The Autumn Budget: What It Means for You

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  Tahir Mahmood Tax & Advanced Planning | Director @ W1M

  Tahir provides tax reporting and information to American clients on the most tax efficient way to structure and optimise their investment portfolios from a US perspective, and that of their country of origin. He joined W1M in 2014, concentrating on dealing with Americans living in the UK and is qualified as both a US and UK tax advisor. Prior to joining W1M, Tahir had a successful career at several highly renowned US tax specialist firms, advising international mobile employees on the tax implications of their moves as well as undertaking US and UK tax compliance work for HNW individuals.

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  Jack Smith, CFA Fund Manager - Fixed Income | Director @ W1M

  Jack joined the team in December 2024 and has worked in the investment industry since 2014. He previously held roles at Barclays, Union Bancaire Privee and HSBC, focusing on global fixed income. Jack gained his CFA Charter in 2017 and before this graduated with a Masters in Aerospace Engineering from the University of Bristol.

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  Drew Nutsford Chartered Financial Planner | Director @ W1M

  Drew is a Chartered Financial Planner and a Fellow of the Personal Financial Society. Furthermore, Drew holds a Certificate in ESG Investing via the CFA Society UK. As a vastly experienced financial planner, Drew works with private clients across a broad range of wealth planning matters, focusing on retirement planning, wealth creation and preservation, and intergenerational planning.

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  Nick Hammond Head of Private Wealth and US Private Wealth | Director @ W1M

  Nick joined W1M from the 1762 division of RBC Brewin Dolphin, where he had been since May 2018. There, he played an instrumental role in establishing its private wealth proposition, which provided access to a wide range of wealth management solutions. Serving as the firm’s Operations Director, he was responsible for managing the UHNW advice-led service, before moving to become Chief of Staff. Prior to 1762, Hammond worked at Baird & Co as its Chief Operating Officer and at C Hoare & Co as Head of Portfolio Management.

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  Keith Sheehan Wealth Manager | Director @ W1M

  Keith is a Director within our Private Wealth team and is responsible for providing integrated wealth management services to high and ultra-high net worth individuals, business owners and trusts. Prior to joining W1M, Keith was a senior member of the 1762 division of RBC Brewin Dolphin, where he was a Divisional Director, providing complex financial planning advice to HNW and UHNW individuals and families. Before joining RBC Brewin Dolphin, he worked at UBS Wealth Management for almost eight years, including as Head of Financial Planning. Keith is a Fellow of the Personal Finance Society and has over 25 years of financial services experience.