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Katherine Pautard CFP™ Chartered MCSI
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.”

Profile

 

I joined Wealth Matters in 2019 as a paraplanner, having been in the financial services industry for 8 years. Prior to starting at Wealth Matters I worked for a financial advisory firm and a major pensions company, dealing in corporate pensions. This is where I gained the necessary foundation knowledge, however, it is since being at Wealth Matters that I have completed my industry exams and qualified as a Certified Financial Planner, accredited by the Chartered Institute for Securities and Investment.I have an ‘always learning’ mentality which has helped when achieving my Level 7 Advanced Diploma in Financial Planning. Having become a Financial Planner for Wealth Matters in 2021, I now look after 110 of our valued clients and continue to build great relationships with new clients, which are ultimately built on mutual respect and trust. I have a genuine passion for making a positive difference in my clients lives and thrive on being part of the process to help them achieve their goals and aspirations.

In May 2022, I achieved accreditation as a Certified Financial Planner™ and was also thrilled to be recognised by Professional Adviser as ‘Rising Star of the Year 2022’. I am excited to continue to develop my career in the industry and provide valuable advice to my clients for years to come. I’m also working to empower women and younger people to engage with finance by talking to my clients’ children. With a smaller age gap, many of them find it easier to relate to me than they do to their parents, so it’s an opportunity to help them understand and respect the wealth that they could one day inherit. And it’s another excellent opportunity to encourage younger people to get involved in the industry!

When I am not talking to my clients about their bucket lists and aspirations, I am with my friends and family, making memories and ticking things off my own list. This usually includes travel, good food and even better wine!

 

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

 

Telephone: 01582 720511

Email: katherine@wealth-matters.co.uk

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