“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 before being promoted to a wealth manager and financial adviser in January 2025. She works with high-net-worth individuals and their families, sometimes with public profiles, helping with their complex financial planning needs to achieve their long-term goals and objectives. This ranges 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.