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Audrey is head of the insurance team in Private Client Services. She has over 25 years experience in advising solicitors' clients. Her role covers personal financial planning and general insurance for homes and businesses.
She covers the full range of packaged products including investment bonds and other collective investments, life insurance for protection and inheritance tax planning and Individual Savings Accounts. She has the Chartered Insurance Institute accreditation in pensions (G60) and regularly advises clients on retirement planning and pension transfers. She has also given expert evidence on pension matters in the Scottish courts.
Her general insurance experience covers household buildings and contents, small business packages, office and other commercial property and other commercial risks.
She is a member of the council of the Insurance Society of Edinburgh.
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