0151 221 9700
Based in Liverpool
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FCA Regulated
Katy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Katy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Katy has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katy has received 14 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: 22 May 2024
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.
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Katy has not yet added their qualifications to their profile
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Katy has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Katy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Katy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Katy has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katy has received 14 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: 22 May 2024
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
Katy has not yet added their qualifications to their profile
Qualifications not yet added
Katy has not yet added their qualifications to their profile
Transparent Fees
Katy has not yet added their fees to their profile
Fees not yet added
Katy has not yet added their fees to their profile
Chartered Lifestyle Financial Planner with over a decade of experience, passionate about giving my clients 'lightbulb' moments... I work collaboratively with individuals across all walks of life, taking the time to uncover what's truly important to them and why. Whether it's planning for an early retirement, protecting a young family or navigating life after a death/divorce, I understand that one person's experience will never be the same as another's. Once equipped with this deep understanding, I then work with my clients to build a bespoke financial plan, which we can adapt and evolve with their lives. It's important to me that my clients feel confident and engaged with their finances throughout their financial planning journey. I therefore strive to educate my clients; challenging old thought patterns and offering new perspectives. I am an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII) and hold the Advanced Diploma in Regulated Financial Planning. I also hold the following Advanced Financial Planning papers, qualifying me as a 'specialist' in these advice areas: Personal Tax and Trust Planning Business Financial Planning Pension Planning
£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).
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