Meet the team

Katie Black

Katie Black

  • Role: Client Services Associate
  • Tel: 01327 366016
  • Email:

I joined the Client Services team in June 2022 and I’m loving being a part of it. My role includes many different tasks, such as communicating with clients and answering queries, processing client paperwork and AML documentation, along with assisting my colleagues with the management of live deals, legal documents, distributions, drawdowns and tax return information. I am thoroughly enjoying how varied every day is and with new challenges to overcome each week, I’m learning new skills all the time.

I graduated from the University of Surrey in 2019 with a degree in Law and Criminology and have worked in finance-based roles for the last 18 months. I worked at NHS 111 through the pandemic and thus love the client interaction aspect that the role here offers.

Outside of work I enjoy spending time with family and friends, visiting new places in the UK and abroad, walks in the countryside and watching crime documentaries.

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