Meet Katie

At work

Katie is a Financial Administrator who works closely with our advisers and clients, providing support across a wide range of day-to-day activities.

Her role involves assisting advisers, responding to client queries by phone and email, and liaising with providers to obtain information and help progress client requests. Katie enjoys being part of a busy and supportive team environment, where no two days are the same.

What she enjoys most about her role is helping clients and continuing to learn new things as she develops her knowledge and experience within financial services.

At home

Outside of work, Katie enjoys spending quality time with her family, whether that’s going for walks together or enjoying meals out.

She also enjoys catching up with friends, planning future holidays, and taking the opportunity to relax and unwind at weekends.