About Katie
Katie has worked in financial services supporting advisers since 2003.
After university, she became a financial administrator, and so began her career in the profession.
Katie progressed through paraplanning, training, and development management, and is now a compliance manager at Astute.
The proudest moment of Katie’s career was attaining her Fellowship qualification.
As a compliance manager, Katie supervises advisers, ensuring ongoing competence within their roles, and helping to ensure clients receive sound advice.
Katie is always keen to aid development within the team, and oversees the technical training needs of our advisers and client managers.
Although she doesn’t interact with our clients on a daily basis, Katie always enjoys speaking with clients when the chance arises during service quality checks.
Outside of work, Katie is kept busy by her two children, and can often be found reading a book with a coffee in hand.
When able to, Katie likes going to a concert to see bands.
She is very creative, and enjoys drawing, printing, and upcycling objects.
FPFS Fellow of the Personal Finance Society
Chartered Financial Planner
Qualifications