Areas of expertise
Private client portfolios; trust portfolios.
Cathy has provided investment advice for many years to a wide variety of private clients. She directly manages a good number of investment portfolios including ISAs and pension funds as well as providing investment advice to trustees of discretionary, life interest and charitable trusts. Cathy ensures tax-efficient management of portfolios in particular with regard to capital gains tax where applicable.
Fellow of the Chartered Institute for Securities & Investment (CISI).