Katie has been giving financial advice since 2006 where she started her financial services career at NatWest. Katie became an Independent Financial Adviser to ensure she could provide holistic financial planning across all areas.
Katie is well known for her efficiency, personality and sound financial advice. It is uncommon for a year to pass by without Katie studying for an exam, her current list of professional achievements include:
- Fellowship of the CII
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
- Certificate in Discretionary Investment Management
- Award in Long Term Care Insurance
When Katie is not giving financial advice, she makes up one half of Team Davis and can be found running around after their three children (and the dog) or fulfilling her duties as School Governor. There’s never a dull moment at Katie’s house!
Phone: 07725 881190