Katie is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries.
- Diploma in Regulated Financial Planning
- Chartered Institute for Securities and Investment (CISI)
- The Personal Finance Society (PFS)
What do you enjoy about your role?
I know that the work I do here makes a difference and I enjoy being part of a team who strive to be the best they can be.
What are you passionate about?
I am passionate about helping people – family, friends, and clients alike.
What do you like most about working for Fiscal Engineers?
My role is about people, not numbers. It’s important for me to feel that I am making a difference and at Fiscal Engineers, I know that we always ‘do the right thing’ for our clients.
What are your interests?
I enjoy travelling and I also play for a ‘back to netball’ team each week.