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.