in the UK and Middle East. He has spent the last 10 years as Director, Wealth Manager at Coutts & Co, with a particular focus on developing client relationships in Dorset and the surrounding region. He is a Chartered Wealth Manager and specialises in investments, lending, and next generation planning.
Matt is a Governor of Milton Abbey School, Dorset and in his spare time enjoys skiing, travel, rugby and supporting Southampton FC. He lives near Wimborne, Dorset with his wife and 3 children.

Wayne Newlands

Wayne has over 20 years of experience of working with a range of clients from a variety of backgrounds including entrepreneurs and business owners, finance professionals and company executives across the Resident Domiciled, Resident Non-Domiciled space. Having joined UBS London in 2006, Wayne now lives in Cornwall and is a Director in the Private Wealth Management South West Team.

Wayne is a Chartered Wealth Manager, a Fellow of the Chartered Securities Institute (FCSI) and additionally holds Advanced Financial Planning Certificates with the Chartered Insurance Institute (CII).

In his spare time, Wayne enjoys tennis, travel and spending time with his young family.

Financial Planner

Financial Planners work as specialists alongside your UBS client advisor, providing bespoke financial planning advice. A team of Paraplanners and Administrators support our Financial Planners to efficiently execute this advice and, provide you with excellent client service, as well as access to other UBS resources. These resources can range from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.

Julian Warden

Julian joined UBS in 2012 and specialises in advising individuals and their families on personal financial planning, retirement and estate planning as well as tax-efficient investing and life assurance needs. He has worked in the UK financial services industry for over 30 years and has previously advised clients at financial institutions such as Coutts & Co, Credit Suisse and at Close Brothers Asset Management. Julian was one of the first advisers in the industry to be awarded Chartered Financial Planner status in 2005 and holds Fellowships with the Personal Finance Society, the Pensions Management Institute and the Chartered Insurance Institute.

Client Advisor Assistants

Client Advisor Assistants are an integral member of the team who will provide you with most of your day-to-day administrative support including payments, transfers and trades.

Amy Keast

Having joined UBS in 2016 as a Client Advisor Assistant within the UBS Leeds Regional office, Amy now supports the South, South West and Wales UBS Regional Office as a Senior Client Advisor Assistant.

In 2019, Amy completed the Level 4 Associate Project Management Qualification via the UBS Career Development scheme. Amy continues to focus on our clients and her career development within financial services; in her spare time she enjoys playing hockey, travelling and cooking.

Share your priorities with us

Come and see us so we can find out more about what matters to you.