Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Kathryn Field Chartered FCSI APFS

Chartered Wealth Manager

Kathryn is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and an Associate of the Personal Finance Society. Throughout a career spanning twenty years in financial services she has specialised in Discretionary Portfolio Management, predominantly based in London.

After obtaining a Law degree she joined the City in 1994, commencing her career with Cazenove and Co as a member of the International Private Client Team. Later, Kathryn went on to work with Butterfield Private Bank (Bermuda) in London as a Portfolio Manager and Head of Portfolio Management Development. From there she moved to Swiss bank Julius Baer as Head of Discretionary Portfolio Management, where she created a bespoke discretionary service. Kathryn has also worked with Barclays Wealth as head of the investment teams in Bristol and Cardiff.

 

Contact Details: 

Saggar House
Princes Drive
Worcester
WR1 2PQ

Telephone: 01905 953614

Email: Kathryn@mccarthytaylor.co.uk