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Kate Davies PA, Private Wealth

As first port of call to many of the team's clients, I deal with enquiries efficiently and with sensitivity

As a Personal Assistant in the Private Wealth Team, I am often the first port of call to clients of the team, dealing with enquiries efficiently and with sensitivity. I also support to others in the team by undertaking research and carrying out various administrative tasks.

I focus on providing valuable support to the team and enjoy the variety that working at a progressive firm like BPE provides.

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Recent articles by the Private Wealth team

4th March

The 2021 Budget

Malcolm Emery, Partner in BPE's Private Wealth Team and dual Solicitor and Chartered Tax Advisor...

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