Katie is a Technical Team Leader, 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)

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.

I am passionate about helping people – family, friends, and clients alike.

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.

I enjoy travelling and I also play for a ‘back to netball’ team each week.