Areas of expertise
Private family wealth; business directors; entrepreneurs
Katy has been working in investment management since joining Smith & Williamson from Durham University in 2000. She manages discretionary portfolios for UK based individuals and their families, often investing across the whole range of their financial assets including taxable portfolios, ISAs and pensions. Katy enjoys building strong relationships with clients and their families, often spanning several generations. She often works with financial planners to provide structure, optimise tax planning and help guide clients through significant changes to their financial circumstances.
Katy is a Fellow of the Chartered Institute for Securities & Investment.