Areas of expertise
Bespoke investment portfolios; private clients; families; trusts; pension schemes.
Harriet began her career in 1992 in a Bristol stockbroking firm, before joining Smith & Williamson in 2007 and becoming a partner in 2013.
She focuses on managing bespoke investment portfolios for individuals, families, trusts and personal pension schemes, managing multi-asset portfolios across generations for wealthy families, some of which have been clients for over 20 years.
Harriet has specific experience in assisting external advisors to locate and liquidate assets in the administration of complex deceased estates.
Fellow of the Chartered Institute for Securities & Investment (CISI), graduate of Jesus College, Oxford