Katie Davis FPFS, Certs CII (MP&ER)

Director & Chartered Financial Planner

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
Email: katie@prestigefinancialplanners.co.uk


I have been a client of Paul’s for many years. I have found his approach clear, precise, efficient and always with a friendly manner. I fully appreciate his long term support which I find invaluable.

Gillian B

A number of years ago we were introduced to Paul as a competent and knowledgeable Financial Expert who would give us good solid advice on managing our financial affairs. After a meeting with Paul, and discussions about the best way to invest and manage our money, we decided to accept Paul’s offer to act for us. It’s been three years now and we’re so pleased that we took Paul up on his offer, we couldn’t be happier. We are very grateful to Paul for his management of our finances.

John & Jacquie M

I have both worked alongside and known Paul for almost 15 years. He is a highly professional, knowledgeable and trustworthy adviser. I have referred a number of my clients and family members to him for advice with great outcomes. In fact my parents have been able to retire early and are now enjoying their retirement.

Adam C

Katie was professional and efficient and we felt confident that we were getting the life insurance that was right for us.  She was friendly and knowledgeable and now have peace of mind that if the worst was to happen we would both be financially secure.

Vicky B

Katie is a very professional and thorough financial adviser. She’s great at explaining things in layman’s terms, is very patient, incredibly organised and efficient. She takes the hassle out of financial planning, and we appreciate she does so much behind the scenes that we don’t have to worry about. Financial planning is now quite enjoyable and I would thoroughly recommend Katie and Prestige Financial Planners to anyone.

Edward & Fiona Q

Katie has seen me on several occasions and has been more than patient with my indecisiveness when it comes to financial planning.  I am generally useless in organising my financial affairs, and Katie has done a full and thorough review and streamlined everything.  She has whipped my financial life into shape and I wouldn’t dream of using anyone else.  I would highly recommend Katie to anyone needing her assistance.

Cassandra C

I have built up a really strong working relationship with Paul over the last two decades and now consider him as a friend as well as a professional adviser. I simply trust him 100% with my finances and often refer friends and family to him for advice. What I find invaluable is his ongoing advice and regular reviews of my finances.

Toni H

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