Will de Baer

Chartered Wealth Manager & Investment Manager

Chartered Wealth Manager & Investment Manager

Will joined Casterbridge Wealth in January 2020 and has worked in the finance industry since the late 1990s, having left Newcastle University with a Ba(Hons) in History. Gaining valuable experience through a multitude of market and economic cycles, both in the UK and overseas, Will enjoys the variety that working in investment management brings. To him it’s as much a passion as a career. 

He is a Chartered fellow of the Chartered Institute for Securities and Investments (CISI) and a Chartered Wealth Manager, maintaining ongoing learning through the CISI’s ‘Continuous Professional Development’ program. Will is an integral part of the Casterbridge Wealth team, helping to provide advisers and their clients with a fully client centric approach to Discretionary Investment Management.

In his spare time Will enjoys spending time with his family and friends, mountain biking and occasionally trying to score points on the Real Tennis court. He’s also been known to turn his talents to barbecuing when the British weather allows

Phone Number:

01722 466 110

Email:

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