Areas of expertise
Private client advice; discretionary management; investing for charities.
Nuala is an associate director at Cunningham Coates, having joined the firm in 2000. She is responsible for managing investment portfolios for private clients, trusts and charities on both a discretionary and non-discretionary basis.
She prides herself in giving clients advice based on their long-term investment strategies and managing portfolios to achieve stated financial goals. Imperative in this personal service is maintaining long-term client relationships, often across multi-generational families.
In conjunction with their main portfolio, Nuala also seeks to ensure her clients’ plan in the most tax-efficient manner, whether through the use of ISAs, self-invested personal pensions or inheritance tax (IHT) planning via AIM portfolios.
Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).