We are pleased to announce that Katherine Pautard, one of our esteemed financial planners, has become a Partner of Wealth Matters.

Having initially joined Wealth Matters in 2019 as a paraplanner, Katherine has gone from strength to strength and within just three years achieved both her CISI Level 7 Advanced Diploma in Financial Planning and her Certified Financial Planner designation.
She has made a phenomenal impact, both among her clients and within the business itself, and we are delighted to welcome her into senior management as a Partner.

“Wealth Matters have been dedicated to my development since joining in 2019 and it is an honour to work with such talented individuals and of course, my amazing clients. I feel lucky to do a job that I love and stepping up to Partner is another milestone that I have achieved whilst being at Wealth Matters. I look forward to continuing my career here,” she told us.

Julian Gilbert, our founder, said of her appointment:

“I am really pleased to welcome Katherine as a Partner. Since she joined Wealth Matters in 2019 I have been consistently impressed by her empathy with clients and her dedication to championing holistic financial planning. She deeply understands the value of being highly qualified and has worked hard to achieve this.

Katherine’s great values, ambition, and growth mindset perfectly reflect the kind of company we are and want to continue to be in the future. This feels like a very natural progression in her career with us, and I am confident that she will do a fantastic job at helping to lead Wealth Matters on its continued growth journey.”

If you are a client with Katherine as your adviser, please rest assured that nothing will change in regards to your work with her. Katherine will be advising clients as usual.

Please join us in extending a hearty and well-deserved ‘congratulations’ when you next see her.