Areas of expertise
Private clients; charities; self-invested personal pensions (SIPPs); AIM portfolios.
Since joining Smith & Williamson in 2006 Carol has provided advice on long-term strategies to private clients both in the UK and overseas. Many of these relationships have continued for more than 20 years. Carol is active in both discretionary and non-discretionary sectors.
Fellow of the Chartered Institute for Securities and Investments (CISI).