0141 376 0116
Based in Glasgow
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Katherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katherine's status
Last checked: 19 April 2025
Katherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katherine's status
16
Recent Client Reviews
Katherine has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katherine has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Katherine has not yet added their qualifications to their profile
Qualifications not yet added
Katherine has not yet added their qualifications to their profile
Transparent Fees
Katherine has not yet added their fees to their profile
Fees not yet added
Katherine has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katherine (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Katherine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katherine (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Katherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katherine's status
Last checked: 19 April 2025
Katherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katherine's status
16
Recent Client Reviews
Katherine has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katherine has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Katherine has not yet added their qualifications to their profile
Qualifications not yet added
Katherine has not yet added their qualifications to their profile
Transparent Fees
Katherine has not yet added their fees to their profile
Fees not yet added
Katherine has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katherine (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Katherine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katherine (based on 4 first impressions)
Katherine is a Financial Planner in the award-winning Private Client team at Forvis Mazars and Independent Women, based in the Glasgow office. Here at Forvis Mazars and Independent Women we help individuals and business owners achieve their ambitions and goals through holistic financial planning. Whatever your goal, stage in life or point on your career path, her aim is to support you in making complex financial decisions as simple as possible, so that you can enjoy the things in life that really matter to you. If you would like to discuss your own needs and circumstances, please get in touch.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Katherine's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.