Caitlin looks after a wide range of busy, successful private clients and enjoys helping them to achieve their goals.
She hopes that she brings an element of rapport to her client relationships whilst delivering on promises and providing an excellent service.
Caitlin thrives on putting a smile on client’s faces; whether that is by reporting investment returns, helping to reduce a tax liability or removing the nuisance factor from their lives.
Caitlin prides herself on being honest, motivated and efficient.
Caitlin joined the team in 2012 after relocating to the UK from Australia and previously worked with David Allard when he was with the company.