Ainsley joined the RBC Brewin Dolphin Ipswich office in 2020 and is a Chartered Financial Planner. He provides advice to high-net-worth private clients and business owners on how to best structure their financial affairs, helping them to both understand their wealth and whether they can achieve their goals. Often this involves advice on investments, pensions and retirement planning or estate planning.
He works closely with his clients’ accountants and lawyers to put in place strategies to meet all their financial needs and objectives tax efficiently.
Ainsley is a specialist in sophisticated cashflow modelling and forecasting tools, to show visually a client’s financial path and whether they will achieve their goals. This is helpful to business owners who are getting ready to exit or sell their business, as well as those planning their future retirement income or investment needs.
Ainsley began his financial services career in 2001 with Lloyds Banking Group working for their private banking and stockbroking divisions, before focussing on providing financial advice. Prior to moving to RBC Brewin Dolphin, he spent five years in the wealth advisory team of Grant Thornton a leading national accountancy firm working across Suffolk, Norfolk and Essex.