- Holidays in the sun
- Not getting enough sleep
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- People who are unkind to animals
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.
Chartered Financial Planner
This is widely accepted to be the 'gold standard' qualification for UK professional financial planners and advisers. By definition, holders of this status are among the most experienced and most qualified advisers in the profession.
Fellow of the CII
Fellowship of the CII involves the completion of a personalised, structured advanced professional development programme.
Certificate in Paraplanning
The level 4 Certificate in Paraplanning offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas
Here for you every step of the way
We are a highly qualified team of Chartered and Certified Independent Financial Advisers based in Bristol.