Katie is based in our Ipswich office andworks with private clients in the region providing advice on all aspects of financial planning.
Since graduating from university in 2004 with a degree in business management, has worked in financial services for 16 years. Whilst at university Katie discovered she had an interest in people, planning and finance – which led her to her first role as a trainee adviser. She gained her financial planning qualifications and worked for another locally based advisory firm before joining the SG Wealth Management team in 2011.
Katie has a passion for people and believes in delivering excellent client service and the importance of building a strong, meaningful and trusting relationship with her clients. She’s proud to provide independent, unbiased and honest fee-based advice and feels great satisfaction in serving her clients to achieve their objectives.
Outside of work, Katie is a devoted mum to three young children, who certainly keep her on her toes! She can often be found in the kitchen – dancing with the children to their favourite songs – or in quieter, moments indulging in creative outlets such as calligraphy, experimenting with aromatherapy and candle making.