Katie works closely with Eric and Shelagh, providing a range of administrative support: from completing portfolio reports to greeting our clients and making them feel welcome. She is also involved in investment research and transactions.
Katie holds the Certificate in Financial Services and is currently in the process of attaining her Diploma in Regulated Financial Planning.
Katie loves training and competing in Karate.
She also enjoys spending time with friends and family, exploring new places and taking her dog for long walks in the Peak District.
- My cocker spaniel, Granville
- TV adverts
- Car maintenance
- Not winning the weekly Landmark quiz