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Katherine Pautard ACSI
Independent Financial Planner

“I love helping our clients meet their retirement goals and aspirations and coming up with innovative ways to help them do so. It’s great when you can tell a client that they can fulfil their objectives.”

Profile
  • Katherine joined Wealth Matters in January 2019 as a paraplanner and having passed her Diploma in Regulated Financial Planning, has become a Financial Planner
  • She has worked in financial services since 2011, including five years working for a main life office, specialising in corporate pensions
  • To gain more knowledge and experience she moved to an IFA firm, where she worked closely with clients, specialising in all areas of paraplanning, including SIPPs, pensions and investments
  • In her spare time, she enjoys travelling and is always looking for her next holiday destination

 

Qualifications
  • Certificate in Regulated Financial Services Operations
  • Diploma in Regulated Financial Planning 

 

Telephone: 01582 720511

Email: katherine@wealth-matters.co.uk

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