Katie has been in the financial services sector since 1990, having previously worked for Norwich Union and Aegon before joining us in 2013.
Katie has a varied role, but much of her time is spent helping Nick on the operational side of things and running the office. She also deals with general PA duties and the cash account management of clients’ accounts. Katie has lots of interaction with clients on a daily basis.
Away from the office, Katie enjoys paddle boarding, going to gigs and festivals with her family and travel.