About Katie
As a Senior Wealth Planner I believe that it is integral that I work closely with my clients to understand their situation, needs and objectives over the short and long term. This understanding assists me in generating an effective financial plan which will allow them to satisfy their ongoing objectives. I provide comprehensive planning solutions, with particular focus on advisory/discretionary investment services and financial planning with private clients, trusts and some charities.
I am a qualified Fellow of the Chartered Insurance Institute and since graduating from Imperial College London, I have enjoyed working in the financial services industry for 14 years across various disciplines.