At work

Kat has a wide range of financial services experience. She joined the profession in 2005 and has worked with independent financial advisers since 2009. Having worked for both small and large companies, Kat has seen what works and perhaps more importantly what doesn’t.

Kat has built up strong technical knowledge in a number of areas including pension and investment planning, retirement planning as well as trusts and estate planning.

In 2017, Kat was awarded ‘Paraplanner of the Year’ by Professional Paraplanner. This was only trumped by winning the same award in 2019 by the Chartered Institute of Securities & Investments. 

On a day-to-day basis, Kat supports the team by providing technical research, analysis and report writing.

Outside of work, Kat is most likely to be at the gym or at home with her growing family of dogs and guinea pigs.

Here for you every step of the way

A highly qualified team of Chartered and Certified Independent Financial Advisers, based in Bristol.

James Mackay

Managing Director & Independent Financial Adviser

Chris Hindle

Technical Financial Advisor & Operations Director

Karen Malin

Compliance Manager