Areas of expertise
Investment management.
Experience
Louise joined Smith & Williamson in 2007, having worked for Atlas Capital in London since 2002 before moving to Bristol.
She works with private clients, managing discretionary portfolios for individuals, trusts and charities. She also works alongside a partner managing portfolios for wealthy families across several generations.
Louise advises private clients regarding their personal investments, trusts and pensions, and assists in the administration and management of investment portfolios for some well-known Bristol charities.
Professional qualifications/memberships
Holds the SII Diploma and is a Fellow of the Chartered Institute for Securities & Investment (CISI).
