“I’ve got some really lovely clients. I enjoy working with them and developing relationships with them over the years where I become more than just Kathryn from RBC Brewin Dolphin.”
- Locations
- Nottingham
Kathryn is an Investment Manager and Assistant Director in our Nottingham office. She works alongside private clients and trusts, helping them to grow their portfolios. She also helps clients to manage their tax affairs using tools such as capital gains tax and ISA allowances.
She enjoys building personalised relationships with her clients, with her extensive career at RBC Brewin Dolphin having allowed her to develop these relationships across multiple generations of the same family. She has also gained considerable experience in helping clients to navigate the ever-fluctuating markets.
Kathryn is proud of her long service at RBC Brewin Dolphin, having started in 1995 as an ISA Administrator and developing from there. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and has the CISI Level 7 Diploma in Wealth Management. Outside of the office she is a secretary for a group of trustees for her local church.