After graduating with an honours degree in Business Studies, Katherine worked for a large investment, pension & insurance provider in Edinburgh. Starting off in intermediary sales, she went on to specialise in service development, process improvement and multi-channel relationship management.
Having taken some time away from the industry and a career break, Katherine returned to Financial Services in 2015. Since then, she has completed several professional qualifications, including the CII Level 4 Diploma in Regulated Financial Planning (DipPFS) and the CII Level 6 Advanced Diploma in Financial Planning (APFS). She was also awarded Chartered Financial Planner status by the Chartered Insurance Institute in 2020.
Katherine is responsible for the day to day operations of the company and works closely with the other directors and financial planners, to move the company forward. She focuses primarily in the areas of business improvement, strategy, risk control, resource & logistics, finance and marketing. She also leads and manages our client service team and has direct oversight of the employee development programme.
Outside work, Katherine can be found spending time on creative writing, cooking, travelling and socialising with her family & friends.