Katie Hately
Chartered Financial Planner
Work
Katie joined the industry in 2006 as an administrator. She initially completed various exams and achieved diploma status when she became a paraplanner.
Katie then set up an outsourced paraplanning company, which led her to meet advisers and planners across the UK. She then became an adviser in 2015 and has given advice to clients since.
Katie is now a Chartered financial planner and a Fellow of the Personal Finance Society. She regularly meets with clients, providing advice on how to meet their long-term financial objectives.
Qualifications
Accreditations
Rest and play
Katie is married to her husband James and resides in Norfolk, and they enjoy travelling and playing golf together.
In her spare time, Katie can be found helping out with DIY or playing golf. She is very fortunate to live in an area with a number of fantastic golf courses.
We asked Katie...
How about a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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