Kathleen specialises in helping individuals structure their personal affairs. She also advises charities on a range of issues.
Kathleen advises on a broad spectrum of estate planning issues, including setting up trusts, and preparing Wills. Kathleen can also assist with making and registering Lasting Powers of attorney.
Kathleen’s charity clients include educational clients, faith based charities and grant making charities which she advises on a range of issues including registration of new entities and liaising with the Charity Commission.
I really enjoy developing long term relationships with clients and getting to know them and their family so that they consider me a trusted advisor.
Other People in Private Client
Partner & Head of Wealth