Katherine has worked in financial services, finance and administrative roles for over 18 years; the latter 13 years have been in the financial services sector.
Katherine began her financial services career as a fund accountant before specialising in fund formation, operations and financial promotions. She has seen clients through to successful close for their schemes that invest in asset classes such as real estate, film, fine wine, renewable energy and leisure.
Katherine's experience has been gained from firms that are authorised and regulated by the Financial Conduct Authority where she has also advised clients on their financial promotions, from newspaper advertisements through to websites, social media posts and information memoranda.
David's experience spans over 25 years in finance functions and senior executive positions in a range of sectors, from construction through to wholesale food distribution and more notably in financial services.
He was instrumental in the growth of a small authorised financial services firm where he sat on the board and contributed in his role as Chief Operating Officer.
David's specialties are finance and operations which are complemented by his excellent management and leadership qualities.