Areas of expertise
Discretionary investment management and advice; pensions; family open-ended investment companies’ (OEICs) investments and private portfolios including ISAs, self-invested personal pensions and trusts.
Experience
Maggie has more than 25 years’ experience in the financial services industry. She joined Smith & Williamson in 2000 and is head of the firm’s Guildford office.
She has worked extensively with clients including family offices, concentrating on investment planning and fund management, assisting families and family offices in all aspects of investment for different generations.
Professional qualifications/memberships
- Diploma in financial planning and a member of the Personal Finance Society (PFS).
