An update on our separation
Professional Services will now be known as S&W. Find out more.
Life assurance sector.
Caroline works with private clients, including charities and trusts, managing a wide range of onshore and offshore discretionary portfolios. Caroline is the in-house specialist focusing on the life assurance sector.
Member of the Chartered Institute for Securities and Investment (CISI).
Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.
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