Katie has worked in financial services for over 5 years, providing advice to private clients in areas such as retirement planning, utilising appropriate tax wrappers, inheritance tax planning, and investing for income and growth. Katie is a Chartered Financial Planner, specialising in pension planning for both personal and occupational schemes.
Katie believes that effective financial planning starts by understanding each client’s individual objectives through exploration meetings. This enables her to work with the client to establish an appropriate long term financial plan, taking into account life changes along the way. Katie works with a variety of clients ranging from CEOs and entrepreneurs to retired individuals.
In her spare time Katie plays netball and field hockey. She also enjoys sampling the many restaurants London has to offer.
Financial services, regulations & ethics (CF1), Investment and risk (CF2), Retirement planning (CF4), Integrated financial planning (CF5), Financial protection (RO5), Income tax (JO1), Trusts (JO2), Financial services, regulation & ethics (RO1), Pensions and retirement planning (RO4), Personal tax and trust planning (AF1), Pension planning (AF3), Investment planning (AF4), Financial planning process (AF5)
Telephone: 020 7382 0446
Fax: 0844 756 0462
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Inheritance Tax planning is not regulated by the Financial Conduct Authority.
Tax treatment is based on individual circumstances and may be subject to change in the future.