Katie has worked in Financial Services, supporting advisers since 2003 in roles including administration, paraplanning, training/development management and process improvement. Katie is a Chartered Financial Planner and a Fellow of the Personal Finance Society as well as holding qualifications in Mortgages, Equity Release and Long Term care.
As a Compliance Manager, Katie provides supervision to advisers, ensuring their ongoing competence within their roles, ultimately helping to ensure best advice for clients. In addition to this, Katie oversees the technical training needs of our advisers and client managers and is always keen to help develop others.
Outside of work, when she isn’t running after her 2 children, you’ll find Katie watching a band, drawing/printing, reusing recycling or, most often, reading a book with a coffee in hand.