
Katie is a Financial Adviser and advises individuals and businesses in Hertfordshire, Essex and London, helping them with practical solutions to financial planning issues that concern them the most. Her emphasis is on maintaining a long-term relationship with clients and to provide them with a source of trusted advice.
Katie is passionate about helping people especially with their financial planning, and making the best decisions for them, their business or families.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.