“Coming up with a good plan for a client is what gets me up in the morning. It is a pleasure to deal with them.”
- Locations
- Bath
Swedish born Ludvig joined the RBC Brewin Dolphin Bath office in 2019 and is a Financial Planner. He has built up a wealth of experience in advising high-net-worth private and corporate clients, with senior executives in IT firms making up the bulk of his client book.
He can advise on a range of issues including share options, restricted stock units and high earner pension contributions, as well as estate and inheritance planning which he works closely with lawyers on. He enjoys problem solving and tax planning.
Ludvig began his financial services career in Sweden as a Personal Banking Advisor at Handelsbanken in 2006. His next major role was as a Financial Planner at The Citimark Partnership in 2011, and then being an adviser at Epoch Wealth Management in 2016. He is a Chartered Fellow of the Personal Finance Society and an Affiliate Member of the Society of Trust and Estate Practitioners.