Isabel Kwok

Isabel works in the JM Finn Bristol office, where she is part of a team managing over £1 billion of client assets.  She has over 20 years' investment experience, managing investments for a broad range of clients, each with individual goals and requirements, including for pension, ISAs, offshore bonds, trusts, charities and in a few cases across three generations of the same family!

She is a chartered fellow of the Chartered Institute for Securities and Investments (CISI). Between 2010 and 2012, she held the position of President of the Bristol and Bath Regional Committee. She is also a Trustee for a disabled trust and a member of the Collegiate School Parent's Society Committee.