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Louise Yandall

Charity investment management

Areas of expertise

Investment Management for private clients.


Louise joined in 1998 and has worked in Investment Advisory/Management since 2004. Prior to that she worked for Lloyds private banking.
She is a private client investment manager who specialises in bespoke portfolios for her clients.

Professional qualifications and memberships

Louise is a Fellow member of the Chartered Institute of Securities & Investment (CISI) and holds the Financial Planning and CISI Private Client Investment Advice & Management certificates.

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