At work

Katie is responsible for overseeing our business processes to ensure consistency and quality in the client journey. She identifies where improvements can be made to guarantee maximum efficiency and reduce the risk of errors.

Katie also keeps her finger on the pulse of new technological developments and regulatory updates, helping to embed these into our processes where relevant.

Outside of work

Katie is a keen runner; she’s completed many 10ks, half marathons, marathons and obstacle races both in the UK and abroad, with her next goal being an ultramarathon. When she doesn’t have her running shoes on, Katie loves trying new foods and enjoys cooking at home for friends and family.

Our team

We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.

Dan Ross

Director & Financial Planner

Luke Hartley

Director & Financial Planner

Andrew Goman

Mortgage, Equity Release and Protection Adviser

Roberto Cervi

Mortgage and Protection Adviser

Matthew Williams

Mortgage, Equity Release and Protection Adviser

Amanda Watson

Personal Assistant

Natalie Smith


Christian Markwick

Head of Adviser Support

Colin Stewart


Richard Allum

Head of Paraplanning

Debra Wilde

Personal Assistant

Keeley Paddon

Pension Specialist

Martin Pickles

Tax & Trusts Specialist