With Katy’s background in pension and investment administration as well as previously working in customer services, she has the knowledge and ability to ensure that the processes here at Wills and Trusts run smoothly.

She has the tireless job of keeping in contact with third party providers as well as addressing any queries or questions you may have for her.

She is also heavily involved in training any new members of the Administration Team, passing on the extensive knowledge she has accumulated over the years to ensure that new recruits are able to provide the high level of service our clients have come to expect.