Punter Southall Financial Management
+44 (0)20 3327 5536
With a ‘glass half full’ motto on life, Katie has a positive attitude and will find a solution for any situation. She works closely with clients to understand what drives them and assists them in making the right decisions.
Since completing her degree at Imperial College, Katie has been working within the financial services industry for ten years. As her studies progressed she moved through the back office roles to a Planner position which has provided a well-rounded level of experience.
Katie is a Fellow of the CII and is a fully qualified Chartered Financial Planner. She advises in all aspects of financial planning, including retirement and pension planning, wealth management, investment management, family protection and estate planning.
Away from work she believes life is short; buy the shoes, take the trip, eat the cake.