I’m a Wealth Manager with over 30 years of experience in Commercial and Private Banking, currently specialising in Private Wealth Management at Private Client Consultancy. My role involves guiding high-net-worth individuals and institutional clients in managing and growing their wealth. I take a client-first approach, developing personalised financial plans, managing investment portfolios, and providing advice on tax strategies, risk management, and estate planning. I’m proud to create bespoke solutions tailored to each client’s unique needs and goals.
I am passionate about building and maintaining strong relationships, offering insights to solve complex financial challenges, and delivering exceptional client service. My experience includes managing large corporate business accounts and ensuring client satisfaction through clear communication and attention to detail. I’m thrilled to have achieved 100% client retention in my first year at PCC, alongside growing my portfolio with new clients.
Outside of work, I enjoy spending time with my family, travelling, and exploring the great outdoors. I’m an avid trail runner, skier, and triathlete, and I’m a dedicated rugby and cricket fan—supporting my home country of South Africa, the World Champs! I also support Newcastle Football Club.
One of the best parts of my role is the freedom and flexibility to work remotely while still feeling part of a close-knit team. I look forward to continuing to help my clients navigate their financial journeys with trust and confidence.
Grant Chalmers
Role: Wealth Manager
About Grant Chalmers
I’m a Wealth Manager with over 30 years of experience in Commercial and Private Banking, currently specialising in Private Wealth Management at Private Client Consultancy. My role involves guiding high-net-worth individuals and institutional clients in managing and growing their wealth. I take a client-first approach, developing personalised financial plans, managing investment portfolios, and providing advice on tax strategies, risk management, and estate planning. I’m proud to create bespoke solutions tailored to each client’s unique needs and goals.
I am passionate about building and maintaining strong relationships, offering insights to solve complex financial challenges, and delivering exceptional client service. My experience includes managing large corporate business accounts and ensuring client satisfaction through clear communication and attention to detail. I’m thrilled to have achieved 100% client retention in my first year at PCC, alongside growing my portfolio with new clients.
Outside of work, I enjoy spending time with my family, travelling, and exploring the great outdoors. I’m an avid trail runner, skier, and triathlete, and I’m a dedicated rugby and cricket fan—supporting my home country of South Africa, the World Champs! I also support Newcastle Football Club.
One of the best parts of my role is the freedom and flexibility to work remotely while still feeling part of a close-knit team. I look forward to continuing to help my clients navigate their financial journeys with trust and confidence.