MIRROR PORTFOLIO MONITORING SERVICES LIMITED

ABOUT MIRROR PORTFOLIO MONITORING SERVICES LIMITED

Rice Whatmough Crozier launched Mirror Portfolio Monitoring Services in 2014 as a partner company, using the expertise of RWC in portfolio monitoring to create an efficient and cost effective service. Each partner is professionally accredited and technically qualified in all aspects of investment monitoring having many years experience collectively.

Kathy has been working in financial services since 2000, firstly as a consultant with Arthur Anderson and then as a senior manager in Deloitte’s private client business.

Mirror Portfolio Monitoring Services Ltd. RWC House, 282 Heywood Old Road, Middleton, Manchester M24 4QG

Mirror Portfolio Monitoring Services Ltd is an appointed representative of Rice Whatmough Crozier LLP who are authorised

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website

She sits on the practitioners group at STEP, helping promote and educate STEP members of the importance of benchmarking investment portfolios using the STEP member service of Trustee MPI. She also sits on the judging panel for the Portfolio Advisor Wealth Manager Awards.

Kathy has been working in financial services for the last 12 years firstly as a consultant with Arthur Andersen and then as a Senior Manager in Deloitte's private client business.

Mandy moved from the Personal Tax Department at Ernst & Young into Personal Financial Planning over 20 years ago. She also holds the PFS Diploma and is the firms specialist in Pension advice.

Following the sale of the Financial Management Business at Ernst & Young to Cavanagh in 2002 Mandy spent a number of years heading up the practice in Manchester before joining Deloitte Private Clients in 2005 as a Senior Manager. Whilst Mandy provides advice in many areas, she has a particular speciality in Pension Advice as well as Planning for Individuals.