Meet your Wealth Management team
They're focused on one thing. You.
Ask any of our relationship managers what they love about what they do and they’ll all say the same thing. They enjoy getting to know their customers and helping them work towards their financial goals. As experienced financial services professionals they are dedicated to helping Wealth Management customers with support and guidance that will help shape your decisions and make the often complex world of investing seem simpler, exciting and easier to navigate. Between them, the relationship management team hold a wide range of qualifications in wealth management and financial planning.
To speak to one of our relationship managers call 0800 222 456.
Let’s make some introductions.
Relationship manager |
About me |
---|---|
Rachel Adams |
I have over 14 years' experience of working in financial services and joined Fidelity from a large private bank. I am passionate about keeping things focused on my customers, their goals and financial plans. Outside of work I am a keen rower, taking part in both national and international competitions. I also enjoy running, cycling and keeping up to date with current affairs. |
Sarndip Bagri |
I joined Fidelity at the end of 2022 and bring nearly 10 years’ experience within the financial services sector. I am passionate about understanding my customers' goals and objectives, to see how that links in with their current financial plans. Outside of work, I enjoy spending quality time with my family and friends. Beyond that, I aim to keep myself fit by regularly going to the gym and playing football. |
Malkeet Banwait |
I have two decades of financial services experience and have worked for various international banks. I aim to provide an unsurpassed level of service through building long lasting relationships with my customers and helping them to achieve their financial objectives. Outside of work I enjoy spending quality time with my family and friends, and I am passionate about keeping fit and healthy. |
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I joined Fidelity in 2020 after many years working for a large private bank where I looked after customers with larger portfolios. I enjoy adding value for my customers and helping them to stay on track as they work towards their investment objectives. Outside of work I love spending time with my young family and visiting friends. On the rare occasion I have some free time I head down to Selhurst Park to watch Crystal Palace play football. |
Jack Cornell |
Since joining Fidelity in 2018, I have held various positions focused on maintaining lasting relationships with investors who have larger portfolios and more complex needs. I draw on this experience to ensure my customers receive tailored guidance and support that complements their personal investment knowledge and objectives. I am passionate about exploring new countries, learning more about history and watching any live sport. |
Costas Constantinou |
I have over 20 years’ experience in the financial services industry, specifically focused in wealth management. I enjoy building long lasting relationships with my customers and guiding them to accomplish their financial goals. Outside of work I look forward to spending quality time with my young children, family and friends. I am passionate about keeping fit by training regularly and eating healthily (most of the time). |
Christopher Goodwin |
I joined Fidelity in 2014, and was excited to move into the Wealth Management team in 2018. I enjoy working directly with customers to help them achieve their investment goals. When I’m not working, I enjoy rounds of golf and also volunteer for DLAG, delivering food parcels to those in need in the local area. |
Samuel Harwood |
I am passionate about building long lasting relationships with my customers. I draw on my financial advice and wealth management knowledge and experience to support customers to make their own financial plans that meet their investment objectives. Outside of work, I greatly enjoy playing cricket, observing equestrian sports and spending time in the countryside. |
Benjamin Lane |
I joined Fidelity following a career in wealth management in a large UK company, where I was responsible for working on complex portfolios. I’m passionate about working with personal customers and helping them achieve their investment goals and objectives. Outside of work I like to learn about politics, history and culture. More recently I have started painting. |
Sophie Martin |
I joined Fidelity in 2022 having enjoyed several years working for large UK wealth management companies. I put customers at the heart of what I do to help them accomplish their financial goals. Outside of work I enjoy being active and can often be found either running, cycling and hiking. I also enjoy travelling and experiencing new cultures. |
Marianna Nezhivaya |
After a career in wealth management with several large private banks, I joined Fidelity in 2017 to pursue a new challenge. I’m passionate about investment management and people, so I enjoy using my experience to help customers achieve their investment goals. When I'm not working, I love learning more about innovation and sustainable investing. I also cherish spending time with my friends and family, discovering the cultural life that London has to offer, travelling and doing sports. |
Mervin Taylor |
I have over 10 years’ experience in the financial services industry, and take pride in building long lasting relationships. I enjoy giving my time and attention to understand my customers to ensure we are working together to achieve their future financial goals. When I am not busy with my family and friends, I love to paddle board and explore nature on coastal hikes. |
Sarojini Udayachandran |
I have over seven years' experience within the financial services industry where I have been fortunate enough to work in several customer facing roles, particularly focused on high-net-worth customers. I am passionate about working with you to help you achieve your financial goals and aspirations and most importantly to build and maintain a trusted long-lasting relationship with you. Family is everything to me and I try to spend as much quality time as I can. I love going on hikes with my other half and I have a passion for cooking and dining out with friends and family. |
Bhavi Vaz |
Since joining Fidelity in 2013, I've enjoyed several customer facing roles before my interest in supporting customers with larger portfolios led me to the Wealth Management team in 2019. I am always focused on the customer and their overall financial experience, and work with them to support their investment objectives. In my spare time I enjoy running, long walks and visiting the theatre. |
Chris Walker |
I have over eleven years’ experience in the financial services industry and joined Fidelity in 2018. I provide my customers with a high level of service to support them on their investment journey by drawing on my knowledge and expertise. Outside of work I am a keen runner and completed the London Marathon in 2019. I also enjoy taking part in ultramarathons. |
Personal support to help you
Speak to us
Call the Wealth Management relationship team on 0800 222 456 for help with day-to-day queries. They can also arrange a meeting with your dedicated Relationship Manager.
Personal financial advice
Our financial advisers can provide you with a personal investment strategy to help you achieve your investment goals.
Wealth Management benefits
Explore everything that our Wealth Management service has to offer. Take a moment to read about the extra investment support and guidance that you get from being a member.