Catherine Lake
Head of Paraplanning
About Catherine
I have worked in a variety of technical roles within financial services, having previously been employed in the charity and education sectors. During my time in the industry, I have built up extensive financial planning experience, covering such areas as pension, tax and protection planning. My current role involves overseeing our financial planning technical team with the aim of ensuring that we continue to deliver the best outcomes for our clients. I sit on several internal committees including our Advice and Solutions Committee and our Operating Improvement Group. I am a Chartered Financial Planner and hold a master’s degree in international development.