Zachary Cawthorne Sheffield office
Zachary Cawthorne

Zachary Cawthorne

Paraplanner

Sheffield

+44 (0) 114 275 5100

About me

My role is to support the financial planning team through the research and analysis of client situations. I ensure my research and analysis are in a holistic manner, striving to attain the best outcome for clients in any given situation.

Background/Experience

After completing my degree in Accountancy and Finance, I started my career though a graduate scheme which gave me invaluable experience in the international financial services industry, spending time working in Malta and the Middle East. Since joining Investec, I have completed the relevant qualifications to join the Chartered Institute for Securities & Investment as an Associate Member, as well as being awarded the Accredited Paraplanner designation. I am currently working towards the Certified Financial Planner title.

My interests

Outside of work I enjoy playing golf and spending time with family.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Zachary Cawthorne