Our Team

We will guide you towards the right investment strategy for you


Office Manager

Katie started her career in banking in 2005, initially in the private client sector.

Following the global crash in 2008 she then moved into the treasury and liquidity division where she stayed for 10 years, working in both UK, European and global banks.

Katie is our office manager and is responsible for managing the day to day running of the firm and providing support to the senior management team.

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