0330 038 8938
Based in Woking
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FCA status: Certified by Firm
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
Last checked: 21 April 2025
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
19
Recent Client Reviews
Katie has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katie has received 19 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: 21 March 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
Katie has not yet added their qualifications to their profile
Qualifications not yet added
Katie has not yet added their qualifications to their profile
Transparent Fees
Katie has not yet added their fees to their profile
Fees not yet added
Katie has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
Last checked: 21 April 2025
Katie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katie's status
19
Recent Client Reviews
Katie has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katie has received 19 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: 21 March 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
Katie has not yet added their qualifications to their profile
Qualifications not yet added
Katie has not yet added their qualifications to their profile
Transparent Fees
Katie has not yet added their fees to their profile
Fees not yet added
Katie has not yet added their fees to their profile
• Independent Financial Planner • Free initial 1 hour consultation. • Over 5 years working in financial services • Fully qualified Financial Planner - DipPFS, Certificate in Equity Release - Cert CII(ER), and the certificate in advanced mortgage advice - CertSMP • Holistic Financial planning • Pension Advice/Reviews/Retirement planning (do not advise on DB/Final Salary schemes). • ISA Advice/Reviews. • Investment Advice/Reviews. • IHT planning. • Protection Advice; including Life Insurance, Critical Illness, Income & Business Protection. • Cash flow forecasting - generating reports and scenarios according to needs and objectives
Offers available through VouchedFor
Contact Katie through VouchedFor and your initial 1 hour 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 Katie's clients
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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