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Kathryn Field

Photo of Kathryn Field

Investment Director

Based in the Worcester office, Kathryn is an Investment Director with over 27 years’ experience in managing discretionary portfolios on a bespoke and individually tailored basis, specialising in private clients, pension funds, trusts and charities. She spent just under 20 years in The City before relocating to Worcestershire in 2014. Kathryn is a member of the Asset Allocation Committee and is also a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and an Associate of the Personal Finance Society.

Areas of expertise:

Discretionary investment management including stock selection, asset allocation and investment strategy.

Location: Worcester

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.