KATIE - MANAGING DIRECTOR

Katie spent 10 years in Banking, initially in Corporate Banking with Barclays and latterly in Private Banking at Duncan Lawrie, a boutique private bank and wealth manager where she was a Private Banker looking after a broad and varied portfolio of clients.

Katie prides herself on exceptional client service and this has helped her build great relationships and a reputation for going the extra mile for her clients. Katie has worked with football managers, actors, sportspeople, divorcees and extremely successful entrepreneurs, thus there are few demands that Katie has not experienced.

Outside of work, Katie enjoys spin classes, travelling, supporting the Welsh Rugby team and enjoying time out with her friends and her puppy, Teddy.

She is a volunteer Ambassador for Ty Hafan Children’s Hospice and is fully CeMap qualified in mortgage advice.