“I really enjoy the problem-solving aspect of my role. People come to us because they’ve got financial needs, whether that’s worries or something they want to be able to afford in the future. Being able to meet with clients, understand them and put in place a plan that will help them is very satisfying.”
- Locations
- London, St. James’s
Kitty joined the team as a wealth executive in 2022. She works in a paraplanning role, assisting financial advisers with their management of high-net-worth clients with complex financial planning needs. Her role includes carrying out the technical report writing, preparing and analysing cashflow models, and attending client meetings.
The main clientele she deals with are high net worth families, sometimes with public profiles, helping with anything from intergenerational wealth planning to wealth splitting and planning in divorce cases. She has a particular focus on female clients.
Kitty returned to the UK in 2017 after working for a financial start-up in New York. Starting in administrator roles, she became a Paraplanner in 2019 whilst at Weatherbys Private Bank. She is a member of both the Chartered Insurance Institute and the Chartered Institute for Securities & Investment, and through them, she has qualified as a Chartered Financial Planner, holding the Advanced Diploma in Personal Financial Services (AdDipPFS) and the Certificate in Paraplanning through them respectively.