“My aim is to deliver a personal service for each and every one of my clients, ensuring that their portfolio’s work to help them achieve every goal and aspiration they want and deserve”
- Locations
- Cardiff
Kate joined RBC Brewin Dolphin in Cardiff in June 2021 to work closely with the investment management team to deliver services to new and existing clients.
She brings a wealth of know-how that’s born of wide-ranging career experiences spanning two decades in financial services. Kate started in 2001 as a personal assistant and office manager with wealth management firm Carr Sheppards Crosthwaite (a part of the Investec Group). She then worked as an executive assistant with WH Ireland before becoming an assistant investment manager with JM Finn.
A member of the Chartered Institute for Securities & Investments with an investment advice diploma, Kate says she is enjoying playing a key role in the establishment and continuing expansion of a new team in Cardiff.