“I try and put myself into my client’s position. What would I do if that was my family? How would I be feeling and what kind of support would I need? I provide the clarity for my clients to make the financial decisions that ensure they have the lifestyle they desire, all the time maximising the tax efficiency of their investments and estate.”
- Locations
- Winchester
Kirsty joined the RBC Brewin Dolphin Winchester office in 2012. She is a Chartered Financial Planner for high-net worth clients including private individuals, Power of Attorneys, Deputies and Trustees. She is an expert in retirement and complex pension planning on issues such as divorce. She also advises on cashflow forecasting, inter-generational wealth transfer and tax efficient investments.
Kirsty is proud of the service she provides to her vulnerable clients. She has a long-term care qualification to help her provide comprehensive advice with regards to care home costs. She is also the family law specialist at the Winchester office and is an associate member of Resolution, working with legal professionals.
Kirsty began her financial services career in 1999 as an account executive at Skandia before moving to State Street as a fund accountant in 2003. She then worked as a paraplanner at Ashcourt and Baker Tilly before joining RBC Brewin Dolphin in London in 2007.