UBS wealth management in the South, South West and Wales

We're here to help you

We understand the value of having local knowledge that reaches across the globe. Our local client advisors have backgrounds in investment banking, wealth planning and asset management.

Let's talk

Together, we can help you achieve more. 

Address:

UBS Wealth Management
5 Broadgate
London
EC2M 2QS

South / South West: +44-20-7567 0537
Wales: +44-20-7568 7138
Opening hours: 9am-6pm

Our local South, South West and Wales team is the gateway to UBS's global network and is ready to get to know your needs.

The South, South West and Wales team

 

Regional head: Martyn Begbour

Martyn joined UBS in 2011 and has been working in wealth management for over 25 years. He primarily works 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.


Client advisors

Responsible for looking after your wealth management needs, client advisors help you with your wealth strategy, advise on investment products and assist you in pension planning. They’re also your gateway to further UBS expertise, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.

Matthew Marsden

Matt joined UBS in 2016 and has been providing wealth management advice for over 20 years – from comprehensive financial plans to assistance with more specific objectives related to investing, lending, multi-generational and wealth preservation planning. Matt is a Chartered Wealth Manager and 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 and have 3 children.

Matthew Noyce

Matt has been advising ultra high net worth clients for over 15 years both in the UK and Middle East. He has spent the last 10 years with a particular focus on developing client relationships in Dorset and the surrounding region and joined UBS in 2018. He is a Chartered Wealth Manager and specialises in investments, lending, and next generation wealth 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 joined UBS in 2006 and 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. He 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 client advisor, providing bespoke financial planning advice. A team of planners and administrators support our financial planners, efficiently executing this advice, providing you with excellent client service, and offering 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. Julian was 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 assistant

Client advisor assistants are an integral part of the team, providing you with most of your day-to-day administrative support including payments, transfers and trades.

Amy Keast

Having joined UBS in 2016 Amy supports the South, South West and Wales team as a Senior Client Advisor Assistant. In 2019, Amy completed the Level 4 Associate Project Management Qualification via the UBS Career Development scheme. In her spare time she enjoys playing hockey, travelling and cooking.

How much available money would you have to invest?

Please choose one out of 4 options

What kind of institution are you?

Please choose one out of 4 options

Please choose one out of 2 options

Where do you live?

Where would you like to bank with us?

How would you like us to get in touch with you?

Please choose one out of 2 options

Please fill out the form, so we can contact you.

MESSAGE GOES HERE
Please enter a valid input
Please enter a valid input
Please enter a valid input
Please enter a valid input
Please enter a valid e-mail address
Please enter the phone number without any interspace (e.g. +41442221133)
MESSAGE GOES HERE

The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

MESSAGE GOES HERE

Thank you for submitting your enquiry.

We are processing your information. This may take up to 10 seconds. Please do not close this window while your information is being processed.

Thank you for contacting us.

One of our client advisors will contact you soon.

Something went wrong.

Your enquiry could not be submitted.

If you continue to experience problems, please reload the page and try again.

Let's talk

To help us put you in touch with the right advisor or team, please answer the following questions.
What would you like to know more about?

Please choose one out of 5 options

Find out more

Answering your questions

Have a question about our wealth management offering and services? We're here to help you.

Find the answers