Catherine has a real talent for listening to people. In addition, her 25-year career in financial planning has given her loads of experience and technical know-how, which means she is superbly focused on helping her clients make the right financial decisions. Equally important to her is spending quality time with her children and embracing new adventures. This makes it even more impressive that she is challenging herself to the next professional qualification – the Advanced Diploma in Financial Planning – and is already over halfway there.
- Certificate in Financial Planning (Cert PFS)
- Diploma in Financial Planning (DipPFS)
- Diploma in Financial Planning
What do you enjoy most about your job?Being able to talk to people and help them figure out how to achieve their goals and also other planning ideas that they hadn’t thought of/didn’t know about.
In an age where financial scams pose a real threat, it’s important to make sure you do not take financial advice from any firm not registered with the FCA, or from any adviser who does not hold a valid Statement of Professional Standing.