GRAHAM LUCAS
Graham joined the Financial Services industry in 1993, having previously been in property and heads up our team in Birmingham.
He holds the Advanced Financial Planning qualification having built his career in the IFA sector initially before moving into Private Banking in 2001. As well as heading the Birmingham office Graham looks after many private clients advising them on their financial arrangments.
Graham joined Kleinwort Benson in July 2006, having previously worked with BDO Stoy Hayward on their investment management division.
A keen sportsman, Graham’s interests include skiing, golf, cricket as well as music, especially the guitar.
JAMES HEATHCOCK
Having gained almost ten years of Private Wealth management experience within the Birmingham market, James joined Kleinwort Benson in April 2007.
James holds an honours degree in Economics, the certificate in Financial Planning and is a fellow of the Securities Institute. Living and working in Birmingham for his entire career, James has a good understanding of the local market and his knowledge and experience contribute to Kleinwort Benson’s Birmingham office becoming one of the leading wealth management firm in the Midlands.
James has a keen interest in most sports, and enjoys playing tennis and football.
LISE-ANN BRENNAN
Lise-Ann has over 4 years experience in the Financial Services Industry working in various roles providing support to IFA’s. Her experience has given her an excellent grounding in the Financial Services Industry and she currently holds the Certificate in Financial Planning.
Lise-Ann has lived in the Midlands for the past 11 years and is a member of both the Women In Business Association and Birmingham Future networking organisations . Through these memberships Lise-Ann is active in promoting both the business community, and Kleinwort Benson’s operation within Birmingham.
At the weekend Lise-Ann can be heard voicing travel bulletins on various local BBC radio stations. She also has a passion for theater and the arts and enjoys cooking.
Whether you wish to generate social and environmental benefit whilst generating a financial return, or simply to donate an amount purely for philanthropic reasons, we can offer you a range of social and ethical investing opportunities.
Our Graduate Programme will be closing on the 1st December 2008 for the UK and 12th January 2009 for the Channel Islands.