Allie Kirk
Senior Private Banker
Allie manages a select portfolio of high-net-worth clients, working closely with their professional advisers, such as lawyers and accountants, to provide services tailored to their specific financial needs. These include wealth management, succession planning, pensions, lending and banking services. She also works closely with fund managers, trusts and corporate service providers, financial advisers and legal firms. In addition, she acts as an investment adviser to various pension schemes and trusts.
Allie is a Fellow of the Chartered Institute for Securities & Investment.
Is it time to spring clean your finances?
As the seasons change, many of us feel a sense of regeneration and a pull to make changes in our lives. Can you extend the urge for spring cleaning and freshening up your home into other aspects of life, such as your finances?