Katie started out working for a local pension company after graduating from university. Through her time here she realised that she wanted to pursue a career within the financial advice industry.
She progressed to complete her Diploma in financial planning in 2013 and continues to further her knowledge taking part in seminars and reading widely.
Katie spends her days researching or analysing plans and helping to create reports to help us find the most appropriate solution for our clients.
She enjoys that the job always presents new learning opportunities, and that each day can present a different challenge.
Katie lives in Ipswich with her husband, two young children, and an old grumpy dog.
Her interests include yoga, reading, going to the theatre, and spending time with family.