Areas of expertise
Investment management.
Experience
Louise joined Smith & Williamson in 2007, having worked for Atlas Capital in London before moving to Bristol and joining Gerrard Investment Management.
Louise advises private clients regarding their personal investments, trusts and pensions as well as manages discretionary portfolios for charities. She also assists in the management of portfolios for wealthy families across several generations.
Professional qualifications/memberships
Holds the SII Diploma and is a Fellow of the Chartered Institute for Securities & Investment (CISI).
