At work
Katie joined Strategic Solutions in 2019 as part of the Future of Advice programme. Since then, sheβs 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, sheβs 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, youβre in safe hands.
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