Chartered Financial Planner
Cath is a Chartered Financial Planner with more than 25 years’ experience helping clients achieve financial clarity, confidence, and long‑term security. She began her career in financial services in 1995 and has been advising clients since 2002.
She specialises in holistic financial planning for high-net-worth individuals, business owners, and their families, with a particular focus on intergenerational planning and protecting wealth across generations. Known for her thoughtful approach and personal touch, Cath builds deep, lasting relationships rooted in understanding each client’s values and aspirations.
A Fellow of the Personal Finance Society and an active MDRT member, Cath is passionate about contributing to the profession. She has spoken at events in the UK and internationally, written for industry publications, and mentored fellow advisers.
Outside of work, Cath is a dedicated CrossFit enthusiast and a budding wildlife photographer who loves capturing the natural world through her lens.
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