Niki has over 20 years of experience in the financial services industry. She is a key member of the editorial and technical consultancy team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process. Prior to joining, Niki worked for Lloyds Banking Group for 11 years gaining an excellent knowledge of all aspects of tax and trusts. Her earlier roles include working within a large city law firm and as a trust administrator. Her experience to date and with the organisation uniquely qualifies her for her current role.
Job title
Tax & Trust Specialist
