Poppy is a Wealth Manager on the Private Wealth team at W1M. Poppy helps her clients visualise their financial futures with confidence. She ensures her clients’ wealth is structured and optimised efficiently from a tax perspective, so that it works effectively for them and their families. This plan, combined with a solid investment strategy helps her clients feel reassured they are on track to meeting their long-term goals.
Before joining W1M, she spent seven years at 7IM. In her role as Private Client Director at 7IM, she managed a diverse portfolio of high-net-worth clients which included successful business owners, city professionals and retirees.
Poppy holds the CISI Investment Advice Diploma and the CISI Private Client Investment Advice & Management Certificate. She holds a degree in Spanish & Portuguese from the University of Bristol. Poppy was proud to win the Rising Star award at the City of London Wealth Management Awards in 2025.
