0330 038 8940
Based in Hitchin
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: May, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Katharine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katharine's status
Last checked: 18 June 2025
Katharine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katharine's status
4
Recent Client Reviews
Katharine has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katharine has received 4 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: 14 January 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
Katharine has not yet added their qualifications to their profile
Qualifications not yet added
Katharine has not yet added their qualifications to their profile
Transparent Fees
Katharine has not yet added their fees to their profile
Fees not yet added
Katharine has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katharine (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Katharine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katharine (based on 8 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Katharine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katharine's status
Last checked: 18 June 2025
Katharine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katharine's status
4
Recent Client Reviews
Katharine has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katharine has received 4 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: 14 January 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
Katharine has not yet added their qualifications to their profile
Qualifications not yet added
Katharine has not yet added their qualifications to their profile
Transparent Fees
Katharine has not yet added their fees to their profile
Fees not yet added
Katharine has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katharine (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Katharine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katharine (based on 8 first impressions)
Professionally Katharine has worked in financial services for almost 30 years. She is one of our Financial Planners and is working towards her chartered status. Her area of expertise is Pensions, but she can help in all areas of Financial Planning. Helping clients is Katharine’s favourite thing about her job. She loves how hard the whole team work to ensure we get the best outcome for every client and ensure they can enjoy the best life they possibly can. Personally Katharine is married and has three children. She loves British history, especially the royal family, as well as cycling, walking and going away on holiday. At Smith & Wardle, we understand that financial planning is about you and what you are trying to achieve. We spend time understanding your goals, what drives you, and what you want your future to look like, not just listing what you have and what you owe. Your aims are our aims. We specialise in creating financial plans and providing financial advice to guide you through life’s twists and turns. As independent financial planners, we listen to what’s important to you. Our transparent fixed fee structure separates us from other advisers and means our relationship is completely focused on you.
Offers available through VouchedFor
Contact Katharine through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Katharine'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
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