At work
Katie joined Strategic Solutions in 2019 as part of the Future of Advice programme. Since then, sheโs been working closely with the paraplanning team, writing reviews and reports for our advisers and clients.
Katie now works in a hybrid role as a Senior Paraplanner and an Independent Financial Adviser. She achieved Chartered Fellow status in 2024 and continues to grow her client base from new client recommendations and referrals from existing clients.
At work
Katie joined Strategic Solutions in 2019 as part of the Future of Advice programme. Since then, sheโs been working closely with the paraplanning team, writing reviews and reports for our advisers and clients.
Katie now works in a hybrid role as a Senior Paraplanner and an Independent Financial Adviser. She achieved Chartered Fellow status in 2024 and continues to grow her client base from new client recommendations and referrals from existing clients.
At home
Outside of work, Katie enjoys spending time with family and friends. She also loves going travelling and has a number of places on her bucket list that she is hoping to tick off!
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youโre in safe hands.
View allJustine Geldard
Marketing and Communications
Jamie Haines
Student Placement
Kevin Forbes
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Giles Wellington
Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Rob Silk
Chartered Financial Planner
Natasha OโNeill
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Dave Stone
Chartered Financial Planner
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jordan Cruse
Chartered Financial Planner and Paraplanner
Bryn Pilcher
Chartered Financial Adviser
Dan Lock
Chartered Financial Planner
Dean Rush
Head of Risk & Operations
James Oliver
Independent Financial Adviser
Martin Waistell
Independent Financial Adviser
Vanessa Taylor
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Daniel Parkin
Independent Financial Adviser
Jeff Steninger
Independent Financial Adviser
Carly Thompson
Practice & Customer Relations Manager
Holly OโDonnell
Independent Mortgage & Protection Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Sue Hanney
Team Administrator
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Jamie Haines
Student Placement
Kevin Forbes
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Giles Wellington
Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Rob Silk
Chartered Financial Planner
Natasha OโNeill
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Dave Stone
Chartered Financial Planner
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jordan Cruse
Chartered Financial Planner and Paraplanner
Bryn Pilcher
Chartered Financial Adviser
Dan Lock
Chartered Financial Planner
Dean Rush
Head of Risk & Operations
James Oliver
Independent Financial Adviser
Martin Waistell
Independent Financial Adviser
Vanessa Taylor
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Daniel Parkin
Independent Financial Adviser
Jeff Steninger
Independent Financial Adviser
Carly Thompson
Practice & Customer Relations Manager
Holly OโDonnell
Independent Mortgage & Protection Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Sue Hanney
Team Administrator
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Jamie Haines
Student Placement
Katie's qualifications
Advanced Diploma in Financial Planning
Certificate in Advanced Mortgage Advice
Certificate in Equity Release
Award in Long Term Care Insurance
Chartered Financial Planner
Fellow of the Personal Finance Society
Certificate in Mortgage Advice
Certificate in Discretionary Investment Management
R02 โ Investment Principles and Risk
R03 โ Personal Taxation
R04 โ Pension and Retirement Planning
R05 โ Financial Protection
CF1 โ UK Financial services, regulation & ethics
CF6 โ Mortgage Advice