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Katherine Pautard CFP™ Chartered MCSI
Partner

Certified 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.”

Qualifications
  • Certificate in Regulated Financial Services Operations
  • Diploma in Regulated Financial Planning
  • Level 6 Certificate in Advanced Financial Planning
  • CISI Level 7 Diploma in Advanced Financial Planning

 

Get to know Katherine

 

Telephone: 01582 720511

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Wealth Matters | Financial Planners in the Home Counties
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