Senior Partner Practice of St. James's Place Wealth Management
Katherine joined the Practice in January 2017 and completed her Level 3 Apprenticeship in Business Administration in January 2018. She prides herself on having a positive attitude towards colleagues, clients and life in general.
As Client Care Co-ordinator, Katherine’s organisational skills are put to good use – supporting the team of Wealth Advisers and Managers to ensure their Client Servicing runs smoothly and their compliance records are maintained accurately.
Dealing with clients first hand and establishing valuable working relationships are an integral part of Katherine’s role.
Katherine completed her St. James’s Place Gold Accreditation in October 2019 and therefore now holds St. James’s Place Accredited Practice Manager status.
Outside of work Katherine enjoys nothing more than spending time with family, friends and her two young dogs. As well as her other interests, cooking, going to the gym and beauty/skincare.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.