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Senior Financial Planner
Katie joined Paradigm Norton in 2017, after working for a large investment management firm. Prior to this Katie worked in the banking sector.
She holds numerous qualifications including a degree in Internet Computing, a Diploma in Regulated Financial Planning and currently working towards completing the Advanced Diploma in Financial Planning that will give Katie Chartered Financial Planner status.
Katie works closely with David Burridge to help clients identify their goals and help them plan for their future. She is a people person and feels that by building professional and long-lasting relationships with our clients we can get to the heart of what matters and make a difference.
Outside of work
Katie’s passion is travelling and she has a bucket list that includes many European cities. Amsterdam currently occupies the number one spot of most favourite cities visited. But Katie does not forget her daffodil and leek roots so, when she isn’t visiting a new city, Katie can be found returning home to her beloved Wales.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
