Areas of expertise
Family portfolios; offshore and onshore trusts; non-domiciles; self-invested personal pensions (SIPPs); open-ended investment companies (OEICs).
Fleur joined Smith & Williamson in February 2010 and manages discretionary portfolios for a broad range of private clients and trusts. Fleur works closely with families spanning multiple generations and she has experience with complex non-UK domiciled clients and offshore structures with a more global focus that require frequent liaison with other trusted advisors.
Fleur graduated from the University of Oxford in 2009 with a degree in Economics and Management. She is a member of the Chartered Institute for Securities & Investment (CISI).