Areas of expertise
Private client advice; discretionary management; investing for charities.
Nuala is an associate director at Smith & Williamson, 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).