Often working with Solicitors and with attorneys / deputies to guide vulnerable clients, particularly those in later stages of life. Catherine brings over 25 years of experience in financial services to St. James's Place, having started her career in Germany supporting military families (1996). Back in the UK, she honed her expertise at high-street banks before joining St. Catherine thrives on dir
ectly advising clients as she developed a niche for later-life planning, often working with attorneys and deputies to guide vulnerable clients – those in later stages of life or facing illness – through investment, retirement, inheritance, estate, and care fee planning. Qualifications & Expertise:
• Chartered Financial Adviser (working towards Fellowship)
• Society of Later Life Advisers (SOLLA) Accredited
• Expertise in tax-efficient pension access and inheritance tax mitigation
Your Personalised Financial Strategy:
Catherine is known for her clear, jargon-free communication and her ability to create personalised financial plans that consider your goals, family needs, and timeframes. She demonstrates empathy and understanding of your emotional and financial situation, helping families secure their financial futures. Beyond Work:
Outside of the office, Catherine enjoys the outdoors, walking dogs, horseback riding, and skiing holidays with her husband and adult children. Important Note:
Tax levels and reliefs are subject to change. Benefits depend on individual circumstances.
