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

Statement of Professional Standing

FCA Register

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...

On an ideal weekend, you can find me:

Having a meal out or playing golf in the sunshine

My favourite holiday destination is:

Probably Scotland or the Lake District

My favourite song to play in the car is:

Anything pop…

The first album I bought was:

Shania Twain – Come On Over

If I could be any fictional character, I would be:

James Bond

If I could turn any activity into an Olympic sport, I would win a medal in:

Sex and the City trivia

When the dessert menu arrives, I’m looking for:

Anything chocolate

The three qualities that draw me to new people are:

Sense of humour, kindness, engaging

My pet peeve is:

Sense of entitlement

The best gift I’ve ever received is:

A weekend stay in a treehouse in Lincolnshire

The three people at my dream dinner party would be:

Hillary Clinton, Leonardo DiCaprio and Michael Whitehall

The three small things that make my day better are:

Good weather, speaking to family, a slice of cake

Three things I haven’t done so far include:

See the northern lights, visit the Grand Canyon, and achieve a hole in one

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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