Areas of Expertise

  • Property management
  • Investment management
  • Bookkeeping
  • Discretionary wrapper trust
  • Life interest trusts

Responsibilities

Katy works within the Corporate department assisting with all aspects of administration and is responsible for a portfolio of companies which hold a variety of assets. 

Katy has assisted on a number of real estate and financing transactions and supports the team with the incorporation of private companies. She regularly corresponds with clients and intermediaries to ensure that all client data is accurate and up to date.

Qualifications & Memberships

  • Certificate in Offshore Administration
  • IAB Level 2 Award in Manual Bookkeeping (QCF)
  • Working towards ICSA Diploma

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