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.
Meet the Team
After qualifying in accountancy, Jonathan found himself attracted to the lure of private client tax, investment and pension where he has now specialised in for over 20 years ago.
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.
Mandy has worked in financial services for many years having moved from the personal tax department at Ernst & Young into Personal Financial Planning over 20 years ago.