UBS Wealth Management in Yorkshire

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

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Together, we can help you achieve more.

View of Leeds City Markets

Address:

UBS Wealth Management
8th Floor
29 East Parade
Leeds
LS1 5PS

Telephone: +44-113-301 8000
Opening hours: 9am-5pm

Branch locator

Our local Leeds team is the gateway to UBS's global network and is ready to get to know your needs.

The Yorkshire team – in the heart of Leeds

 

Regional head: Debjani Raffan

Debjani joined UBS in 2005 as Client Advisor. She has worked in the financial services industry for over 15 years in advisory roles and is a Chartered Fellow of the Chartered Institute for Securities and Investment. She is married with 2 children and in her spare time she can be found honing her skills as a baker.

E-mail Debjani
Debjani Raffan, Regional Head, Scotland, UBS

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.

Karen Vardy, Client Advisor, Yorkshire, UBS

Karen King

Karen joined UBS in 2008 and has 30 years' experience in Banking and Finance. Karen is an Associate of the Chartered Institute of Bankers and has a BSc (Hons) in Financial Services and holds the CISI Certificate in Private Client Investment Advice and Management.

Lisa Helliwell, Client Advisor, Yorkshire, UBS

Lisa Morrison

Lisa joined UBS in 2011 originally as a Client Advisor Assistant and is now a Client Advisor. She has over 14 years' experience in the industry. Lisa is a member of the Chartered Institute for Securities and Investment and holds the CISI Investment Advice Diploma.

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.

Client Account Managers

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

Sophie Bennett, Client Advisor Assistant, Yorkshire, UBS

Sophie Bennett

Sophie joined UBS in 2014 as a Client Account Manager supporting the Leeds office. Sophie holds a BA Hons in Business Studies from Leeds Metropolitan University.

Ellice Parry, Client Advisor Assistant, Yorkshire, UBS

Ellice Parry

Ellice joined UBS in 2019 with 7 years' industry experience. She is a Client Account Manager, supporting the advisors in all areas of client administration.

Marcus Himsworth

Marcus joined UBS in June 2020 having graduated from Newcastle University in 2019. In his spare time, Marcus enjoys playing football, golf and skiing.

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