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Katy Tol
InvestorWealth Planning Team Assistant at Lincoln Private Investment Office
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About
Wealth Planning Team Assistant who joined in 2026, previously a Data Analyst at YTREE Limited, working towards a Diploma in Financial Planning.
Colleagues at Lincoln Private Investment Office
Alex Richman
Client Analyst at Lincoln Private Investment Office
Ausaf Abbas
Investor at Lincoln Private Investment Office
Becky Robbins
Chief Operating Officer at Lincoln Private Investment Office
Ben Stern
Partner at Lincoln Private Investment Office
Chris Rowell
Head of Client Relationships at Lincoln Private Investment Office
Daniel Cunningham
Assistant Adviser at Lincoln Private Investment Office
Dipankar Shewaram
Investor at Lincoln Private Investment Office
Duncan McIntyre
Investor at Lincoln Private Investment Office
Frequently asked questions
- Who is Katy Tol?
- Wealth Planning Team Assistant who joined in 2026, previously a Data Analyst at YTREE Limited, working towards a Diploma in Financial Planning.
- Where does Katy Tol work?
- Katy Tol is Wealth Planning Team Assistant at Lincoln Private Investment Office.
About this profile. Compiled from public sources — Lincoln Private Investment Office's own website and public professional profiles — and summarised by Fundraising Fox; every fact is kept with where it came from. Spotted an error, or would rather not be listed? Email privacy@fundraisingfox.com · How we build profiles · Your rights